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Advertising Practices

We strive to provide you with information about products and services you might find interesting and useful. Relationship-based ads and online behavioral advertising help us do that.

Bank of America participates in the Digital Advertising Alliance ("DAA") self-regulatory Principles for Online Behavioral Advertising and uses the Advertising Options Icon on our behavioral ads on non-affiliated third-party sites (excluding ads appearing on platforms that do not accept the icon). Ads served on our behalf by these companies do not contain unencrypted personal information and we limit the use of personal information by companies that serve our ads. To learn more about ad choices, or to opt out of interest-based advertising with non-affiliated third-party sites, visit YourAdChoices powered by the Digital Advertising Alliance or through the Network Advertising Initiative's Opt-Out Tool. You may also visit the individual sites for additional information on their data and privacy practices and opt-out options.

To learn more about relationship-based ads, online behavioral advertising and our privacy practices, please review the Bank of America Online Privacy Notice and our Online Privacy FAQs.

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BANK OF AMERICA LIFE PLAN®¹

Put your goals front and center with Life Plan

Your goals are a priority. Get a streamlined view and insights tailored to your needs to help you reach them. Plus, step-by-step checklists for our most popular goals.

Let’s make a plan

Life Plan can help you move forward on a variety of goals, including buying a home, planning for retirement, improving credit or saving for a vacation. Life Plan is available in Online Banking or in the Mobile Banking app.²

Life Plan in the mobile app, showing different goals to choose from.

Create a goal

Set short- and long-term financial goals. And fund them with a qualifying Bank of America banking or Merrill investment account.

Life Plan in the mobile app, showing a checklist for homebuyers.

Check off milestones

Get step-by-step checklists for our most popular goals. And prepare for what’s next with helpful tips.

Life Plan in the mobile app, showing an example of how you can track your progress.

Track progress

Stay on track and easily make adjustments when priorities change.

See how to bring your goals to life

Watch video

Woman meeting with a specialist to discuss personalized financial planning.

Get help when you need it

Our specialists will listen to your goals, help you get started and modify your plan as needed. Visit a financial center to make an appointment or click the button below to get started.

Make an appointment

Create your Life Plan

Your next milestone may be right around the corner. Life Plan keeps up with you, helping you plan for today’s goals and whatever the future brings.

Get started

Life plan goal categories

Scan the QR code to download our app. The Life Plan app appears on a smartphone screen.

Bank simply and conveniently on your own schedule

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Get the app

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Enter your cell phone number

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Terms and Conditions

Get the app

Message and data rates may apply.

Terms and Conditions

When you use the QRC feature certain information is collected from your mobile device for business purposes.

1

To be eligible for Bank of America Life Plan, a client must be a Bank of America consumer account owner or co-owner with active login credentials for the Bank of America website or mobile app. Merrill clients with a Merrill Edge Self-Directed, Merrill Edge Advisory, Merrill Guided Investing, or Merrill Guided Investing with Advisor account, who also have a Bank of America consumer account and login credentials for the Bank of America website or mobile app, are also eligible; however, clients of Merrill Lynch Wealth Management or Bank of America Private Bank are not eligible, and should instead seek advice and guidance from their assigned advisor.

2

Mobile Banking requires that you download the Mobile Banking app and may not be available for select mobile devices. Message and data rates may apply.

Merrill, Bank of America Life Plan, Bank of America and the Bank of America logo are registered trademarks of the Bank of America Corporation.

Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

Bank of America, Merrill, their affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Investment products offered through MLPF&S:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

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