Merrill

Set your sights on the future with Merrill investing and Bank of America banking

Access resources, guidance and powerful solutions to help you achieve your financial goals.

Invest your way with Merrill

MERRILL EDGE® SELF-DIRECTED

I’m comfortable investing on my own

Manage your portfolio online and choose your own investments.

  • Powerful digital tools to help you build and manage your investment portfolio
  • Access to BofA Global Research for insights and investment opportunities1
  • $0 online stock, ETF and option trades.2 Option contracts and other fees may apply.*

 

MERRILL GUIDED INVESTING
An Investment Advisory Program

I’d like my portfolio managed for me

Get matched with a professionally built online portfolio based on your goal, timeline and risk tolerance.

  • Enjoy a portfolio built and managed by Merrill investment professionals.3, 4
  • Adjust goals as your needs change.
  • As low as $1,000 investment minimum5

 

 

MERRILL GUIDED INVESTING WITH AN ADVISOR
An Investment Advisory Program

I want to work with an advisor

Work with a Merrill advisor to define your goal and select an investment strategy.

  • One-on-one advice
  • Enjoy a portfolio built, monitored and rebalanced by Merrill investment professionals.3, 4
  • Adjust goals as your needs change.
  • As low as $20,000 investment minimum5

 

Unsure which approach is right for you? We’re here to help.

Schedule an appointment

Getting you closer to your investing goals

Pursue what matters most to you with access to Merrill’s guidance, personalized digital tools, resources and insights.

Flexible investing

Your investing journey is uniquely yours and supported by investment professionals every step of the way. And no matter how you choose to invest, you’ll enjoy access to secure digital experiences to help you manage your Merrill investment accounts and Bank of America banking accounts online and in one place.

Powerful digital tools

Get an investing experience that offers you what you need to invest online. Access straightforward tools and your personalized online dashboard to help monitor your portfolio and drive your goals forward, plus guidance whenever you need it.
 

Leading insights

The more you know, the better prepared you are to make informed investing decisions. Our planning insights and resources help give you clarity and direction at every step of your investing journey.

Rewards for every ambition

Enjoy a relationship that recognizes your loyalty with BofA Rewards. BofA Rewards members who invest with Merrill may combine their investment balances and Bank of America deposit account balances to qualify for higher BofA Rewards tiers.6

Get up to $600 when you invest in a new Merrill account7

Simply invest in your new account within 45 days and maintain your balance for at least 90 days.
Open an account

Must use code offer: 600ME

Qualifying Net New Asset Balance Cash Reward
Less than $20,000 $0
$20,000 to $49,999 $100
$50,000 to $99,999 $150
$100,000 to $199,999 $250
$200,000 or more $600
INVESTING RESOURCES

Build your knowledge and stay ahead of the curve

Lean into insights and resources to help you invest.
investing

How to get started


Explore commonly asked questions to learn how investing can help power your financial goals.
investing

Investing basics

Whether you’re just starting out or need a refresher, these tips can help you design the right investment approach for your goals.
insights

Explore market updates and ideas

Get the latest insights, trends and strategies to help keep you on track for your investing goals.
plan

Financial planning resources

Whether you are just starting out in your career or approaching retirement, we have the resources and solutions to help you plan.

See how a Merrill advisor can help

Our advisors are here to offer guidance and a complimentary financial analysis when you’re ready.
Schedule an appointment
855.632.3343