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
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.
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 |
Build your knowledge and stay ahead of the curve
Lean into insights and resources to help you invest.
How to get started
Explore commonly asked questions to learn how investing can help power your financial goals.
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.
Explore market updates and ideas
Get the latest insights, trends and strategies to help keep you on track for your investing goals.
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.