At Bank of America, we offer access to a broad range of products and services to help make your financial life better. Whether you start with our digital tools or talk directly to one of us, we can help you find what you need.
Whether you're managing money for yourself, your family or a small business, Bank of America has got you covered with a variety of checking and savings accounts and credit cards. Our digital tools allow you to track spending and pay bills anytime, anywhere. And our personal finance resources can help you plan for what’s next.
Now it's time to consider your goals -- buying a house, saving for college, setting aside money for retirement. Banking and lending solutions from Bank of America and investing strategies from Merrill, can help ease the way. And when you are enrolled in Bank of America’s Preferred Rewards Program, as your balances grow, you may qualify for benefits, such as a discount on a home loan. The more you do, the more rewarding it gets.
In a good financial place and ready to take it to the next level? Whatever your goals, Merrill offers a variety of ways to invest to help you get there.
Build your own portfolio
Take advantage of flexible, easy to use tools with Merrill Edge® Self-Directed Investing
Get a professionally managed portfolio
Investment professionals design and manage a portfolio aligned to your goals with Merrill Guided Investing footnote1,footnote2
Work with a dedicated advisor
Get a one-on-one guidance and develop a comprehensive strategy with Merrill Lynch® Wealth Management
For clients with substantial wealth, Bank of America Private Bank has teams experienced in specific wealth management strategies.
Powered by technology and experienced advisors, Bank of America helps companies navigate challenges and opportunities. Our local branches serve the day-to-day needs of small and mid-sized businesses, while our global arm covers corporate banking and markets worldwide. And our holistic approach means clients have access to employee benefit plans, a host of transaction services and wholesale credit.
No matter your size, our solutions are tailored to your company:
Designed around the ways you save, spend and borrow with Bank of America and invest with Merrill, the Preferred Rewards program offers benefits and price discounts on everyday banking. Members enjoy program benefits such as credit card rewards bonuses, discounts on home and auto loans, waivers on monthly account maintenance fees and more.
Whether you have everyday financial needs or more complex ones, our experienced specialists can help. Make an appointment to talk with us.
The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, mutual funds and related asset allocations. Managed Account Advisors LLC (MAA), Merrill’s affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO’s recommendations change while also implementing any applicable individual client or firm restriction(s).
Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC (“MAA”) an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
