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  1. Merrill offers various investing approaches to meet your needs and goals, whether you want to do it yourself, get a managed portfolio or work with an advisor. Compare your choices and learn how to get rewarded for banking and investing with Bank of America.

    • C. Jeff Hill

      C. Jeff Hill, AWMA ™, CFP ®, ChFC ®, CTFA Financial...

    • Steven Alvarenga

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    • Gaurika Kapoor

      Certain banking and brokerage accounts may be ineligible for...

    • Emilio Raymond

      Merrill Lynch, Pierce, Fenner & Smith Incorporated (also...

    • Troy Botts

      Certain banking and brokerage accounts may be ineligible for...

    • Bart LaRue

      Yes. With one login, you can view and instantly transfer...

    • Palmer Child

      My name is Palmer Child, and I’m a licensed Merrill...

  2. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF) .

  3. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

  4. The Merrill IRA or CMA may be a Merrill Edge Self-Directed account, Merrill Edge Advisory account, Merrill Guided Investing account or Merrill Guided Investing with an Advisor account. You may be eligible for a different or better offer.

  5. Merrill, Merrill Lynch and Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

  6. Merrill Edge offers a range of investment choices and accounts to suit your goals and needs. Whether you want to invest in stocks, ETFs, mutual funds, or get professional guidance, you can open an account online or by phone.

  7. Merrill Edge Self-Directed is an online platform that lets you invest in stocks, bonds, ETFs and mutual funds with $0 commissions and no account fees. You can also get insights from BofA Global Research and compare with Merrill Guided Investing options.

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