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Welcome to Merrill. Let’s find an investing approach that helps meet your needs.

We have the tools, insights and expertise to meet you wherever you are on your investing journey, whatever your comfort level.

investing isn't one size fits all
How would you like to invest? Choose how you'd be most comfortable.
Take control, online with helpful tools With a managed professional portfolio One on one, with a dedicated advisor Help me decide

At Merrill, we provide the tools, people and know-how to help you pursue your financial goals. This guide is designed for informational purposes only. You’ll always make the final call on how you’d like to work with us. For more guidance, talk to a financial advisor today.

For more information about our brokerage services and investment advisory programs, see ml.com/CRS.

BANK OF AMERICA PREFERRED REWARDS

Bank. Borrow. Invest. Get rewarded for it.

With Preferred Rewards Click on CEBI Program link to see enrollment, terms, and benefits information. , you can enjoy benefits tailored for you based on all the ways you work with us – like banking with Bank of America and investing with Merrill.

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