the power to put plans into action

Today's Merrill can help you turn your ambitions into action. What would you like the power to do?®

There's more than one way to invest with Merrill

We're here to help

With Merrill, you get straightforward advice and guidance. We have the tools, the people and the know-how to help you create a personalized strategy to pursue your goals.  

 

Personalized advice and guidance 

You choose how you want to work with us, knowing you have access to a full range of solutions as your life and needs evolve.

 

Merrill Edge
Self-Directed

A self-directed investing platform that streamlines investing, giving you access to research and insights, step-by-step guidance and flexible tools.

Merrill
Guided Investing

Goals-based investing with investment portfolios built, rebalanced1 and monitored by Merrill investment professionals, with the option to work with an advisor.2

Online
Online with an advisor

Merrill Lynch Wealth Management

Work one-on-one with your dedicated advisor team who will help you build a comprehensive financial strategy and give you recommendations to help grow and preserve your wealth.

Online and mobile investing tools

Online
Online with an advisor

Access to Bank of America Merrill Lynch Global Research and insights3

Online
Online with an advisor

Customizable trading platform

Online
Online with an advisor

Full range of stocks, ETFs, mutual funds, options and bonds

Online
Online with an advisor

Investment portfolios managed by Merrill professionals2

Online
Online with an advisor

Establish goals online and receive a recommended investment strategy

Online
Online with an advisor

Advisor helps you establish goals and determine your investment strategy

Online
Online with an advisor

Dedicated advisor team offers a wide range of investing solutions

Online
Online with an advisor

Dedicated advisor team may provide custom planning for key aspects of your financial life

Online
Online with an advisor

Investment minimum

No minimum

$5,000

Online

$20,000

Online with an advisor

Generally $250,000

Pricing

Unlimited $0 online stock, ETF and option trades with no trade or balance minimums. Options contract and other fees may apply.*

0.45% annual program fee.** Other fees may apply.***

 

Qualify for discounted pricing with Preferred Rewards.4

0.45% annual program fee.** Other fees may apply.*** Qualify for discounted pricing with Preferred Rewards.⁴

 

0.85% annual program fee.** Other fees may apply.*** Qualify for discounted pricing with Preferred Rewards.⁴

Online

0.85% annual program fee.** Other fees may apply.***

 

Qualify for discounted pricing with Preferred Rewards.4

Online with an advisor

Customized for you.5

 

Here's what industry experts are saying about us

    

  • Bank of America received the 2019 Catalyst award for focusing on being a great place to work for women and advancing the economic empowerment of women around the world.6

  • Merrill Lynch has the most advisors on Barron’s Top 1,200 Financial Advisors list for the eleventh consecutive year — Barron’s, March 9, 20197

  • Merrill Edge and Bank of America’s Wealth Management Client Services Contact Centers were recognized by J.D. Power for providing “An Outstanding Customer Service Experience” for Phone Support — September, 20188

     

  • Merrill Edge Self-Directed ranked #1 for User Experience, Kiplinger’s Personal Finance – Best Online Brokers 20199

Ready to get started?

Give us a call at 866.848.6554