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?®
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 A self-directed investing platform that streamlines investing, giving you access to research and insights, step-by-step guidance and flexible tools. |
Merrill A goals-based investment advisory program 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
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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. |
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Online and mobile investing tools |
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Access to Bank of America Global Research and insights3 |
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Customizable trading platform |
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Full range of stocks, ETFs, mutual funds, options and bonds |
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Investment portfolios managed by Merrill professionals2 |
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Establish goals online and receive a recommended investment strategy |
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Advisor helps you establish goals and determine your investment strategy |
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Dedicated advisor team offers a wide range of investing solutions |
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Dedicated advisor team may provide custom planning for key aspects of your financial life |
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Investment minimum |
No minimum |
$5,000 $20,000 |
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.* |
0.85% annual program fee.** Other fees may apply.***
Qualify for discounted pricing with Preferred Rewards.4 |
Customized for you.5 |
Here's what industry experts are saying about us
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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
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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
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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
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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