Merrill Lynch provides the best solutions

Discover opportunities, meet challenges, and embark on a new journey. Whatever your goals, Merrill Lynch and Bank of America offer a range of solutions to help you achieve them.

A range of solutions available to help you with the following: manage personal finances, borrow to fund my goals, help grow my wealth, save for the future, protect my wealth, plan the impact of my wealth.
  1. Banking
  2. All Items

Save for the future

It’s never too early, or late, to plan for retirement, health care expenses and future education needs. Potential
solutions include:

  • Health savings accounts

    Help manage current and future health expenses not covered by insurance. Contributions are tax-deductible or pre-taxed through Bank of America Health Savings Accounts.

  • Have a Merrill Advisor contact you for a complimentary financial consultation. Leave us your contact info and we’ll reach out.

Take action

  • Number 1

    Uncover what matters to you

    Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.

  • Number 2

    Develop your path and your plan

    We’ll create a personalized plan that is all about you, with guidance that truly supports you.

    Learn more
  • Number 3

    Understand your choices and make it happen

    Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential Merrill investment and Bank of America banking solutions.

    Solutions
  • Number 4

    Helping you review, track your progress

    You can track your milestones and modify your plan based on the expected and unexpected things life brings.

    Learn more

Additional solutions

  • Discover MyMerrill

    Whether on desktop or mobile, access MyMerrill anytime, anywhere.

  • Investment consolidation

    See your big picture by consolidating investment accounts.

  • Investing and banking together online

    Experience your full financial life online.  Anytime, anywhere. 
Job Seekers
Investing involves risk. There is always a possibility of loss when investing in securities. Past performance is not indicative of future results. Asset allocation, diversification, and rebalancing do not guarantee profits or protection against losses during market downturns.
This material is not intended as a recommendation, offer, or solicitation to buy or sell any securities or investment strategy. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services.
This material does not take into account a client's specific investment objectives, financial situation, or needs, and does not constitute a recommendation, offer, or solicitation to buy or sell any securities or investment strategy. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. There are many important differences between brokerage services and investment advisory services, including the types of advice and assistance provided, fees, and the rights and obligations of the parties involved. Understanding these differences is crucial, especially when choosing a service. For more information about these services and their differences, please consult your Merrill Lynch financial advisor.
Merrill Investment offers certain investment products initiated, managed, distributed, or offered by affiliates of Bank of America Corporation (“BofA Corp.”). Merrill Investment is a registered broker-dealer, registered investment advisor, a member of the Securities Investor Protection Corporation (SIPC), and a wholly owned subsidiary of Bank of America.
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