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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 allChoose how you'd be most comfortable.
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 Client Relationship Summary.
BofA Rewards™
As a BofA Rewards™Click on CEBI Program link to see enrollment, terms, and benefits information. member, when you combine eligible Bank of America deposit and Merrill investing account balances, you may qualify for higher BofA Rewards tiers, unlocking even more benefits to help pursue your ambitions.
Whether you're a do-it-yourself type, need some guidance or want a unique plan designed by an advisor, we can help you reach your goals and grow your wealth.

Personalized investing with insights, guidance and tools to confidently put your investing ideas into action.
Learn more about self-directed investing Learn more about self-directed investing
Tell us your goal, and through our Investment Advisory Program, Merrill investment professionals will build, monitor and rebalance your portfolio, plus the option to have help from an advisor along the way.CIO benefits on Merrill guided investmentLoss liabilities
Merrill Guided Investing is an Investment Advisory Program.Merrill investing strategies

Get one-on-one guidance and develop a comprehensive strategy with Merrill Lynch Wealth Management.
Learn more about working with a dedicated advisor Learn more about working with a dedicated advisor