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  1. Merrill can help you to create a personalized investing strategy to pursue your goals. Learn about the many ways to invest with Merrill and how to get started.

  2. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF) .

  3. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

  4. Benefits OnLine®. Retirement and benefit services provided by Merrill. Login is currently unavailable, please check back again soon. Learn more about Merrill's background on FINRA's BrokerCheck. Online Access Guides for 401 (k) accounts and Equity Awards.

  5. Merrill Edge offers a wide range of investment products and advice, including brokerage and retirement accounts, online trading, and financial research.

  6. Investing and banking connected. Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including: View your total net worth and accounts across banking, credit cards, investments and loans.

  7. Get one-on-one guidance from a dedicated financial advisor with Merrill Lynch Wealth Management. Learn more about how you can grow and preserve your wealth.

  8. Self-Directed. Build your own portfolio and choose your own investments. Merrill. Guided Investing. Get a portfolio that’s monitored by investment professionals. With this investment advisory program, you can choose to work with or without an advisor. 9. Merrill Lynch Wealth. Management.

  9. To learn more about Merrill pricing, visit our Pricing page. 2 Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program.

  10. A full range of investment choices. Build your own portfolio with a wide range of investment choices or have your portfolio managed by Merrill investment professionals with Merrill Guided Investing. Stocks selected Mutual Funds ETFs Fixed Income CDs Options Margin Trading.

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