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Bank of America Coronavirus Resource Center

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Fill out the form below and indicate what you'd like to talk about. Then I'll contact you to discuss potential ways to pursue your goals.

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It all begins with a complimentary consultation.

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FAQs

Financial Solutions Advisors are licensed investment professionals from Merrill. They're ready to offer advice and guidance to help you pursue your financial goals.

A Merrill advisor can help identify a personalized investment strategy/managed portfolio through Merrill as well as provide access to Bank of America banking solutions for cash management, savings, credit, lending and more.

To get the most out of the meeting, you should be prepared to answer questions about what's going on in your life today and your goals for the future. The more you're able to share, the more effective the Merrill advisor can be in recommending investment choices. It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

You'll have periodic reviews with a Merrill advisor. You'll also be able to view your progress any time online with your own personalized dashboard. Of course, you can always reach out if you have questions or need specific advice and guidance.

Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill investment accounts.Footnote 1

  1. Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.

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