You're using an unsupported version of your browser. Learn more about supported browsers.
Skip to main content

Learn more about our firm's background on FINRA's BrokerCheck.FINRA's BrokerCheck.

Get ready for all 3 stages
of retirement Get ready for all
3 stages of retirement

Your priorities — and spending — will likely change as you move through retirement. Your priorities — and spending — will likely change as you move through retirement. Your priorities — and spending — will likely change as you move through retirement.

See how to prepare

Merrill investment clients: Get a $500 bonus offer

When you qualify with a new, eligible Bank of America® checking account.
See offer details

Retirement Solutions for every phase

Explore our digital tools and resources to give you clarity at each step in your retirement planning journey.
Get started with retirement savings

Be more prepared for retirement

New laws could help boost your savings.
See 7 new opportunities to be more prepared for retirement

Check out trending scams

Take these steps to help avoid becoming a victim.
Get started learning about the latest scams and steps you can take to protect your information

Highlighted Features

e-Sign

Send a secure message, set an appointment, e-sign documents and stay in touch with your advisor
See how it works

Mobile check deposit

Use the camera on your mobile devices to deposit checks from almost anywhere
View demo

Go paperless

Check on your statements, tax documents and other notices online without risking exposure to the mail system
Learn more about paperless

Transfer funds or securities

Transfer between accounts and request wire transfers or checks
Learn more
MAP6998664-03102026
INFORMATION FOR:
Corporations & Institutions
Job Seekers
Media & Journalists
DISCOVER MERRILL:
Form CRS & Other Resources
About Us
Working With Us
Our Solutions
Research & Insights
GET IN TOUCH:
Contact Us
CONNECT WITH US
Connect with us on LinkedIn Connect with us on X Connect with us on YouTube
Learn more about our firm's background on FINRA's BrokerCheck FINRA's BrokerCheck.

Investing involves risks. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. 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).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

© 2024 Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com
(VA12********1V)