Account Consolidation With Merrill Edge
Consolidate Your Accounts - Effectively Manage Your Finances to Pursue Your Goals Open an Account
  • It's tough to manage your finances when you have to juggle passwords and paperwork from different banks and brokerage firms.
  • Consolidating your accounts can help you keep your financial plan on track to pursue your goals, and help you simplify your finances.
Open an Account »
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You can easily access and view all your banking and investment accounts online on one site.

Investment Diversification - Centralized online access to view your Bank of America savings and Merrill Edge investment accounts means it's easier to see how your finances are allocated and keep track of your overall financial picture.

Money Savings - When you consolidate your accounts, you could benefit from lower maintenance fees and better pricing on trades when you reach certain asset levels.

Simplified Access - When all your bank accounts are at one bank, and your investment accounts are at one broker-dealer, getting at your money is easier. It could also mean fewer statements, tax documents and performance reports to juggle.
Did you know?
Did you know?
58% of investors with between $100,000 and $250,000 in investable assets say that the ability to view all of their accounts in one place would help boost confidence in their ability to meet their financial goals.*
*Merrill Edge Report January 2011
1Find Out Where Your Investments Are
Identify where all your accounts are now. Make sure to include your 401(k) plans from past jobs.
2See the Big Picture
Review your financial life - include your bank accounts and brokerage investment accounts. You may have duplicated some investments, and aren't as diversified as you think. 1
3Revisit Fees
What kind of fees are you paying? Consolidating accounts with similar goals from multiple firms may help save on overall fees. Learn how to qualify for pricing breaks »
Watch and Learn - See the benfits of consolidating accounts.
The Merrill Edge Solution
Access to Help
  • Professionals are available to help you consolidate your accounts.
  • A range of investment choices are available to help you pursue your financial goals.
Tools & Resources
Prefer to invest with guidance?
Open an Account with the Merrill Edge Advisory Center. A Financial Solutions Advisor can help. $20,000 to invest gets you started. Learn more » 

Schedule a consultation »
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Merrill Edge® – Helping You Invest
You choose how to invest with Merrill Edge – on your
own, or with guidance by opening an account with the Merrill Edge Advisory Center. Merrill Edge offers:
World-Class Research
Tap the know-how of Merrill Lynch, including world-class BofA Merrill Lynch Global Research.
Easy Access
Special Pricing
Get special pricing based on the amount you have in
your Merrill Lynch investing and Bank of America banking accounts.
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Banking products are provided by Bank of America, N.A. and affiliated banks. Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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