Investment Help & Guidance

Guidance & Retirement > Investment Help & Guidance
Help when you need it
Pursue your investment goals with help from Merrill Edge®. You'll have access
to easy-to-use tools, helpful resources, plus award-winning 24/7 support to
help ensure you get the most out of your Merrill Edge investing experience.
Call us 24/7 at 1.888.637.3343.
Award winning customer service
Merrill Edge's Contact Centers have been recognized by
J.D. Power by providing "An Outstanding Customer Service Experience" for the Live Phone Channel.1
Tab one

Review your choices

Compare investment accounts at a glance or try our IRA Selector Tool to find the IRA that's right for you.

Get 401(k) rollover assistance3

Get step-by-step guidance from a Merrill Edge Rollover Specialist online, by phone or in person at select Bank of America financial centers.

Choose how you'll fund2

Fund your account instantly in real time from your linked Bank of America bank account or by check, wire transfer or by transferring or rolling over an existing account.

Count on one-on-one support

Call us 24/7 at 888.637.3343 for help selecting, opening and setting up your new Merrill Edge account.
Tab two
Financial learning center

Gain financial know-how

Investment planning tools

Pursue your goals

Invest for retirement, your child's education and more with help from our easy-to-use planning tools.
Portfolio diversification

Create an investment strategy

Build a balanced portfolio aligned to your investment goals in 3 easy steps. Learn more.
Tab three
Merrill Edge offering

Compare

View a full range of investments, including stocks, bonds, ETFs, mutual funds and more.
Merrill Edge offering

Choose

Find the investments for your situation with help from our powerful screening tools.
Merrill Edge offering

Research

Make informed investment decisions with access to independent research from Dow Jones, Morningstar and S&P Capital IQ.

Simplify your investing

Find the right investments with buy-rated equities pre-screened by the professionals at BofA Merrill Lynch Global Research.
Start your search for the right investments with ETFs pre-screened by the professionals at Merrill Lynch.
Narrow your investment choices with mutual funds pre-screened by Merrill Lynch professionals.
Help benefit from an actively managed, diversified investment portfolio.
Tab four
Online investing
See your Merrill Edge investment and Bank of America bank accounts—online, on your mobile device and at thousands of Bank of America ATMs.
Financial learning center
Consider insights from the professionals at BofA Merill Lynch Global Research—named Top Global Research Firm by Institutional Investor4 five years in a row.
Manage risk with conditional and stop orders
Help manage risks by using a strategy of advanced conditional orders and trailing stop orders.
Advanced charting
View gains and losses at a glance and use advanced charting features to track individual investments over time.
Follow market performance
Follow market performance by index, sector and more, plus access market news, real-time streaming quotes, customizable watchlists and alerts.
Balanced investment portfolio
With Merrill Edge's Portfolio X-ray tool, you can review your current investments, perform an in-depth analysis of your portfolio and measure your risk and exposure levels.
Looking for one-on-one advice?
A licensed Merrill Edge Financial Solutions Advisor™ can answer questions, provide ongoing guidance and work with you to create an investment action plan.
Ready to get started?
888.637.3343
Call 24 hours a day, 7 days a week
600 dollar IRA offer
Get up to $600 when you enroll, open and fund a new Merrill Edge® investment account or IRA.
How to qualify
1 For J.D. Power 2015 Certified Contact Center ProgramSM information, visit www.jdpower.com.

2 Fees and expenses are subject to change. Please note that other fees and expenses may apply, including early withdrawal penalties and trustee transfer fees. For Merrill Lynch, Pierce, Fenner & Smith Incorporated's standard brokerage fees, please see the Miscellaneous Fees schedule. For Bank of America N.A.'s fees, see your Personal Schedule of Fees.

3 You have choices for what to do with your employer sponsored retirement plan. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth, roll over to an employer sponsored plan from a prior employer to an employer sponsored plan at your new employer, take a distribution or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit http://www.merrilledge.com/retirement/rollover-ira or call a Merrill Edge rollover specialist at 888.637.3343 for additional information about your choices.

4 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014 and 2015 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.iim.ag/topfirms.

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