Skip to main content
Merrill A Bank of America Company
Merrill A Bank of America Company
Open an account
Login
Open Menu bar
Why Merrill
Overview
How Are We Different?
Pricing & Fees
BofA Preferred Rewards
Insights
Investing & Banking Connected
Mobile Investing
Sustainable Investing
Awards & Accolades
Invest
Overview
Ways to Manage Accounts
Merrill Edge
®
Self-Directed
Merrill Guided Investing
Investing with an Advisor
Compare all
Investment Accounts
General Investing
Education Accounts
Investment Products
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
Options
Active Trading
Margin Trading
Order Execution Quality
Investment Tools
Idea Builder
Merrill Edge MarketPro
®
Plan
Overview
Tools
Personal Retirement Calculator
College Cost Calculator
IRA Selector
401(k) Rollover Tool
529 Plan State Tax Calculator
View all tools
Life Planning
New to Investing
Plan for College
Tax Plannning
Investing by Life Stages
Retirement
Overview
Solutions
Rollover
Traditional IRA
Roth IRA
Retirement Resources
Plan for Retirement
Retirement Tools
Small Business
Small Business 401(k)
Individual 401(k)
SEP IRA
SIMPLE IRA
View all plans
Learn
Overview
Resources
Investing Webinars
Morningstar Classroom
Investor Education Videos
Products Overview
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
Options
Annuities
Help When You Want It
Find answers to
common questions
at Merrill
Schedule an
appointment
with Merrill
To find the small business retirement plan that works for you, contact:
franchise@bankofamerica.com
Open an account
with Merrill
Life Events
Getting married
Getting married or moving in together can be the start of an exciting new adventure. These resources can help you prepare.
Keep in mind:
Catalogue
what you'll bring to the marriage
Chart
your immediate course together
Discuss
your long-term joint financial goals
Budget
for your wedding and honeymoon
See the checklist
Browse resources
Watch
The marriage penalty
Depending on how much you and your spouse make, filing taxes together can give you a marriage benefit or penalty.
Read
Marriage and your finances
Marriage affects how you build wealth, plan for retirement, and capitalize on insurance‑related benefits.
The financial side of marriage equality
Same-sex couples have many new financial doors open to them now.
Moving in together
It's a big step. This checklist can help you sort out the most common questions and issues.
6 Tips for a Financially Happy Marriage
An open dialogue can help you save, invest and plan together.
Setting up your finances
Checking accounts from Bank of America
Individual and joint investment accounts
Preferred Rewards
Transfer your IRA and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account balances.
Learn more
Related forms
Forms may be easier to read on a larger screen.
Change of address (Merrill)
Change of address (Bank of America)
Information Change Request (PDF)
Ready to get started?
Open an account
Find a local Merrill
Financial Solutions Advisor
Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
Learn more
Important disclosures
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
3686277