Skip to main content
Merrill A Bank of America Company
Merrill A Bank of America Company
Open an account
Login
Open Menu bar
Ask Merrill
Why Merrill Edge
Investing your way
Overview
Online Investing & Trading
Merrill Guided Investing
Invest with an Advisor
Investment choices
Investment choices overview
Stocks
ETFs
Mutual Funds
Fixed Income & Bonds
Options
Margin Lending
Managed Portfolios
Merrill Guided Investing
Merrill Edge Select
®
Portfolios
General investing
Online Brokerage Account
Margin Lending
Retirement
Retirement overview
Retirement accounts
Rollover
Traditional IRA
Roth IRA
Saving for college
Saving for college overview
College planning
Before college
Nearing college
During college & beyond
College savings plans
529 college savings plan
Custodial account (UGMA/UTMA)
Compare college savings plans
Small business solutions
Small business overview
Self-employed retirement plans
Individual 401(k)
SEP IRA
Compare self-employed plans
Employer retirement plans
Small Business 401(k)
SEP IRA
SIMPLE IRA
Compare employer plans
Life events
Life priorities
Webinars
Investor education
Tools and calculators
Unlimited $0 trades
Open an account
Open an account
with Merrill
Or call us at
866.460.1282
To find the small business retirement plan that works for you, contact:
franchise@bankofamerica.com
Life Events
Caring for a sick or elderly loved one
If you are faced with taking on the responsibility of caring for an aging or ill loved one, these resources can help.
Keep in mind:
Look
into obtaining a power of attorney
Consider
a conservatorship if your loved one can't grant you power of attorney
See
what professional caregiving support is available
See the checklist
Browse resources
Read
Long-term care insurance: Understand your options
Consider long-term care insurance if you have assets to protect or want to avoid becoming a financial burden on your family.
The caregiver's financial guide
Five questions to help you prepare for what may be one of the most important roles of your life.
Your guide to Medicare: 5 key questions answered
Information you may need to activate coverage for yourself or your parents.
Merrill forms
Forms may be easier to read on a larger screen.
Beneficiary Designation
Preferred Rewards
Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
Learn more
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.
MAP3686277-03012023