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Invest with an Advisor

No judgment, just guidance

It all starts with a conversation.

Life can change quickly

With the full Merrill team behind you, you can always discuss what's most important to you by phone, chat or meet conveniently with a Merrill Financial Solutions Advisor.

Solutions for life

Your Financial Solutions Advisor can help you take a comprehensive approach to your financial life. From guidance on Merrill investing solutions to Bank of America's full suite of banking solutions, an advisor is with you every step of the way.

We're here for you

It all starts with a conversation and whether you're starting with a little or a lot, we are here to listen. With over 3,500 Financial Solutions Advisors nationwide it's easy to take the first step.

Help when you need it. How you want it.

Available 24/7

855-488-5245

Industry-leading service

Like all Merrill Clients, you'll get industry-leading serviceFootnote 2 and guidance along the way from licensed Merrill professionals — available online, by phone and at a Bank of America financial center near you.

“Best Broker for Customer Service”

Investopedia
Merrill Edge Self-Directed was named the Best Broker for Customer Service in 2020, according to Investopedia.Footnote 2

Ready to get started?

Select to Schedule an appointment
or call us 24/7 at 855-488-5245

Other ways to get started with Merrill

Merrill Edge® Self‑Directed

A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action.
Learn moreabout Self-Directed investing

Merrill Guided Investing

An investment advisory program that combines the best features of online investing with a professionally managed portfolio—all at a low cost.Footnote 1
Learn moreabout Guided investing

Have more complex wealth management needs?

Invest with a Merrill Lynch Wealth Management advisor to help you grow, preserve and manage your wealth.
Footnote 
The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, mutual funds and related asset allocations. Managed Account Advisors LLC (MAA), Merrill's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO's recommendations change while also implementing any applicable individual client or firm restriction(s).

You may also be able to obtain the same or similar services or types of investments through other programs and services, both investment advisory and brokerage, offered by Merrill; these may be available at lower or higher fees than charged by the Program. The services that you receive by investing through Merrill Guided Investing or Merrill Guided Investing with Advisor will be different from the services you receive through other programs. You may also be able to obtain some or all of these types of services from other firms, and if they are available, the fees associated with them may be lower or higher than the fees we charge.
Footnote asterisk 
Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor.

Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Footnote 
Merrill Edge Self-Directed received 3.5 out of 5 stars overall in Investopedia's Annual Review, February 12, 2019. Investopedia rates online brokers based on over 300 carefully selected variables. Selection of ratings elements was a culmination of 5,498 survey responses, 100+ hours of industry research, and 100 hours of user feedback. Learn more at Investopedia popup. Reprinted with permission of Investopedia. Rankings and recognition from Investopedia are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
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Investing in securities involves risks, and 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.
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.

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.

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

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


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