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A complement to your Bank of America Private Bank relationship

Prefer to manage some investments on your own?
Merrill can help.

Benefit from your Bank of America Private Bank and Merrill total relationship

$0 online trades
Unlimited $0 online stock and ETF trades with no trade or balance minimumsFootnote asterisk *
Other fees may applyFootnote double asterisk **
Get priority access and service
Merrill Edge Premium Services: a higher level of service, with priority access to our team of experienced representatives.
Access to Merrill Edge MarketPro
Merrill Edge MarketPro®: our fully customizable trading platform, featuring real-time market data, streaming news, watchlists, and advanced charting tools.Footnote 1

Make more informed investment decisions with valuable tools and research

Get independent investment research
Independent research from Dow Jones & Company, Morningstar, CFRA (powered by data from S&P Global) and others,Footnote 2 plus access to BofA Global Research — named the top global research firm by Institutional Investor in 2019.Footnote 3
Full range of investment choices
Simplified investment selection with streamlined lists of stocks, ETFs and mutual funds evaluated by Merrill's research and analytics teams.Footnote 4

Enjoy easier financial management with these investing and banking benefits

One login for banking and investing
One login to view your Merrill and Bank of America Private Bank investment and Bank of America bank accounts.
Make real-time account transfers
Real-time transfers allowing you to instantly move funds between your Merrill investment and Bank of America bank accounts.Footnote 5
 
Ready to get started?
To learn more about our special offering for Bank of America Private Bank clients or for help opening your new account, call us.
888.866.2189
Mon–Fri 8 a.m.–6 p.m. ET
Bank of America Private Bank
Footnote asterisk 
Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge® Self-Directed brokerage account. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. $0 option trades are subject to a $0.65 per-contract fee. Other fees and restrictions may apply. Pricing is subject to change without advance notice.
Footnote double asterisk 
Other fees may apply. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning ETFs. To learn more about Merrill pricing, visit our Pricing page.
Footnote 
Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge® Self-Directed relationship. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change. To learn more, go to Merrill Edge MarketPro®.
Footnote 2 Please note that the information provided is from sources deemed to be reliable. Merrill does not guarantee the accuracy or completeness of the information or make any warranties with regard to the results to be obtained from its use. Reports provided are for informational purposes only. Under no circumstances are they to be used or considered as an offer to sell, or a solicitation of an offer to buy, any security. Because of this, Merrill Edge® Self-Directed does not guarantee or make any representation as to the accuracy, completeness or timeliness of the information provided. Therefore, we will not be liable for any loss, caused directly or indirectly, by your use of the information.

Footnote 
Institutional Investor magazine announced BofA Global Research as the Top Global Research Firm in 2019 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. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC popup, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to Institutional Investor popup. Rankings and recognition from Institutional Investor 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.
Footnote 
BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC popup, and wholly owned subsidiary of Bank of America Corporation.
Footnote 
Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
MLPF&S offers its products, accounts and services through different service models (such as self-directed, full-service advice). Based on the service model, the same or similar products, accounts and services may vary in their price or fee charged to a client.

Bank of America Private Bank operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation. Bank of America, N.A. and Bank of America Private Bank Company of Delaware (collectively the "Bank") do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products service or referrals to other affiliates of the Bank.

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