Small Business Financial Solutions

Small Business Solutions
Business Investor Account
A Business Investor Account gives you access to a suite of investment-based solutions and cash management services to pursue the needs of your small business.
  • Broad array of invest choices available through Merrill Edge — stocks, mutual funds, and fixed income products.
  • Automatic sweeps of cash balances into FDIC-insured accounts
  • Comprehensive statement reporting
  • 24/7 access to account information and transactions
Small Business Retirement Solutions
Merrill Edge can offer you and your employees a variety of small business retirement solutions.
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Small Business Banking Solutions
Merrill Edge offers access to innovative small business banking solutions from Bank of America to help meet the unique needs of your business.
  • Manage your accounts online and make secure, convenient transactions any time
  • Premium online tools to help you create and send online invoices, process payroll, and deposit checks remotely
  • Manage payments and earn rewards with business credit and charge cards
  • Speak to a Bank of America banking expert over the phone by calling 1-888-600-4000 (option 2) or visit a local branch
Healthcare Solutions
Health savings accounts (HSA) in conjunction with High Deductible Health Plans can provide a cost-effective way to offer healthcare benefits to employees, and enable employees to save for healthcare costs now and in retirement.
Want to Know More?
To learn more or open an account, call the Merrill Edge Advisory Center at 1.888.MER.EDGE (1.888.637.3343) to speak to a member of our team of Financial Solutions Advisors.
Ready to Get Started?
You choose how to invest with Merrill Edge — on your own, or with guidance by opening an account with the Merrill Edge Advisory Center.
Need Help Deciding What's Right for You?
Call 1-855-667-9451 toll-free to speak to a member of our team of Small Business Financial Solutions Advisors. They can answer your questions, help you decide how to invest, and help you choose which type of account may be best for you.
Ready to Invest on Your Own?
If you're ready to invest on your own, open a small business account.
Merrill Edge small business retirement plans
A health savings account can help you and your employees save tax-free for current medical expenses and healthcare costs in retirement. Learn more