Wealth management

Wealth management is sponsored by Bank of America Charitable Foundation. Wealth management

Wealth Management Services & Wealth Planning from Bank of America | Merrill Lynch Investment solutions designed for you With Bank of America banking and Merrill investing offering a range of solutions to help you manage your wealth, Find the investment approach that fits your needs. Looking to work with an advisor?

With Merrill Lynch Wealth Management , you’ll work closely with a dedicated advisor to help you create a personalized financial strategy. New to Merrill? Have an advisor contact you .

Investment minimum: Generally $250,000 Your investment goals, your way With Merrill Edge® Self-Directed you get personalized investing insights, guidance and digital tools to confidently put your investing ideas into action. With Merrill Guided Investing , an investment advisory program, you get the convenience of a professionally managed portfolio and the option to work with an advisor.

1 Investment minimum as low as $1,000; with an advisor as low as $20,000 2 Navigating more complex needs From trust and estate planning to philanthropy services and beyond, Bank of America Private Bank can help you and your family manage the complexities of substantial wealth.

Investment minimum: $3,000,000 Connect with Merrill on your terms Have an advisor contact you Invest on your own, online Ready to work with a dedicated advisor in your area? Fill out the form below. There are items below that require your attention before submitting.

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Would you like us to contact you? Investment minimum $250,000 *By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you.

You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative. You’ll receive an automated email confirming receipt of your request shortly.

A Merrill financial advisor will be in contact with you in the coming days. Meet the right advisor for you Answer a couple of questions about yourself to see advisors who match your preferences. Then, choose who you’d like to connect with.

Are you trying to connect to your advisor? Look up their contact information here. Or try our Contact us page.

If you’re interested in building your own portfolio with a wide range of investment choices, Merrill Edge® Self Directed may work for you. 1 Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, 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.

2 The Merrill Guided Investing program investment minimum is $1,000 for growth-focused strategies and $50,000 for income-focused strategies. The Merrill Guided Investing with Advisor program investment minimum is $20,000 for growth-focused strategies and $50,000 for income-focused strategies.

Corporations & Institutions Form CRS & Other Resources Corporations & Institutions Form CRS & Other Resources Investment and insurance products: 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 Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly 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 and other services.

Additional information is available in our Client Relationship Summary . This material does not take into account a client’s particular investment objectives, financial situations, or needs and 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.

There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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 SIPC and a wholly owned subsidiary of BofA Corp. The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N. A.

, (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N. A. , Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N. A. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

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

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