Investment Plans

Merrill Guided Investing (Bank of America) Smart, Guided Investing—Personalized for Your Goals

Merrill Guided Investing blends personalized portfolios with Merrill's market research and digital convenience—all backed by Bank of America.

Customized Strategies

Low Advisory Fee

Fully Online Experience

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  • Automated Portfolio Management: Your investments are managed and adjusted by Merrill.
  • Customized Strategies: Tailored to your risk tolerance and financial goals.
  • Low Advisory Fee: Just 0.45% annually, with no trading fees.
  • Fully Online Experience: Sign up, monitor, and manage everything digitally.
  • $1,000 Minimum Investment: Get started with a modest amount.

 

  • Access to Merrill Insights: In-depth market research and expert analysis.
  • 24/7 Account Access: Through the Bank of America and Merrill apps.
  • Preferred Rewards Boosts: Potential fee discounts and rewards if you bank with BofA.
  • Tax-Loss Harvesting: Available for eligible taxable accounts.

 

  • Must be at least 18 years old.
  • Valid Social Security Number (SSN).
  • U.S. resident.
  • Bank of America or Merrill account (for seamless access).
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