Your employees face increasingly complex challenges pursuing a secure financial future. Whether they choose to manage their own investments, work with an experienced Merrill Lynch Financial Advisor, consult with a team of wealth management specialists, or get advice and guidance from Merrill Edge Financial Solutions Advisors™, our full range of solutions can help them pursue the life they envision.
Merrill Edge® is a streamlined investment service that gives your employees the investment insights of Merrill Lynch and the convenience of Bank of America banking to help simplify the financial life of your employees.
Merrill Edge benefits include:
Investing and banking on one page – With one log-in, your employees can view and transfer funds in real time between their Merrill Edge investment and Bank of America bank accounts.2
Research and tools – Make informed investment decisions with access to independent research, the insights of Merrill Lynch and easy-to-use tools
Competitive online pricing with a Merrill Edge® online investment account
Merrill Edge Roadmap™3 – Licensed Merrill Edge Financial Solutions Advisors™ will work with your employees to design a personalized action plan to pursue their investment goals and provide regular reviews and specific recommendations tailored to their needs that will help them to stay on track.
401(k) rollover assistance – Receive step by step support from a Merrill Edge rollover specialist by phone or in person at select Bank of America banking centers.
Access anytime, anywhere – Employees can see their Merrill Edge investment and Bank of America bank accounts – online, on their mobile devices and at thousands of Bank of America ATMs
No matter which option your employees choose, they will enjoy a single view of their Merrill Lynch investment and Bank of America banking accounts through merrilledge.com — making financial management that much easier.
1. Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
2. 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 and 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.
3. Merrill Edge Roadmap™ is available with a Merrill Edge Advisory Center™ account
Comprehensive Wealth Management Solutions
As your business grows, your executives, key employees and their families are faced with more complex financial needs. Together with a financial advisor, wealth management specialist or private wealth advisor, your employees can build a customized wealth management strategy to help them pursue their financial goals. We deliver access to the strength and breadth of one of the world's largest financial services organizations with a wide range of traditional and alternative investments to develop detailed, targeted and comprehensive investment strategies reflective of the life, wealth and legacy of each client. Your employees can access a full suite of investment management, wealth structuring, credit and banking, family office, concentrated stock management, tax management, estate and trust planning services, legacy and philanthropy solutions to help preserve and manage wealth.