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Skip To Content 3.1.32
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MERRILL ADVISOR MATCH IS HERE

 

The new Merrill Advisor Match. It’s a digital tool so impressive,
you can’t help but find your match.

Meet your Match


MATCH WITH AN ADVISOR IN 3 SIMPLE STEPS

 

 





Answer a few questions to tell us about yourself.

 

 

Review your matches.

 

 

Connect with an advisor of your choice.
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GET READY TO MEET YOUR MATCH

Working with the right advisor makes all the difference. Our new Merrill Advisor
Match tool allows you to choose an advisor based on your financial goals,
communication style and more. Simply answer a few questions to discover a
customized list of advisors tailored to you.

Meet your Match

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Earn up to a


$3,000 BONUS

Also ask us about Preferred Deposit and CD rates



Open a qualifying checking account and make a minimum deposit across Bank of
America banking and/or Merrill investing accounts1

 


ENJOY THE EXPERTISE OF MERRILL AND THE CAPABILITIES OF BANK OF AMERICA

 

Connect with a Merrill advisor

Get a complimentary personal financial consultation

Ask about our new checking account offers as well as preferred deposit and
Certificate of Deposit rates

 

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92% OF OUR SURVEYED CLIENTS RATED THEIR ADVISOR A 9 OR 102

 

With Merrill, your advisor is more than someone who provides guidance developing
your financial plan and investment approach — that’s just the start. Their
priority is listening to your needs and understanding what matters most to you
and your family.

 


 * ONE-ON-ONE COLLABORATION
   
   You and your advisor will work together to customize your plans, goals, and
   strategies based on you and your family’s needs.


 * ACTIONABLE INSIGHTS
   
   Armed with insights from our award-winning3 BofA Global Research and our
   Chief Investment Office, you’ll be prepared to navigate the ever-changing
   markets.


 * COMPREHENSIVE SOLUTIONS
   
   Your advisor, together with the investment products from Merrill and banking
   solutions from Bank of America, can address all your financial needs today
   and any new ones that come along.

Learn more


IF YOU PREFER, YOU CAN HAVE AN ADVISOR CONTACT YOU 

Contact me


WITH MERRILL LYNCH WEALTH MANAGEMENT, YOU’LL WORK ONE-ON-ONE WITH A DEDICATED
ADVISOR.
HOWEVER, EVERYONE’S INVESTING NEEDS ARE DIFFERENT.

 

Take a look at our other investing approaches.

Choice of advisor does not guarantee future success. Investing involves risk.

 

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.

 

1CASH BONUS OFFER TERMS

Offer valid through April 30, 2024. This is a limited time offer and is not
available for use in combination with other offers. Bank of America may change
or discontinue this offer at any time without notice before that date. Offer
valid for Individuals who fund accounts with at least $250,000 new combined
qualifying assets into eligible Bank of America deposit accounts and/or eligible
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S”
or “Merrill”) investment accounts and deposit at least $5,000 into a new
eligible Bank of America checking account.

 

Eligible Bank of America deposit accounts include personal Bank of America
deposit accounts, CDs, and Individual Retirement Accounts (IRA); eligible
Merrill investment accounts, inclusive of Merrill Edge include personal Cash
Management Account (CMA), Delaware Individual Investor, and IRA accounts
(Traditional, Roth, Rollover, Simplified Employee Pension, SIMPLE).

 

The new checking account must be owned or co-owned only by one or more
individuals.  Non-personal, fiduciary or trust accounts will not satisfy the
checking account requirement. The qualifying assets must be owned by one of the
same individuals, and may include assets owned through a revocable trust that
uses the same tax identification number as the individual. Bank of America
Private Bank fiduciary or custody accounts are not eligible.

 

Offer limitations: You are not eligible for this offer if you were an owner or
co-owner of a Bank of America personal checking account within the last (12)
months. Offer limited to one incentive per client. Clients must have a U.S.
domestic address (this includes Puerto Rico and PO Boxes) to qualify for this
offer. Clients with any foreign address are not eligible for this offer.

 

How it works:

 1. Meet with a Merrill advisor or Wealth Management Banking Specialist to
    discuss the offer.
 2. Open a new Bank of America Advantage Banking account by April 30, 2024.
 3. Fyour accounts (combination of eligible Bank of America deposit and Merrill
    investment accounts) with at least $250,000 qualifying new assets to receive
    $1,000 or at least $500,000 qualifying new assets to receive $3,000.
    1. Accounts funded with qualifying new assets within 60 days prior to when
       the checking account is open or within 60 days after the checking account
       is open are eligible to meet the funding requirements. Note that the same
       assets may not be used to qualify for multiple client incentives.
    2. For purposes of this offer, qualifying new assets are calculated by
       adding total incoming assets or transfers (including cash, securities
       and/or margin debit balance transfers) from external accounts.
    3. Eligible accounts that have been pledged may count towards new assets.
    4. Assets transferred from other accounts at Bank of America, Merrill, Bank
       of America Private Bank, or retirement plan accounts administered by
       MLPF&S/Bank of America do not count towards qualifying new assets. 
    5. Annuities and life insurance, even if held in an eligible account, do not
       count towards qualifying new assets.
 4. On day 61 after opening the checking account, your bonus tier will be
    determined based on your eligible new assets of at least $250,000 to
    $499,999 to receive the $1,000 incentive or $500,000 or greater to receive
    the $3,000 incentive across your eligible Merrill investment and Bank of
    America deposit accounts. You must also maintain a minimum of $5,000 daily
    in your new checking account from day 61 to120 after account opening. Gains
    and losses to qualifying investment balances from trading or market
    fluctuations will not be counted for purposes of meeting the balance
    requirements.
 5. Within 120 days after opening your checking account, your Bank of America
    Advantage Banking account must be deemed “active” by:
    1. Having at least one Bank of America Online or mobile banking login or,
    2. Have qualifying direct deposit made into the account. A “Qualifying
       Direct Deposit” is a direct deposit of regular monthly income – such as
       your salary, pension or Social Security benefits, which are made by your
       employer or other payer – using account and routing numbers that you
       provide to them. Examples of non-qualifying transfers and deposits
       include the following: teller deposits, wire transfers, debit card
       transfers, ATM transfers or deposits, Online and Mobile Banking transfers
       or deposits, or transfers from a bank or brokerage account or Merrill
       account.

 

Additional Terms and Conditions:

Your account does not qualify for the bonus described until you provide all the
information we require in connection with opening the account by the promotion
end date.

 

TAX DISCLAIMER: This includes information we require to identify each account
owner and to report the value of the bonus to the Internal Revenue Service
(IRS), including a validly completed IRS Form W-9 or Form W-8 (as applicable).
The value of the bonus may constitute taxable income to you. Bank of America may
issue an IRS Form 1099 (or other appropriate form) to you that reflects the
value of such bonus. To the extent required by law, Bank of America may withhold
tax or other amounts from the payment. Please consult your tax advisor, as
neither Bank of America, its affiliates, nor their employees provide tax advice.

 

If the offer requirements are met for either the $1,000 bonus or the $3,000
bonus, we will deposit the earned bonus directly into your eligible Bank of
America Advantage Banking account after (30) days but no more than (60) days
following the end of the 120-day maintenance period; if we are unable to do so,
a check will be issued. Your new Bank of America Advantage Banking account must
be open and in good standing up to and including the date any earned bonus is
paid to receive the bonus.

 

The minimum deposit required to open a Bank of America Advantage Relationship
Banking® account is $100. The Annual Percentage Yield (APY) for Bank of America
Advantage Relationship Banking for Wealth Management is as follows: less than
$50,000, 0.01%; $50,000 to less than $99,999, 0.02%; $100,000 - $999,999, 0.02%;
$1,000,000 and over, 0.02%. APYs are accurate as of 12/06/2023. Bank of America
Advantage Relationship Banking for Wealth Management is a variable rate account.
The rates may change after the account is opened. Fees may reduce earnings. View
additional rates for other types of checking accounts
here: https://www.bankofamerica.com/deposits/bank-account-interest-rates/.

 

For other account fees, rates and information, please see the Personal Schedule
of Fees. To obtain a copy consult your Merrill advisor (if applicable), visit a
financial center, or go to bankofamerica.com.


Reproduction, purchase, sale, transfer or trade of this offer is prohibited.
Offer may not be combined with any other offer. Offer does not apply to business
or second or multiple personal checking accounts.

 

Investment products:


Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

 

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

 

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 (“BofACorp.”). MLPF&S is a registered broker-dealer, registered
investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

 

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

 

Bank of America Private Bank is a division of Bank of America, N.A., Member
FDIC, and a wholly owned subsidiary of Bank of America Corporation.

 

2Bank of America employs Ipsos, the world’s third largest market research
company, in conjunction with Qualtrics to continuously measure Merrill Lynch
Wealth Management client satisfaction via an online survey. Results quoted are
from surveys conducted July 1 2022 – June 30 2023 with a total sample of 55,348
clients randomly drawn from the Merrill Lynch Wealth Management client base
after eligibility (minimum $20k in household assets, advised relationships) and
privacy exclusions (deceased, in litigation, bad email address, etc., and had
they been included percentages may be different). When asked how satisfied the
client was with their primary financial advisor, 92% rated them a 9 or 10; 6% a
6-8 and 2% a 1-5.

 

3Institutional Investor magazine announced BofA Global Research as one of the
Top Global Research Firms in 2022 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, and wholly owned
subsidiary of Bank of America Corporation. Learn more about the methodology at
Institutional Investor. 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.

 

ThinkAdvisor Luminaries 2023 published on November 28, 2023, with rankings based
on data as of April 18, 2023.   Merrill Advisor Match was awarded ALM's
ThinkAdvisor Luminaries award in the “Financial & Investment Innovation"
category.  The ThinkAdvisor Luminaries award honors firms that excel at
financial and investment innovation by creating new financial products,
services, or processes which meet advisor and investor client needs, while
delivering efficiency and competitive advantages to industry players via new
platforms and other tools. In evaluating entries, multiple factors were taken
into consideration, including the nominee's impact on the firm, it's advisors
and the broader professional community and industry, as well as on the landscape
of clients, prospective clients, investors and would-be investors nationwide. 
Compensation was not received from anyone in exchange for rankings for the
study.   Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as
“MLPF&S" or “Merrill") is a registered broker-dealer, registered investment
advisor, Member SIPC and wholly owned subsidiary of BofA Corp. Meet all of the
finalists and winners at ThinkAdvisor web site.

 







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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 (including financial planning) 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.

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.


INVESTMENT, INSURANCE AND ANNUITY 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



© 2024 Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

6209042-EXP-2025-06-20

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