Wealth should liberate you, freeing you to pursue passions and interests. Managing the ever-increasing complexity of your financial life, however, can quickly become all-consuming. At Merrill, we work to help transform the way you interact with your wealth by distilling that complexity into clear findings and thoughtful guidance, grounded in a personalized plan.


We believe planning is more than a conversation about your goals. It’s a roadmap that informs your decisions both now, and in the future — while giving you the financial freedom to live your life more fully. Your Private Wealth Advisor can help you create a personalized plan that allows you to:

  • Better understand where you are today with a modern visualization of your wealth
  • Get answers to your most pressing questions about your financial future
  • Explore various savings and investing scenarios as you evaluate tradeoffs
  • See the path forward that gets you closer to achieving your goals
  • Pivot and revise your plan in real time when life changes and opportunities arise

Enjoy simple, convenient access to your finances with® and Bank of America Mobile & Online Banking1

  • Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library
  • View your entire financial picture on one screen
  • Connect securely with your Private Wealth Advisor
  • Transfer money instantly between eligible Bank of America, Merrill and outside accounts
  • Scan and send documents
  • Access the latest Merrill insights

A Private Wealth Advisor can help you learn more

Mobile Banking requires that you download the Mobile Banking app and is only available for select mobile devices. Message and data rates may apply.