Skip to main content
Merrill A Bank of America Company
Merrill A Bank of America Company
Open an account
Login
Open Menu bar
Why Merrill
Overview
How Are We Different?
Pricing & Fees
BofA Preferred Rewards
Insights
Investing & Banking Connected
Mobile Investing
Sustainable Investing
Awards & Accolades
Invest
Overview
Ways to Manage Accounts
Merrill Edge
®
Self-Directed
Merrill Guided Investing
Investing with an Advisor
Compare all
Investment Accounts
General Investing
Education Accounts
Investment Products
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
CDs
Options
Trading
Margin Trading
Order Execution Quality
Investment Tools
Idea Builder
Merrill Edge MarketPro
®
Plan
Overview
Tools
Personal Retirement Calculator
College Cost Calculator
Retirement Account Selector
401(k) Rollover Tool
529 Plan State Tax Calculator
View all tools
Life Planning
New to Investing
Plan for College
Tax Plannning
Investing by Life Stages
Retirement
Overview
Solutions
Rollover
Traditional IRA
Roth IRA
Retirement Resources
Income in Retirement
Plan for Retirement
Retirement Tools
Small Business
Small Business 401(k)
Individual 401(k)
SEP IRA
SIMPLE IRA
View all plans
Learn
Investing Insights & Education
Overview
Get Started Investing
Investing Basics
Market & Investing Insights
Product Education
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
Options
Help When You Want It
Find answers to
common questions
at Merrill
Schedule an
appointment
with Merrill
To find the small business retirement plan that works for you, contact:
franchise@bankofamerica.com
Open an account
with Merrill
Life Events
Caring for a sick or elderly loved one
If you are faced with taking on the responsibility of caring for an aging or ill loved one, these resources can help.
Keep in mind:
Look
into obtaining a power of attorney
Consider
a conservatorship if your loved one can't grant you power of attorney
See
what professional caregiving support is available
See the checklist
Browse resources
Read
Long-term care insurance: Understand your options
Consider long-term care insurance if you have assets to protect or want to avoid becoming a financial burden on your family.
The caregiver's financial guide
Five questions to help you prepare for what may be one of the most important roles of your life.
Your guide to Medicare: 5 key questions answered
Information you may need to activate coverage for yourself or your parents.
Preferred Rewards
Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
Learn more
Ready to get started?
Open an account
Find a local Merrill
Financial Solutions Advisor
Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
Learn more
Important disclosures
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.
MAP6638887-11302025