Simplicity
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 MyMerrill.com® 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