Merrill Edge

Booth: 301

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Merrill Edge is a streamlined investment service that provides customers with access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. With Merrill Edge, you can view and instantly transfer funds between your Merrill Edge investment accounts and Bank of America bank accounts.1 You'll be able to make more informed investment decisions with easy-to-use tools, actionable insights and one-on-one guidance.  

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Investment products:


Are Not FDIC Insured l Are Not Bank Guaranteed  l  May Lose Value


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. MLPF&S is a registered broker-dealer, Member SIPC and 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.  


Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.


1 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, SafeBalance BankingĀ®,  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.

Ā© 2017 Bank of America Corporation. All rights reserved.


Speaker Schedule

Generating Income with Weekly Options
February 9, 2018, 1:30 pm - 2:15 pm

Presented by: Tony Zhang


Catching Up on Retirement Savings
February 9, 2018, 4:30 pm - 5:00 pm

Presented by: Debra Greenberg


Outlook 2018
February 10, 2018, 9:00 am - 9:45 am

Presented by: Nick Giorgi