At Merrill, we have the people, tools and personalized advice and guidance to help turn your ambitions into action.
Merrill Edge Self-Directed offers a personalized online investing experience that gives the investment insights of Merrill and the convenience of Bank of America banking, access to research, and step-by-step guidance and flexible tools to simplify choosing investments.
Presented by: Tony Zhang
Presented by: Peter Ashton
Merrill Edge is an 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 banking accounts.1 You’ll be able to make more informed investment decisions with easy-to-use tools, actionable insights and one on one guidance. Visit merrilledge.com/expo to learn more.
Merrill Edge® is available through Merrill Lynch, Pierce, Fenner &Smith Incorporated (MLPF&S), and consists of Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
1Certain 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, Bank of America Advantage SafeBalance Banking™, 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.
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