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nd banking products from bank of america take a look personal banking lending investments retirement savings accounts insurance wealth planning resources insights the bullpen timely insights to help stay ahead of the curve october 20 2026 financial planning building for generations october 23 2026 today s markets four for the quarter top questions investors are asking right now view all planning tools articles events podcasts portfolio strategies find an advisor find an advisor your way choose how you d like to connect with us get started get matched with an advisor search by need or advisor name search by office location have an advisor call me pursue what s possible with advisors fully invested in you at merrill you ll work one on one with a dedicated advisor to create a customized strategy open the door to new opportunities and keep your needs front and center for every step of your financial journey what would you like the power to do connect with an advisor you can expect more from merrill an advisor focused on you work with an advisor dedicated to working with you towards your goals see what it s like the merrill advantage benefit from our years of experience helping meet clients needs learn more about us let us connect you we ll find an advisor who is ready to discuss your goals get started read relevant articles discover why clients turn to an advisor and how to find yours read relevant articles your dedicated advisor our advisors are good listeners and will put you first just tell us what matters most to you a personalized strategy powerful analytics and advice your advisor will show you the impact of your decisions to help keep you on track customized portfolio drawn from a wide range of investment choices transparency upfront conversations about cost and fee structure solutions for your full financial life financial planning insurance retirement philanthropy trust and tax aware strategies advanced offerings alternative investments when you qualify integrated banking lending access bank of america s array of solutions through your advisor a relationship on your terms communicate your way direct access to your advisor with your preference of check ins regular reviews track process and make adjustments as goals and priorities change more support your advisor can bring a team of specialists from all areas across the bank of america corporation connect with an advisor the merrill advantage for over 200 years 1 we ve built a distinctive reputation for personalized guidance transparency and client satisfaction that s why our advisors are among the most recognized in the industry and with 12 000 advisors nationwide we can help you find one in your area 1 7m clients connected with advisors they trust 2 95 record breaking client satisfaction with their advisor 3 4t total client investments entrusted to merrill 4 creative wealth solutions integrated digital capabilities actionable insights extensive solutions to help deliver your strategy access to vast resources and specialists to help manage complex needs across personal and multi generational wealth tailored solutions to help maximize cash safeguard liquidity and navigate the changing world customized strategies and global resources to support concentrated stock positions and business ownership take a look at all we offer your financial life at your fingertips link your mymerrill investment and bank of america banking accounts online to see day to day finances alongside investments securely communicate with your advisor instantly transfer funds between eligible accounts deposit checks scan and send documents 5 feel secure with monitoring like activity alerts and fraud protection discover all you can do digitally our market insights ready for you relevant thought leadership to inform your strategies top tier global markets research access to award winning 6 bofa global research cio reports and more experts latest perspectives on the markets and the global economy read today s markets updates connect with merrill on your terms have an advisor contact you already a merrill client invest on your own online ready to work with a dedicated advisor in your area fill out the form below there are items below that require your attention before submitting something went wrong your form couldn t be submitted correctly please try again first name last name email address confirm email address primary phone number zip code would you like us to contact you yes no investment minimum 250 000 by providing your contact information above you agree that a representative of merrill the brokerage affiliate of bank of america corporation may contact you via telephone and or email to discuss and or offer investment products and services that may be appropriate for you you agree that you are providing to us your consent for us to contact you regardless of any do not call or do not email privacy choices you may have previously expressed until you revoke this consent or up to 90 days you may revoke your consent at any time by notifying the merrill representative connect with an advisor thank you you ll receive an automated email confirming receipt of your request shortly a merrill financial advisor will be in contact with you in the coming days are you currently working with a merrill advisor log in to mymerrill or search by your advisor name 9am 9pm est m f 1 800 637 7455 are you looking for your 401 k retirement or equity awards account with merrill log in to benefits online 9am 9pm est m f 1 866 820 1492 if you re interested in building your own portfolio with a wide range of investment choices merrill edge self directed may work for you learn more get informed and get closer to your goals 5 top reasons people turn to a financial advisor by planning ahead for life s big events you can be better positioned to reach your financial goals how to select and work with the right financial advisor whether you are analyzing what your needs are or looking for a financial advisor to help manage your goals merrill can help how s your financial plan doing use this checklist to review progress with your advisor and identify steps you can take to help your plan work harder for you think of it as an annual financial tune up 1 since bank of america s beginnings in 1784 and the founding of merrill in 1914 2 internal client metrics as of aug 2025 3 bank of america employs ipsos the world s third largest market research company in conjunction with qualtrics to continuously measure merrill lynch wealth management client satisfaction via an online survey results quoted are from surveys conducted september 1 2024 august 31 2025 with a total sample of 37 874 clients randomly drawn from the merrill lynch wealth management client base after eligibility minimum 100 000 in household assets advised relationships and privacy exclusions deceased in litigation bad email address etc and had they been included percentages may be different when asked how satisfied the client was with their primary financial advisor 95 rated them a 9 or 10 4 a 6 8 and 1 a 1 5 4 source bank of america q4 2025 earnings as of dec 31 2025 5 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 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 6 extel formerly institutional investor research announced bofa global research as one of the top global research firms in 2024 based on surveys held throughout the year extel creates rankings of the top research analysts in a wide variety of specializations drawn from the choices of portfolio managers and other investment professionals the 2024 global research leaders ranking lists sell side research providers by the combined total number of positions earned across extel s 2024 research team surveys results of each survey are published separately throughout the year beginning in march 2024 with the japan research team and concluding in december 2024 with the global fixed income research team rankings for each poll are determined strictly by using numerical scores extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded firms are designated runners up when their scores fall within 35 percent of the third place scores bofa global research is research produced by bofa securities inc bofas and or one or more of its affiliates bofas is a registered broker dealer member sipc and wholly owned subsidiary of bank of america corporation rankings and recognition from extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement 7 these results may not be typical for all investors escalent an independent market research firm conducted an online survey on behalf of merrill a wholly owned subsidiary of bank of america corporation among affluent 250k u s adults age 21 and older results shown are based on a subset of respondents n 1897 who reported having at least 500 000 in investable assets and who worked with a dedicated financial advisor n 998 investable assets were self reported and defined as investments such as stocks mutual funds etfs and similar financial assets excluding the value of a primary residence or other real estate respondents were recruited through multiple panel providers specializing in affluent populations the survey was fielded from february 4 2026 through february 24 2026 survey participants are not necessarily clients of bank of america merrill or their wealth and investment management businesses when those surveyed who work with a financial advisor and also have 500k in investable assets were asked whether they felt confident they could achieve their financial goals 893 out of 998 89 4 500k advised respondents selected ratings 5 7 25 9 selected rating 5 36 2 selected rating 6 27 3 selected rating 7 9 7 selected ratings 3 4 and 0 8 selected ratings 1 2 percentages may not add up to 100 due to rounding percentages represent respondents who selected ratings of 5 6 and 7 on a seven point agreement scale where 1 completely disagree 2 mostly disagree 3 somewhat disagree 4 neither agree nor disagree 5 somewhat agree 6 mostly agree 7 completely agree 8 these results may not be typical for all investors escalent an independent market research firm conducted an online survey on behalf of merrill a wholly owned subsidiary of bank of america corporation among 3 071 affluent 250k u s adults age 21 and older results shown are based on a subset of respondents who reported having at least 250 000 in investable assets and who worked with a dedicated financial advisor n 1509 investable assets were self reported and defined as investments such as stocks mutual funds etfs and similar financial assets excluding the value of a primary residence or other real estate respondents were recruited through multiple panel providers specializing in affluent populations the survey was fielded from february 4 2026 through february 24 2026 survey participants are not necessarily clients of bank of america merrill or their wealth and investment management businesses when asked whether they felt in greater control of their financial life 1344 out of 1509 89 06 250k advised respondents selected ratings 5 7 25 7 selected ratings 5 40 0 selected ratings 6 and 23 4 selected ratings 6 10 4 selected ratings 3 4 and 0 6 selected ratings 1 2 percentages may not add up to 100 due to rounding percentages represent respondents who selected ratings of 5 6 and 7 on a seven point agreement scale where 1 completely disagree 2 mostly disagree 3 somewhat disagree 4 neither agree nor disagree 5 somewhat agree 6 mostly agree 7 completely agree empower retirement readiness trends 2025 investmenttrends new retiree regrets highlight planning gaps advisors can help close feb 2 2025 additional resources corporations institutions job seekers media journalists shareholders about us why merrill our services form crs other resources additional resources corporations institutions job seekers media journalists shareholders about us why merrill our services form crs other resources investment and insurance products are not fdic insured are not bank guaranteed may lose value are not deposits are not insured by any federal government agency are not a condition to any banking service or activity investing involves risk there is always the potential of losing money when you invest in securities past performance does not guarantee future results asset allocation rebalancing and diversification do not guarantee against risk in broadly declining markets 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 this material is not intended as a recommendation offer or solicitation for the purchase or sale of any security or investment strategy merrill offers a broad range of brokerage investment advisory and other services additional information is available in our client relationship summary this material does not take into account a client s particular investment objectives financial situations or needs and is not intended as a recommendation offer or solicitation for the purchase or sale of any security or investment strategy merrill offers a broad range of brokerage investment advisory and other services there are important differences between brokerage and investment advisory services including the type of advice and assistance provided the fees charged and the rights and obligations of the parties it is important to understand the differences particularly when determining which service or services to select for more information about these services and their differences speak with your merrill financial advisor merrill lynch pierce fenner smith incorporated also referred to as mlpf s or merrill makes available certain investment products sponsored managed distributed or provided by companies that are affiliates of bank of america corporation bofa corp mlpf s is a registered broker dealer registered investment adviser member sipc and a wholly owned subsidiary of bofa corp the chief investment office cio provides thought leadership on wealth management investment strategy and global markets portfolio management solutions due diligence and solutions oversight and data analytics cio viewpoints are developed for bank of america private bank a division of bank of america n a bank of america and merrill lynch pierce fenner smith incorporated mlpf s or merrill a registered...
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