How to Choose and Open A New Merrill Investing Account

When you choose to invest with Merrill, you choose the convenience of managing Merrill investment and Bank of America bank accounts with just one log-in.

You’ll get step-by-step guidance in straightforward language to help you be more informed.

We want you to get started on the right foot by choosing the right account. This video will simplify the process in three easy steps.

Step 1 - Choose the right account type for you:
We’ll show you where you can find more information about retirement accounts and general investing accounts.

Step 2 – Choose how you want to invest with us:
We’ll show you where to find information on the ways you can invest with us; Merrill Edge® Self-Directed or Merrill Guided Investing, an investment advisory program.

Step 3 – Open your account:
We’ll show you how easy it is to open your account. And it’s even easier if you’re a Bank of America client because your information is prefilled for you.

Still not sure? Call or schedule an appointment with one of our Merrill advisors to help you.