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  2. At Merrill, We Take A Personalized Approach To Investing Focused On Your Future. Prepare For Your Future By Connecting With A Merrill Financial Advisor.

    8425 PULSAR PLACE, COLUMBUS, OH · Directions · (614) 880-4817

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  2. Merrill offers a broad range of brokerage, investment advisory (including financial planning) 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.

  3. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary .

  4. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary .

    • What services does Merrill offer?1
    • What services does Merrill offer?2
    • What services does Merrill offer?3
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    • What services does Merrill offer?5
  5. Bank. Borrow. Invest. Get rewarded for it. With Preferred Rewards3, you can enjoy benefits tailored for you based on all the ways you work with us – like banking with Bank of America and investing with Merrill. Which investing approach is right for you? Compare your choices.

  6. For more information about our brokerage services and investment advisory programs, see ml.com/CRS. We offer a wide variety of investment products. These products are available to you for investment based on factors such as account limitations, client and Advisor/FSA eligibility and our product approval process.

  7. You can invest your way with access to a wide range of stocks, bonds, ETFs and well-known mutual funds. Enjoy unlimited $0 online stock, ETF and option trades, with no annual account fees or balance minimums.1 Options contract and other fees may apply.* Get access to timely insights and investing ideas from BofA Global Research.2.

  8. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS) (PDF) .

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