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New Merrill Platform Offers Combined Digital and Advisory Solutions

Service Providers

Bank of America has announced the launch a new offering that will deliver advice and guidance to clients through an advisor and an enhanced digital platform. 

According to the announcement, the expansion of Merrill Guided Investing to include the option to work with a Merrill Financial Solutions Advisor (FSA) enables clients to work with an FSA to identify their life priorities, chart a course toward pursuing their financial goals and track their progress. It also will allow access to 25 investment strategies managed within the company’s Chief Investment Office, compared to 15 strategies offered through the digital-only version of Merrill Guided Investing.

The new offering will be made available through FSAs in Bank of America financial centers, Merrill Advisory Centers and Merrill offices around the country.