Merrill Guided Investing - Finance
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description Merrill Guided Investing Overview

Merrill Guided Investing is the robo-advisory arm of Bank of America, offering a convenient way for bank customers to automate their retirement savings. It provides a range of portfolios managed by Merrill's investment team, with the added benefit of being able to see your investments alongside your bank accounts.

For those who want more guidance, they offer an 'Online with Advisor' tier that provides access to human financial professionals. It is a solid, reliable choice for Bank of America customers who want a trusted, integrated solution.

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What is Merrill Guided Investing?
Merrill Guided Investing is the robo-advisory arm of Bank of America, offering a convenient way for bank customers to automate their retirement savings. It provides a range of portfolios managed by Merrill's investment team, with the added benefit of being able to see your investments alongside your bank accounts. For those who want more guidance, they offer an 'Online with Advisor' tier that provides access to human financial professionals. It is a solid, reliable choice for Bank of America customers who want a trusted, integrated solution.
How good is Merrill Guided Investing?
Merrill Guided Investing scores 8.1/10 (Very Good) on Lunoo, making it a well-rated option in the Finance category.
What are the best alternatives to Merrill Guided Investing?
How does Merrill Guided Investing compare to Vanguard Personal Advisor?
See our detailed comparison of Merrill Guided Investing vs Vanguard Personal Advisor with scores, features, and an AI-powered verdict.
Is Merrill Guided Investing worth it in 2026?
With a score of 8.1/10, Merrill Guided Investing is highly rated in Finance. See all Finance ranked.

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