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Enjoy real benefits and rewards on your Merrill investing and Bank of America banking account balances. And as your balances grow, so do your benefits.Learn more about Preferred Rewards
Keep it together
Link your Merrill investing and Bank of America bank accounts to view and manage your money online and on your mobile device. With just one login, you can transfer funds instantly between your accounts.Footnote †
My name is Marcus Techtman, and I’m a licensed Merrill Financial Solutions Advisor. I work in conjunction with your Merrill Lynch Wealth Management Advisor to help assess your financial situation, understand your goals and discuss available strategies that may meet your needs. I will walk you through the process of setting up your Merrill account to help you pursue any part of your financial strategy.
My name is Marcus Techtman, and I'm a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.
- 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.
- You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three-calendar-month period. Bank of America Advantage SafeBalance Banking accounts count towards the checking account and balance requirements, and receive benefits. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.
Marcus Techtman is licensed to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Supervisory Office2555 W Chandler Blvd
Chandler, AZ 85224