Employee banking1 and investing2

Whether they’re just starting out or dealing with the more complex needs of a C-level executive, your employees will have access to a dedicated team of specialists that can work one-on-one with employees to provide ongoing financial education and guidance. Supporting your employees through every stage of their financial lives with banking solutions from Bank of America and investing solutions from Merrill.


How we make it happen

Special banking benefits


Delivering a suite of benefits on select banking services to employees with a company payroll direct deposit into an existing or new eligible personal Bank of America® checking or savings account.


  • Useful lineup of Bank of America banking benefits
  • More benefits with enrollment in our Preferred Rewards program2
  • High-tech, high-touch engagement


Financial education


  • Engaging online content through Better Money Habits®
  • Versatile tools and calculators help your employees spend smarter and save more
  • Workshops and webinar options for on-site and virtual engagement with a local specialist


Simplified implementation


  • No technology development
  • No firm-to-firm data transfer
  • No exclusivity arrangement

Watch our video to learn more about the benefits to employees of companies that make this offering available.

Get in touch today

Khristian Hawver-Scott headshot

Khristian Hawver-Scott

Corporate Employee Banking &

Investments Executive

609 274 8692


Woman smiling picking flowers

Life priorities

The financial lives of employees aren't just about markets and returns, but about their families, priorities, and the moments that matter most throughout every stage of their lives. We help make financial wellness personal and actionable through the lens of what's most important to employees.

Find out how we can help. Connect with us.

See how our banking with Bank of America and investing with Merrill can help empower your employees.

1 The bundle of no-fee banking services is available on qualified checking or savings accounts. A qualified account is an existing or new eligible personal Bank of America checking or savings account receiving a participating Company payroll direct deposit. These banking benefits will be applied within 60 days following Bank of America’s identification of your Company payroll direct deposit into your eligible account.

Investment products are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.