The Investor
15 Sep 2026, 15:31
Merrill Launches New Services for Tax-Efficient Portfolio Transitions and Cash Investing
Bank of America’s Merrill has launched two new investment services designed to help wealth-management clients transition portfolios and deploy cash more systematically.
The Tax Efficient Transition Service allows investors holding appreciated securities to gradually move assets into managed strategies rather than selling and reinvesting everything at once. The approach is intended to help clients manage the realization of capital gains while moving toward their target portfolio allocation.
Merrill also introduced a Dollar Cost Averaging Service, which automatically invests cash into eligible managed strategies according to a client-selected schedule. The service is designed to reduce the impact of short-term market volatility and encourage disciplined investing rather than attempting to time the market.
Both services combine automation with professional portfolio oversight and are available through the Merrill Lynch Investment Advisory Program without additional program fees.
Bank of America’s Merrill has launched two new investment services designed to help wealth-management clients transition portfolios and deploy cash more systematically.
The Tax Efficient Transition Service allows investors holding appreciated securities to gradually move assets into managed strategies rather than selling and reinvesting everything at once. The approach is intended to help clients manage the realization of capital gains while moving toward their target portfolio allocation.
Merrill also introduced a Dollar Cost Averaging Service, which automatically invests cash into eligible managed strategies according to a client-selected schedule. The service is designed to reduce the impact of short-term market volatility and encourage disciplined investing rather than attempting to time the market.
Both services combine automation with professional portfolio oversight and are available through the Merrill Lynch Investment Advisory Program without additional program fees.
