Do you have BOA investment account or just Fidelity/Vanguard?

BofA, Fidelity, Schwab, Interactive Brokers

BOA uses Merrill. I use Merrill as it gets you enrolled in preferred rewards which leads to higher credit card cash back.

Chase Brokerage mainly. Some money in Fidelity

BoA with Merrill gets you 5.25% 1 category cashback cards without any fee. Fidelity if you trade a lot or have high net worth has TurboTax Pro for free. And heavily discounted otherwise (alternatives are better though). Vanguard just cause boomer mindset. Have it all