You're learning about
merrill guided investing

The freedom of online investing, plus professionally managed portfolios

Online advice and guidance to help you plan for your future and pursue your goals.

Our goal is helping you reach yours

Tell us about yourself in an online experience and we'll provide a recommended investment strategy, designed by a team of Merrill investment experts, that's aligned to your goals.

Portfolios rebalanced as markets change

You choose an investment strategy, including socially responsible portfolios, that's right for you. A team of Merrill portfolio managers will monitor and rebalance so you can be confident your investments will stay in sync with your goals.

Get on track, stay on track

Visit your personalized dashboard to monitor your Guided Investing portfolio's performance. Change or add new goals whenever you like, so your portfolio keeps up with your changing needs.

Low fee, low minimum investment

You can get started with Merrill Guided Investing with as little as $5,000 — and the low 0.45% annual fee means that if your month-end balance is $10,000, next month's fee would be just $3.75. Other fees may apply.1

Banking and investing connected 

Merrill investing and Bank of America banking are connected, so you can view, manage and instantly transfer funds between your accounts with just one login.

 

Bank of America Preferred Rewards

Enjoy real benefits and rewards on your combined Merrill investment and Bank of America bank account balances with Preferred Rewards — like interest rate boosters on Rewards Savings and credit card rewards bonuses on eligible cards.2

Ready to get started?

  • 1

    Tell us about yourself and your investing goal. 

  • 2

    Review your recommended

    investment strategy.

  • 3

    Open and fund your account online. 

or call 866.848.6554

there's more than one way to invest

Merrill Guided Investing

A professionally managed portfolio is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of more than just one. Take a look and see.