• Invest on your terms

    No matter what your investing style, we have an approach that can work for you. Take a look at the options below to see which one (or more) can help you meet your goals.

  • Merrill Edge®
    Self-Directed Investing

    A personalized online experience with a

    full range of investments, easy-to-use tools,

    step-by-step guidance, and research and

    insights to help you make more informed

    decisions.

  • Merrill EDGE®
    Guided Investing

    Pursue your financial goals with an online

    investment advisory program that combines

    the benefits of online investing with

    professionally managed portfolios.¹²

  • Merrill Lynch®
    Wealth Management

    Work one-on-one with a dedicated, local

    advisor on a personalized financial strategy

    that meets your unique goals.

See what’s right for you

 

SELF-DIRECTED INVESTING

GUIDED INVESTING

WEALTH MANAGEMENT

Ways to invest

Make your own investment decisions

Online with professionally managed portfolios2

Online investing with professionally managed portfolios2

Personalized financial strategy based on unique goals

Account options

Retirement, general investing, education

Account options: retirement, general investing and education

Retirement, general investing

Account options: retirement and general investing

Retirement, general investing, education, trust and estate planning services, tax minimization strategies, philanthropic giving and more

Account options: retirement, general investing, education, trust and estate planning services, tax minimization strategies, philanthropic giving and more

Dedicated advisor

No dedicated advisor

No dedicated advisor

Dedicated advisor

Access to guidance

Access to guidance

Access to guidance

Access to guidance

Investment choices

Stocks, ETFs, well-known mutual funds, bonds and options

Investing choices: Stocks, ETFs, well-known mutual funds, funds, bonds and options

Merrill Lynch professionally managed portfolios²

Full range of investing solutions

Bank of America Merrill Lynch Global Research, Morningstar, CFRA (S&P Global)

Bank of America Merrill Lynch Global Research, Morningstar, CFRA (S&P Global)

Bank of America Merrill Lynch Global Research, Morningstar, CFRA (S&P Global)

Bank of America Merrill Lynch Global Research, Morningstar, CFRA (S&P Global)

Bank and invest with one login

Bank and invest with one login

Bank and invest with one login

Bank and invest with one login

24/7 access to an investment professional

24/7 access to an investment professional

24/7 access to an investment professional

24/7 access to an investment professional

Investment minimum

None

No investment minimum

$5,000

$5,000 investment minimum

$250,000

$250,000 investment minimum

Pricing

$6.95 online stock & ETF trades or qualify for $0 trades.3 Other fees may apply.*

Low annual fee of 0.45%.** Other fees may apply.*

Based on advisor services and investment offerings

Pricing based on advisor services and investment offerings