Find Out Where Your Investments Are
Identify where all your accounts are now. Make sure to include your 401(k) plans from past jobs.
See the Big Picture
Review your financial life - include your bank accounts and brokerage investment accounts. You may have duplicated some investments, and aren't as diversified as you think. 1
The Merrill Edge Solution
Access to Help
- Professionals are available to help you consolidate your accounts.
- A range of investment choices are available to help you pursue your financial goals.
Tools & Resources
Prefer to invest with guidance?