Merrill Edge Financial Toolkit

The tools to help you build your financial future

Merrill Edge Financial Toolkit ^TM

The Merrill Edge Financial Toolkit was designed to help clients improve their financial well being and provide them with access to information to help them make short- and long-term investment decisions with confidence. As a Merrill Edge client, you’ll have access to our planning tools, calculators and educational resources, which will provide you with valuable tips, strategies and additional information based on your current standing and future goals.

Retirement Evaluator^TM

Assess whether you’re on track to pursue your retirement income needs.

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Asset Allocator^TM

Determine your target goal, and learn about balancing your portfolio and investment objectives.

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Net Worth Estimator^TM

In two simple steps, calculate your net worth, an important indicator of your overall financial health.

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Merrill Edge self-directed investing

Tailored research, tools and resources for independent investors. Learn More »

Open a self-directed account

Merrill Edge Advisory Center™

Professional advice and guidance to help you meet your personal financial goals. Learn More »

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Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge^TM nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.

Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).

Investment Products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.