Start planning today for tomorrow.
Merrill Edge Financial Toolkit TM
Merrill Edge financial tools and resources were designed to help clients improve their financial well-being and 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 EvaluatorTM
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  • Assess whether you’re on track financially to achieve the retirement you envision.
  • Discover steps you can take to help reach your retirement income needs.
  • Take advantage of practical ideas to help maximize your investment potential.
Asset AllocatorTM
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  • Determine your investment style and risk tolerance.
  • Compare your current and target asset allocations.
  • Learn how to balance your portfolio with your investment objectives.
Net Worth EstimatorTM
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  • Quickly determine your net worth using a simple formula of assets minus liabilities.
  • Learn helpful strategies such as dollar cost averaging1, automatic investing, debt management and asset consolidation.
  • Check in regularly to monitor your overall financial health.
College Planning Tools
  • Easily estimate the future cost of a college education.
  • Assess your current progress toward your college savings goals and the savings and investing strategies that may help you get there.
Performance Analysis
Track the performance of your holdings over various timeframes and compare your performance to a variety of indices.
Create customized screeners to follow the securities that matter to you. Filter mutual funds, stocks, fixed income, ETFs and CDs based on criteria such as performance, earnings or ratings.
Ready To Get Started?
Call 1.888.MER.EDGE (1.888.637.3343)
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24 hours a day, 7 days a week.
Help when you need it
Get ready for retirement. Calculate how much you'll need to retire.
1Dollar cost averaging does not assure a profit and does not protect against loss in declining markets. Dollar cost averaging involves continuous investing so investors should consider their ability to make periodic payments in all market environments.