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Before your consultation
  • Collect your bank statements, brokerage documents or any other financial information you might have
  • If you need to make any changes, please call 888.394.2232 Monday through Friday 9 a.m. to 9 p.m. and Saturday 9 a.m. to 5 p.m. ET
  • Expect a confirmation email the day before with your call date and time and the phone number we will be calling
Customizable trading platform
Introducing a customizable dashboard that lets you execute trades, research securities and monitor watchlists with ease.
Professionally managed portfolios
Merrill Edge Select Portfolios allow you to diversify and align investments with your financial goals.
Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge® Self-Directed relationship. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change.