Help every step of the way

Prioritize your goals, choose your investments, track your progress and reassess periodically.
Wherever you are in the investing cycle, we can help you make more informed investment decisions.

Select your investments

Proper asset allocation can be critical to smart investing
An automatic investment plan makes it easy to invest in mutual funds regularly, on your schedule.1
Investments are the building blocks of a portfolio, so a little homework can go a long way. First, identify your risk profile, from conservative to aggressive. Next, select your asset allocation. Use the Asset Allocator™ to help you determine a target allocation that reflects your investment style, time horizon, liquidity needs and objectives.
Learn how to build, manage and monitor an investment portfolio that meets your needs.
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Portfolio-building resources

Use our screeners to narrow search results, set alerts, create watchlists and more:
You can also explore target date and target asset allocation funds, which offer the benefits of a diversified portfolio in a single mutual fund with a low minimum investment.2, 3
Learn more about investing and investing strategies:
We've made it easier to build a balanced portfolio by doing some of the legwork for you:

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Tools, insights and people to help make you a more informed investor.

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1 Keep in mind that an automatic investment plan cannot guarantee a profit or prevent a loss in declining markets. Since such an investment plan involves continual investment in securities regardless of fluctuating price levels, you should consider your willingness to continue purchasing during periods of high or low price levels.

2 The target date for these funds is the approximate date when an investor plans to start withdrawing the assets from their retirement account. The principal value of these funds is not guaranteed at any time, including at the target date. These funds are designed to become more conservative over time as the target date approaches.

3 Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

4 Global Wealth & Investment Management Chief Investment Office ("GWIM CIO") develops the investment strategies for Merrill Edge Guided Investing, including providing its recommendations of ETFs and related asset allocations. Managed Account Advisors LLC, Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Guided Investing strategies for client accounts, including facilitating the purchase and sale of ETFs in client accounts and updating account asset allocations when the GWIM CIO's recommendations change, while also implementing any applicable individual client or firm restriction(s).

Please review the Merrill Edge Guided Investing Program Brochure at for important information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. This program is not offered through an advisor.