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Investor Education

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Asset Allocator™

Is your portfolio in line with your objectives?

Determine your target asset allocation and learn how to balance your portfolio so it aligns with your investment objectives.
Use our asset allocator to understand your investment risks

Merrill Edge Investing Classroom

Get the investor education needed to build a portfolio.
Further your knowledge and understanding of stocks, mutual funds, bonds and ETFs through our in-depth series of online courses, ranging from investing basics to sophisticated strategies.

Education & planning resources

Our Perspectives

Get investment insights from Merrill Lynch
Helping you put Merrill Lynch insights to work
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets
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Looking for a different approach to investing?
Get a professionally managed portfolio aligned to your goals that's built, monitored and rebalanced by Merrill investment professionals with the option to work with a licensed advisor.
$600
Get up to $600 when you invest in a new Merrill Edge® Self-Directed account. How to qualify
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