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

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Get investment insights from Merrill Lynch
Helping you put Merrill Lynch insights to work
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Merrill Edge Financial Solutions Advisor™
Learn how to qualify for up to 600 dollars
Get up to $600 when you enroll, open and fund a new Merrill Edge investment account or IRA.