Work with a Merrill Edge Financial Solutions Advisor™

Advice when you need it

Work with a Merrill Edge Financial Solutions Advisor who can help you identify your goals, recommend a managed portfolio and provide advice when you need it.
Or call us 24/7 at
866.460.1282
Whatever your life priorities and investing goals, a licensed Merrill Edge Financial Solutions Advisor can help you answer your most important investing questions, create an action plan that works for you and recommend a professionally managed portfolio by Merrill Lynch.1

The Merrill Edge Roadmap®

Work with a Financial Solutions Advisor to create a Merrill Edge Roadmap®, a personalized action plan aligned to your investing needs.2

What matters to you most?

A Financial Solutions Advisor will discuss your life priorities and investing goals to gain a better understanding of what matters most to you.

Receive a personalized action plan

Your action plan provides an investment strategy to pursue your investing goals.

A professionally managed portfolio by Merrill Lynch

We'll recommend a professionally managed portfolio aligned to your risk tolerance, time horizon and goals that is built, monitored and rebalanced3 as needed by a team of Merrill Lynch investment professionals.1

Get on track, stay on track

We'll help you get on track and stay on track with progress reports and periodic reviews with a Merrill Edge Financial Solutions Advisor. You'll also be able to view your progress anytime online with your own personalized dashboard.

Let's discuss your financial future

Or call us 24/7 at 866.460.1282
Have more complex wealth management needs?
Invest with a Merrill Lynch financial advisor or a team of U.S. Trust wealth management specialists to help you grow, preserve and manage your wealth.
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Online investing & trading
Online investing & trading
Put your ideas into action with step‑by‑step guidance, easy‑to‑use tools, award-winning research6 and flat-rate pricing of just $6.95 per online equity and ETF trade.*
* Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning ETFs. To learn more about Merrill Edge pricing, visit merrilledge.com/pricing
Merrill Edge Guided Investing
Merrill Edge Guided Investing
Pursue your goal with a low-cost, online portfolio built and managed by Merrill Lynch investment professionals.4,5,6
Please review the Merrill Edge Guided Investing Program Brochure (PDF) 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. Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
Learn more about our firm's background on
1 Global Wealth & Investment Management Chief Investment Office ("GWIM CIO") develops the investment strategies for Merrill Edge Select Portfolios, including providing its recommendations of mutual funds, ETFs and related asset allocations. Managed Account Advisors LLC ("MAA"), Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Select Portfolios strategies for client accounts, including facilitating the purchase and sale of mutual funds and 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).

2 Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center account.

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

4 Please review the Merrill Edge Guided Investing Program Brochure for important information including pricing, rebalancing, and the details of the investment advisory program.

5 Global Wealth & Investment Management Chief Investment Office ("GWIM CIO") develops the investment strategies for Merrill Edge Guided Investing (MEGI), 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).

6 Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

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