Work with an 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 888.637.3343
 
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.Footnote 1

Find a Financial Solutions Advisor at a Bank of America® financial center near you

 

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.Footnote 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 rebalancedFootnote 3 as needed by a team of Merrill Lynch investment professionals.Footnote 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 888.637.3343
 

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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More ways to invest

Online investing and trading

Online investing & trading

Put your ideas into action with step-by-step guidance, easy-to-use tools, access to award-winning research and flat-rate pricing of just $6.95 per online equity and ETF trade. Other fees may apply*
Learn more

Merrill Guided Investing

Pursue your investing goals with an online investment advisory program and experience the best of online investing with professional portfolio management by Merrill LynchFootnote 1,4,5—all at a low cost.
Learn more about Guided Investing
* 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
 
Learn more about our firm's background on FINRA's BrokerCheck
The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing, including providing its recommendations of ETFs and related asset allocations. Managed Account Advisors LLC (MAA), Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs in client accounts and updating account asset allocations when the 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.

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

Please review the Merrill Guided Investing Program Brochure (PDF) at merrilledge.com/guided-investingprogram-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. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the custodian of this account for the benefit of another person, please keep in mind that these assets will be invested for the benefit of the other person. Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated ("MLPF&S"). MLPF&S and Managed Account Advisors LLC ("MAA") are registered investment advisors. Investment advisor registration does not imply a certain level of skill or training.
5 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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