How to Invest With Merrill: Compare Your Investment Options

First and foremost, your investing journey is yours – your goals, your concerns,
your comfort level – it’s all about you.

Choices are a good thing.

There are many ways to invest – and a lot of factors go into finding the right approach for you. That’s why we have a full suite of investment solutions to meet you wherever you are. Take a look at the chart below.

Merrill Edge®
Self-Directed

Build your own portfolio and choose your own investments.
Merrill
Guided Investing

Get a portfolio that’s monitored by investment professionals. With this investment advisory program, you can choose to work with or without an advisor.⁹
Merrill Lynch Wealth
Management

For unique needs, work one-on-one with a dedicated advisor.

	Merrill Edge® Self-Directed Build your own portfolio and choose your own investments.	Merrill Guided Investing Get a portfolio that’s monitored by investment professionals. With this investment advisory program, you can choose to work with or without an advisor.⁹	Merrill Lynch Wealth Management For unique needs, work one-on-one with a dedicated advisor.
Advisory		Option to establish your goals or work 1-1 with an advisor	Advisors help establish goals and determine strategy
Investment minimum	No minimum	Online without advisor: $1,000 Online with advisor: $20,000	Generally $250,000
Investment choices	Full range of stocks, ETFs, mutual funds, options and bonds¹		Full range of stocks, ETFs, mutual funds, options and bonds¹
Portfolio management	Customizable online self-directed trading platform Customizable online self-directed trading platform	Managed by Merrill investment professionals²	Managed by Merrill investment professionals²
Access to research	Access to BofA Global Research and insights³	Access to BofA Global Research and insights³	Access to BofA Global Research and insights³
Pricing	Unlimited $0 online stock, ETF and option trades with no trade or balance minimums.⁴ Options contract and other fees may apply.*	Online without advisor: 0.45% annual program fee.⁵ Online with advisor: 0.85% annual program fee.⁶ Other fees may apply.** Qualify for discounted pricing with Bank of America Preferred Rewards.^7,8	Customized for you.
	Learn more	Learn more	Learn more

Figuring out how to invest? You've come to the right place.

Choices are a good thing.

Want to talk about the best approach
for you?

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Figuring out how to invest? You've come to the right place.

Choices are a good thing.

Want to talk about the best approach for you?

Want to talk about the best approach
for you?