There are many ways to invest with Merrill. Explore to find what’s right for you

 

Merrill Edge®
Self-Directed

A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action.

Merrill
Guided Investing

A goals-based investment advisory program with investment portfolios built, rebalanced1 and monitored by Merrill investment professionals, with the option to work with an advisor.2,6

Online
Online with an advisor

Merrill Lynch Wealth Management

Work one-on-one with your dedicated advisor team who will help you build a comprehensive financial strategy designed to help grow and preserve your wealth.

Online and mobile investing tools

Online
Online with an advisor

Access to BofA Global Research and insights3

Online
Online with an advisor

Customizable trading platform

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Online
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Online with an advisor
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Full range of stocks, ETFs, mutual funds, options and bonds

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Online
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Online with an advisor

Investment portfolios managed by Merrill professionals2

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Online
Online with an advisor

Establish goals online and receive a recommended investment strategy

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Online
Online with an advisor
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Advisor helps you establish goals and determine your investment strategy

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Online
Online with an advisor

Dedicated advisor team offers a wide range of investing solutions

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Online with an advisor

Dedicated advisor team may provide custom planning for key aspects of your financial life

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Online with an advisor

Investment minimum

No minimum

$1,000

Online

$20,000

Online with an advisor

Generally $250,000

Pricing

Unlimited $0 online stock, ETF and option trades with no trade or balance minimums. Options contract and other fees may apply.*

0.45% annual program fee.7 Other fees may apply.**

 

Qualify for discounted pricing with Bank of America Preferred Rewards.4

0.45% annual program fee.7 Other fees may apply.** Qualify for discounted pricing with Bank of America Preferred Rewards.4

Online

0.85% annual program fee.7 Other fees may apply.**

 

Qualify for discounted pricing with Bank of America Preferred Rewards.4

0.85% annual program fee.7 Other fees may apply.** Qualify for discounted pricing with Bank of America Preferred Rewards.4

Online with an advisor

Customized for you.5

 

Prefer to speak with Us?

Give us a call at 866.848.6554