a choice for you

Merrill Guided Investing

Merrill Guided Investing provides the guidance you need to help pursue your investing goals. Get a portfolio that's built, monitored and rebalanced by Merrill investment professionals for a low $1,000 minimum investment. Merrill Guided Investing is an Investment Advisory Program.^1,² 

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Set your investment goals online and track your progress and make updates whenever you need to.
Invest knowing that you will have access to strategies aligned to your goals, with the flexibility to evolve as your needs change over time.

Learn more Open an account

Program fee to start. Invest in a new account and we’ll waive the program fee for 6 months. Must use offer code 6MONTHSFREE. Conditions and other fees apply.* Then you’ll pay an annual program fee of 0.45% ²^,³

Here’s what else might work for you

Merrill Guided Investing with an advisor could also suit your needs. With this investment advisory program offering, you can work with an advisor who can help you define your goals, get started with an investment plan and help you stay on track.²

Would it help to take a look at all our offerings in more detail? Compare our investing approaches.

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

Merrill Guided Investing

Program fee to start. Invest in a new account and we’ll waive the program fee for 6 months. Must use offer code 6MONTHSFREE. Conditions and other fees apply.* Then you’ll pay an annual program fee of 0.45% 2, 3

Here’s what else might work for you

Program fee to start. Invest in a new account and we’ll waive the program fee for 6 months. Must use offer code 6MONTHSFREE. Conditions and other fees apply.* Then you’ll pay an annual program fee of 0.45% ²^,³