A professionally managed portfolio at a low cost
Get more than just automated investing; with Merrill Guided Investing**, you get advice and a portfolio monitored and rebalanced by Merrill professionals 1,2 — all at a cost that may surprise you.
Your goals, our investment strategies
Tell us about yourself and your goals, and get investment strategies aligned to your needs, with the flexibility to evolve as your life changes. Footnote 2
Keep your goals on track.
Your personalized dashboard allows you to monitor your portfolio’s performance, make updates, and add new goals whenever you like. Get more than just automated investing — get the digital advice and strategies to help you meet your goals.
Socially-responsible portfolios
Make an impact on your world with the option to invest in sustainable portfolios. Note seven is aligned with your values.
INVESTING AND BANKING CONNECTED
Your Merrill Investment and Bank of America® bank accounts are accessible through a seamless experience with a single login.
Frequently Asked Questions
ABOUT MERRILL GUIDED INVESTING
How do I know if Merrill Guided Investing is right for me?
Merrill Guided Investing may be right for you if:
- You’re looking for an investment advisory program with a low fee for your goal online through a professionally managed portfolio vs. doing it yourself.
- You want an investment strategy built and managed by investment professionals in portfolio construction and investment selection by the Chief Investment Office (“CIO”).
* The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with the Advisor, including providing its recommendations for ETFs, mutual funds, and related asset allocations. Managed Account Advisors LLC (MAA), Merrill’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 and mutual funds 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).
