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Like all Merrill Clients, you'll get industry-leading serviceFootnote 2 and guidance along the way from licensed Merrill professionals — available online, by phone and at a Bank of America financial center near you.

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体育平台app Self-Directed was named the Best Broker for Customer Service in 2020, according to Investopedia. Footnote 2

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体育平台app® Self‑Directed

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

Tell us your goals and we will match you to a diversified Investment portfolio and strategy built, monitored and rebalanced by Merrill Investment professionals.Footnote 1
Learn moreabout Guided investing

Have more complex wealth management needs?

Invest with a Merrill Lynch Wealth Management advisor to help you grow, preserve and manage your wealth.Footnote 1
Footnote 
The Chief Investment Office (CIO) develops the 体育平台app strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, 体育平台app 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 体育平台app 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).

You may also be able to obtain the same or similar services or types of 体育平台apps through other programs and services, both 体育平台app advisory and brokerage, offered by Merrill; these may be available at lower or higher fees than charged by the Program. The services that you receive by investing through Merrill Guided Investing or Merrill Guided Investing with Advisor will be different from the services you receive through other programs. You may also be able to obtain some or all of these types of services from other firms, and if they are available, the fees associated with them may be lower or higher than the fees we charge.
Footnote asterisk 
Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including pricing, rebalancing, and the details of the 体育平台app advisory program. Your recommended 体育平台app strategy will be based solely on the information you provide to us for this specific 体育平台app 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. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or 体育平台app 体育平台app advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated ("MLPF&S"). MLPF&S and Managed Account Advisors LLC ("MAA") are registered 体育平台app advisers. Investment advisor registration does not imply a certain level of skill or training.
Footnote 
体育平台app Self-Directed received 3.5 out of 5 stars overall in Investopedia's Annual Review, March 17, 2020. Investopedia rates online brokers based on 12 key categories and 103 variables. Rankings for subcategories may vary. Learn more at Investopedia. Reprinted with permission of Investopedia. Rankings and recognition from Investopedia are no guarantee of future 体育平台app success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or 体育平台app strategy. Merrill offers a broad range of brokerage, 体育平台app advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain 体育平台app products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, a registered 体育平台app adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
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


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