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Investing with Merrill
How you invest is up to you

Merrill can help you pursue your financial goals with confidence, convenience and control—whether you choose your own investments or prefer advice and guidance.

Investing facts There’s more than one way to invest

Whether you are new to investing or have been doing it for a while, it’s always good to get a refresher. And because everyone’s investing journey is different, Merrill offers several approaches, including the option to work one-on-one with a dedicated advisor.


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Have a 401(k)? You’re already investing.

Make sure you know the answers to these 10 key questions to help get the most out of your plan and pursue the retirement you want.

Stocks and mutual funds Stocks offer a variety of investment choices

Investing can feel like another language altogether, even to the seasoned investor. Get the basics on stocks and explore tools and resources to help you get started.

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Simplify your strategy with mutual funds

Mutual funds offer investors an array of solutions. If you’re interested in ETFs, you can get simple, actionable explanations to help you make decisions with Fund Story, our interactive experience from Merrill Edge.

Fine-tune your strategy Find your unique mix

If you’re looking to add something new to your portfolio, be sure to consider your risk tolerance, liquidity needs and time horizon, as well as asset allocation and tax implications.

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Investments in retirement Retire on your terms

Retirement looks different for everyone. And so does planning for it. Merrill offers an array of tools and resources whether your retirement seems ages away or can’t come fast enough.