Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

As your investing priorities evolve, you can rest assured that we will support you throughout the journey. With tailored investment solutions that include insights, guidance, and tools, you can confidently transform your investment ideas into reality. Share your objectives with us, and Merrill investment professionals will design, oversee, and adjust your portfolio accordingly. Enjoy the advantages of Merrill Guided Investing online, complemented by the support of a dedicated advisor throughout the process. Your investment balances can qualify you for Preferred Rewards benefits and pricing reductions, enhancing your financial experience. Participants in the program benefit from perks such as credit card rewards bonuses, discounts on home and auto financing, waivers for monthly account maintenance fees, and much more. As life continually changes, Merrill remains attuned to your evolving needs, offering the advice, guidance, insights, and tools necessary to maximize every opportunity, regardless of what your future aspirations may be. By partnering with us, you can feel more empowered to navigate the complexities of investing with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Taiki Yes 
APS Payroll Yes 
Akoya Yes 
CFO Silvia Yes 
Coin Metrics Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Dividend.watch Yes 
FirstClose Yes 
Kinfo Yes 
Nitrogen Yes 
Obol Yes 
Option Alpha Yes 
PortfolioPilot Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
ProTracker RMD Yes 
Surmount AI Yes 
The Dividend Tracker Yes 
VISE Yes 

Integrations

Taiki Yes 
APS Payroll No 
Akoya No 
CFO Silvia No 
Coin Metrics No 
Crypto Backoffice No 
Diversiview No 
Dividend.watch No 
FirstClose No 
Kinfo No 
Nitrogen No 
Obol No 
Option Alpha No 
PortfolioPilot No 
PremiumGuardHQ No 
ProTracker Advantage No 
ProTracker RMD No 
Surmount AI No 
The Dividend Tracker No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Merrill Edge

Founded

2010

Country

United States

Website

www.merrilledge.com

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