Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Manage your investments, loans, and spending all through a single platform. You define your financial strategy, and we take care of the automation. With a user-friendly and complimentary app, M1 handles the routine tasks, allowing you to focus on your broader financial goals. Experience an ideal balance of customization and automation while making your financial decisions. Saving on management fees means more resources for you to invest in your future. Your time is as precious as your finances, so you make the important choices, and we take care of the details. You understand that true wealth accumulation comes from consistent investing rather than short-term trading or ignored retirement funds. Our service is designed to be flexible, tailored to your needs, and highly automated. Your finances are invested intelligently in a manner that suits you, all at no cost. Enjoy a flexible credit line at an exceptionally low rate, borrowing against your investments with minimal hassle. Experience the best aspects of digital banking, seamlessly connected to your investment strategy, empowering you to make every dollar work effectively for you. This approach not only simplifies financial management but also enhances your potential for long-term growth.
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
Integrations
Chartlog
No
Option Alpha
Yes
QuickBooks Online
Yes
Taiki
No
The Dividend Tracker
Yes
Utluna
No
Integrations
Chartlog
Yes
Option Alpha
No
QuickBooks Online
No
Taiki
Yes
The Dividend Tracker
No
Utluna
Yes
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
No
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
No
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)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
M1 Finance
Founded
2015
Country
United States
Website
www.m1finance.com
Vendor Details
Company Name
Merrill Edge
Founded
2010
Country
United States
Website
www.merrilledge.com