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Merrill Lynch Investment Advisory Program

Personalized advice and investing with your goals at the center

At Merrill, we believe that your investments should be a reflection of you—your life, your priorities, your goals. One of the investment approaches available to you is the Merrill Lynch Investment Advisory Program.

 

Background image for personalised advice and investing with your goals
Personalized advice and investing with your goals at the center

At Merrill, we believe that your investments should be a reflection of you—your life, your priorities, your goals. One of the investment approaches available to you is the Merrill Lynch Investment Advisory Program.

 

At Merrill, you can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. See the Client Relationship Summary for more information.

If the Merrill Lynch Investment Advisory Program is right for you, you will have access to personalized advice through your dedicated financial advisor. It offers you:

  • A broad selection of investment solutions, including individual funds, equities and fixed income securities
  • Access to strategies managed by us and from approved investment managers
  • Ongoing monitoring of your investment advisory account
  • Choice to maintain control of day-to-day investment decisions or delegate them to your advisor, Merrill or a third-party investment manager
  • A customized and negotiated annual fee, based on your assets

At Merrill Lynch, you can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. See the Client Relationship Summary for more information.

If the Merrill Lynch Investment Advisory Program is right for you, you will have access to personalized advice through your dedicated financial advisor.

If the Merrill Lynch Investment Advisory Program meets your needs, it offers you:

  • A broad selection of investment solutions, including individual funds, equities and fixed income securities
  • Access to strategies managed by us and from approved investment managers
  • Ongoing monitoring of your investment advisory account
  • Choice to maintain control of day-to-day investment decisions or delegate them to your advisor, Merrill or a third-party investment manager
  • A customized and negotiated annual fee, based on your assets

 

An integrated view of your wealth

As a Merrill Lynch Investment Advisory Program client, you will also have access to Wealth Overview to give you deeper insights into your relationship with us. You’ll see your Wealth Overview in the report that Merrill provides to you through the Merrill Lynch Investment Advisory Program. It is also available in a personalized video that your advisor can share with you.

It combines information from your banking, brokerage and investment advisory accounts, as well as accounts at other firms that you have shared with your advisor. It also provides additional insight into your Merrill Lynch Investment Advisory Program accounts, which includes holdings, performance and investment profile information.

 

Let’s talk about your financial future

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Connect with an advisor and start
a conversation about your goals.
Give us a call at 1.866.706.8321
9am – 9pm Eastern, Monday – Friday

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