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Milledge Guided Investing merrilledge.com/guidedinvesting Wrap fee program brochure Please retain for your records Merrill Lynch, Pierce, Fencer & Smith Incorporated One Bryant Park New York, NY 10036
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How to fill out merrill edge guided investing
How to fill out merrill edge guided investing:
01
Visit the Merrill Edge website or download the mobile app.
02
Click on the "Open An Account" button and select "Guided Investing" as the account type.
03
Provide your personal information such as your name, address, social security number, and date of birth.
04
Answer a few questions about your investment goals, risk tolerance, and time horizon.
05
Choose the investment strategy that best fits your needs from the options provided.
06
Review and acknowledge the terms and conditions of the guided investing service.
07
Fund your account by linking it to your bank account or by transferring funds from an existing Merrill Edge account.
08
Review your investment plan and preferences before finalizing the setup.
Who needs merrill edge guided investing:
01
Individuals who are new to investing and want a simplified and automated investment approach.
02
Investors who may not have the time or expertise to manage their own investment portfolio.
03
Those who prefer a hands-off approach to investing, letting professionals handle the management and decision-making.
04
Individuals seeking a guided and goal-oriented investment strategy.
05
People who are looking for a lower-cost investment option compared to traditional financial advisors.
06
Investors who value the convenience and accessibility of an online platform.
Overall, Merrill Edge Guided Investing is suitable for individuals seeking professional assistance and a simplified investment process to help them achieve their financial goals.
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What is merrill edge guided investing?
Merrill Edge Guided Investing is an online investment advisory program offered by Merrill Lynch, a wealth management division of Bank of America.
Who is required to file merrill edge guided investing?
Individuals who want to invest in a diversified portfolio but prefer a hands-off approach can use Merrill Edge Guided Investing.
How to fill out merrill edge guided investing?
To fill out Merrill Edge Guided Investing, individuals need to provide information about their financial goals, risk tolerance, and investment preferences.
What is the purpose of merrill edge guided investing?
The purpose of Merrill Edge Guided Investing is to provide individuals with a professionally managed investment portfolio tailored to their financial goals and risk tolerance.
What information must be reported on merrill edge guided investing?
Information such as financial goals, risk tolerance, investment preferences, and personal financial information must be reported on Merrill Edge Guided Investing.
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