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MERRILL EDGE ADVISEDSchedule of miscellaneous account and service fees At Merrill Edge, clients who wish to work with an advisor can enjoy a broad range of services, features and benefits. Below is
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How to fill out Merrill Edge advised:

01
Create a Merrill Edge account: Visit the Merrill Edge website and click on the "Open an account" button. Follow the prompts to provide your personal information such as your name, address, and Social Security number.
02
Choose the advised account option: On the account type selection page, select the option for "Merrill Edge advised." This will allow you to access professional guidance and personalized investment recommendations.
03
Complete the investment profile: Merrill Edge will ask you a series of questions to understand your investment goals, risk tolerance, and time horizon. Answer these questions honestly and accurately to ensure the advised portfolio aligns with your preferences.
04
Review the recommended investment strategy: After completing your investment profile, Merrill Edge will generate a recommended investment strategy based on your inputs. Take the time to carefully review the details and make sure you understand the suggested allocation and investment options.
05
Fund your account: Once you are satisfied with the recommended investment strategy, you will need to fund your account. You can transfer funds from an external bank account, rollover an existing retirement account, or deposit funds via check.
06
Follow the ongoing advice: With Merrill Edge advised, you will receive ongoing advice and portfolio monitoring. It is important to regularly review and adjust your portfolio as needed to stay on track with your financial goals.

Who needs Merrill Edge advised:

01
Individuals seeking professional investment guidance: Merrill Edge advised is designed for individuals who want access to professional investment advice and personalized recommendations. This service can help beginners or those who prefer professional guidance to make informed investment decisions.
02
Investors with specific financial goals: If you have specific financial objectives such as retirement planning, saving for college, or buying a home, Merrill Edge advised can help create an investment strategy tailored to your goals and risk tolerance.
03
Individuals who value convenience and accessibility: Merrill Edge advised offers a digital platform that allows you to manage your investments online or through a mobile app. This makes it convenient for busy individuals who prefer to have control over their investments from anywhere at any time.
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Merrill Edge Advised is a program offered by Merrill Lynch that provides investment advice and portfolio management services.
Investment advisors and individuals who receive investment advice from Merrill Edge Advised are required to file.
To fill out Merrill Edge Advised, individuals must provide their personal and financial information, investment goals, risk tolerance, and other relevant details.
The purpose of Merrill Edge Advised is to help individuals manage their investments and achieve their financial goals through professional guidance and management.
Information such as investment holdings, income sources, financial goals, risk tolerance, and any changes in circumstances must be reported on Merrill Edge Advised.
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