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Milledge Guided Investing merrilledge.com/guidedinvestingWrap fee program brochure Please retain for your recordsMerrillLynch, Pierce, Fencer & Smith Incorporated One Bryant Park New York, NY 10036
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How to fill out Merrill Edge Guided Investing:

01
Visit the Merrill Edge website and navigate to the Guided Investing section.
02
Click on the "Open an Account" button to start the process.
03
Provide personal information such as your name, email address, and phone number.
04
Verify your identity by providing your Social Security Number or other requested identification.
05
Choose the type of account you want to open, such as an individual or joint account.
06
Select your investment goals and risk tolerance by answering a series of questions.
07
Review and agree to the terms and conditions of Merrill Edge Guided Investing.
08
Provide your banking information for funding your account.
09
Review and confirm all the information you have entered before submitting your application.
10
Once your application is submitted, wait for approval and confirmation from Merrill Edge.

Who needs Merrill Edge Guided Investing:

01
Individuals who want a professional investment management service but do not have the expertise or time to manage their own portfolio.
02
Those who prefer a hands-off approach to investing and want a trusted advisor to handle their investments.
03
Investors who are looking for a diversified portfolio and want access to a wide range of investment options.
04
Individuals who enjoy the convenience of digital platforms and want to have access to their investment accounts online.
05
People who prefer a low-cost investment solution, as Merrill Edge Guided Investing offers competitive fees compared to traditional wealth management services.
06
Those who value the research and insights provided by experienced financial advisors and want to benefit from their expertise.
07
Investors who are looking for long-term growth and financial planning services in addition to investment management.
08
Individuals who want to align their investments with their personal values, as Merrill Edge Guided Investing offers sustainable and socially responsible investment options.
09
Those who appreciate the convenience of automated investing and want their portfolios to be regularly monitored and rebalanced.
10
Investors who want access to educational resources and tools to enhance their financial knowledge and make informed investment decisions.
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Merrill Edge Guided Investing is an online investment advisory program that helps clients build, monitor, and adjust their investment portfolios.
Individuals who enroll in the Merrill Edge Guided Investing program are required to provide the necessary information for their investment portfolios.
To fill out Merrill Edge Guided Investing, clients need to provide information about their financial goals, risk tolerance, and investment preferences.
The purpose of Merrill Edge Guided Investing is to provide clients with personalized investment advice and portfolio management services.
Clients must report their financial goals, risk tolerance, investment preferences, and other relevant information for proper portfolio management.
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