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Merrill Guided Investing merrilledge.com/guidedinvestingWrap 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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What is merrill guided investing?

Merrill guided investing is an online investment platform provided by Merrill Lynch that offers automated investment advisory services.

Who is required to file merrill guided investing?

Individuals who wish to use the services of Merrill guided investing are required to create an account and provide their financial information.

How to fill out merrill guided investing?

To fill out Merrill guided investing, individuals need to answer a series of questions about their financial goals, risk tolerance, and investment preferences.

What is the purpose of merrill guided investing?

The purpose of Merrill guided investing is to provide individuals with a personalized investment strategy based on their financial goals and risk profile.

What information must be reported on merrill guided investing?

Information such as income, assets, liabilities, investment goals, and risk tolerance must be reported on Merrill guided investing.

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