See your big picture by consolidating investment accounts
Enjoy greater control, more rewards and a deeper understanding of your assets by consolidating your investment accounts with us. Learn what a more streamlined approach can do for you.
A more holistic understanding
Consolidating your investments gives your financial advisor greater insight into your full financial picture. This can help your advisor offer a strategy designed to get all of your assets working together toward your goals.
Potential for reduced fees and taxes
Fewer accounts to juggle means fewer fees to pay. And, with a single line of sight, your advisor can help you identify tax minimization strategies, like organizing less tax-efficient assets in tax-deferred accounts.
More flexibility and freedom
If you enjoy investing some of your assets on your own, your advisor can introduce you to a Merrill Edge Self-Directed account as part of your strategy.
Easier to manage when you’re not able
Consolidating accounts makes it easier for a trusted family member to step in and manage your finances when you no longer can.
