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Description

As your investing priorities evolve, you can rest assured that we will support you throughout the journey. With tailored investment solutions that include insights, guidance, and tools, you can confidently transform your investment ideas into reality. Share your objectives with us, and Merrill investment professionals will design, oversee, and adjust your portfolio accordingly. Enjoy the advantages of Merrill Guided Investing online, complemented by the support of a dedicated advisor throughout the process. Your investment balances can qualify you for Preferred Rewards benefits and pricing reductions, enhancing your financial experience. Participants in the program benefit from perks such as credit card rewards bonuses, discounts on home and auto financing, waivers for monthly account maintenance fees, and much more. As life continually changes, Merrill remains attuned to your evolving needs, offering the advice, guidance, insights, and tools necessary to maximize every opportunity, regardless of what your future aspirations may be. By partnering with us, you can feel more empowered to navigate the complexities of investing with confidence.

Description

Professional managers oversee investment funds with the goal of maximizing returns while targeting specific objectives. If a particular investment underperforms, it should only impact a minor segment of your entire portfolio. You have the autonomy to determine the amount you wish to invest. After making your selections, we can efficiently distribute your deposits across your chosen investments. You are free to deposit or withdraw funds as frequently as you desire, without incurring any hidden costs or fees. When dealing with finances, it’s vital to maintain high standards. Plum has been developed with a strong emphasis on your security and privacy. By linking your bank accounts and credit cards, you can create a cohesive account that simplifies your financial management. Regular updates, whether daily or weekly, assist you in budgeting and help you avoid unexpected expenses. Additionally, Plum monitors your bills and can inform you if switching suppliers could save you money or if you might be facing overcharges, ensuring you stay informed about your financial health. This proactive approach not only enhances your budgeting capabilities but also empowers you to make informed financial decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chartlog Yes 
Taiki Yes 
Utluna Yes 

Integrations

Chartlog No 
Taiki No 
Utluna No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Merrill Edge

Founded

2010

Country

United States

Website

www.merrilledge.com

Vendor Details

Company Name

Plum

Country

United Kingdom

Website

withplum.com/funds/

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