Compare Betterment and Merrill Guided Investing, two top robo-advisors that can assist you with automated investing and learn which one is right for your finances.
Merrill frequently sends you a letter saying call us right away or your account will be restricted. They need to do KYC process on the phone or in person. Their online system does not do KYC.
Merrill Guided Investing stands out for human portfolio management, and current Merrill and Bank of America customers will appreciate its rewards program. But the management fee is higher than ...
Setting up a Merrill Guided Investing account begins with answering basic investment questions in an online questionnaire. Here you’ll select one specific investing goal and its time horizon.