Custodial

Which service option is right for you?

	Invest On Your Own	Invest with Team of Advisors
Definition	You prefer to invest on your own, directly managing your money and making all investment decisions.	You prefer to invest with guidance from our team of financial advisors who can offer a holistic view of your financial situation
Advice & Planning	Online tools, calculators and extensive research are available to help you with invest with confidence.	Our team of financial advisors will consult with you over the phone and offer personalized advice tailored for your unique needs.
Accounts	All account types with the exception of 529 Accounts.	All account types
Investments	All investment choices	All investment choices
Pricing	No annual fees are applied to your accounts. Trades can be executed for as little as $0, depending on your investment level and account you hold. Please see pricing guide for full details.	Fees and commisions are based on your account types and relationship with Merrill Lynch. Please set up a consultation to learn more
	Open an Account	Schedule a Consultation

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