About

How it Works

About

Merrill

At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to developing an investing strategy. Through a dedicated relationship between you and your Merrill Lynch Wealth Management Advisor or advisor team, we are able to design a personalized strategy around you.

You probably expect your advisor to provide guidance developing your financial plan and investment approach. But with Merrill, your advisor is so much more – listening to your needs and understanding what matters most to you and your family. You and your advisor will work together one on one to help create a strategy that’s uniquely yours.

How it Works

APS offers automated export and 180 integration options with Merrill:

  • Our automated export will automatically pull a file from APS and import it into Merrill each pay period.
  • Our 180 integration provides an automatic feed of elections post payroll to Merrill.

Resources