The Active Investor app provides a secure, user-friendly platform to access and manage your account from your mobile device. With powerful, easy-to-use tools at your fingertips, plus built-in fraud protection, you have the security and convenience you want to manage your financial freedom.
• Get seamless on-the-go access to your accounts across both desktop and mobile devices
• Sign in to your account quickly with a secure login and forgotten password process
• Easily navigate with “Quick Links” to commonly used functions
• View account balances and transaction history
• Create and manage automatic investments and withdrawals
• Update personal and beneficiary information
• Get SMS text alerts for online activity: financial transactions, account maintenance, and profile changes
• Sign up for digital statements and tax forms
Use your existing Active Investor user ID and password to access your accounts on your phone. It’s that simple.
IMPORTANT: If your NextGen 529 account is held at Merrill, you will not be able to access your account using this app. Speak with your Merrill financial advisor or a Merrill Edge Customer Service Representative, for more information.
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