10+
Downloads
Content rating
Everyone
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About this app

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.
Updated on
Mar 20, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted

What's new

Minor fixes