About Merrill Edge

Simplifying our investors' financial lives

At Merrill Edge®, we believe in helping our clients simplify their financial lives. That's why we offer streamlined online investing that makes it easy for clients to take control of their finances. Access to the investment insights of Merrill Lynch and the convenience of Bank of America banking helps clients manage their accounts— anytime, anywhere.
Tap into the best minds in the business
Aron Levine
Head of Consumer Banking & Merrill Edge
David Poole
Head of Merrill Edge Advisory, Client Services & Digital Capabilities
Rob DeJesus
Head of Merrill Edge Sales & GWIM Integration
Teron Douglas
Head of Merrill Edge Digital Capabilities
Deb A. Ruick
Head of Merrill Edge Client Services
Forrest Skriletz
Head of Merrill Edge Business Planning & Operations
Tracy Mazzoni
Head of Merrill Edge Client Management
Matthew Gellene
Head of Financial Center Merrill Edge & National Performance Executive

Highlights

Click each year to see highlights.
J.D. Power 2018 Certified Contact Center
2018: Merrill Edge has been recognized by J.D. Power by providing "An Outstanding Customer Service Experience" for Phone support for 8 years in a row. Footnote 1
Kiplinger's Best Online Brokers 2018
2018: Merrill Edge received 5 out of 5 stars for "research" and "user experience" by Kiplinger's Personal Finance's "Best Online Brokers" 2018. We also earned 4 out of 5 stars for "mobile app" and "tools." Footnote 4
Barron's
2018: Merrill Edge was named one of the best online brokers, receiving 4 out of 5 stars five years in a row (2014, 2015, 2016, 2017, 2018).Footnote 2
Ranked one of the top global research firms by Institutional Investor
2017: BofA Merrill Lynch® Global Research named one of the top global research firms by Institutional Investor — from 2011-2017Footnote 3
J.D. Power 2017 Certified Contact Center
2017:  Merrill Edge has been recognized by J.D. Power by providing "An Outstanding Customer Service Experience" for Phone support for 8 years in a row.Footnote 1
Kiplinger's Best Online Brokers 2017
2017: Merrill Edge was ranked #1 by Kiplinger's for "Best Online Brokers," earning 4.5 out of 5 stars overall. We also took the #1 spot for "Tools, Research and Mobile Access."Footnote 4
Barron's
2017: Merrill Edge was named one of the best online brokers, receiving 4 out of 5 stars four years in a row (2014, 2015, 2016, 2017)Footnote 2
Award-winning investment research
2017: Merrill Edge received Best in Class for "Customer Service" (2014, 2015, 2016, 2017) by StockBrokers.com.Footnote 5
Award-winning call center
2016: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channel — for the sixth straight yearFootnote 1
Award-winning investment research
2016: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the sixth straight yearFootnote 3
Barron's
2016: Merrill Edge received 4 out of 5 stars rating from Barron's 2016 Best Online Brokers Survey for 3 years in a row (2014, 2015, 2016).Footnote 2
Award-winning investment research
2016: Merrill Edge was recognized as one of the "Best Online Brokers" by Kiplinger's Personal Finance 2016, outperforming Schwab, E*Trade and Vanguard. We are also top ranked for commissions and fees, tools and research.Footnote 4
Award-winning call center
2015: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channel — for the fifth straight year Footnote 1
Award-winning investment research
2015: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the fifth straight yearFootnote 3
Barron's
2015: Merrill Edge receives four stars from Barron's as "One of the Best Online Brokers" — for the second straight yearFootnote 2
Asset management
2015: Merrill Edge has more than $122 billion in assets under management, serving over 2 million households nationwide
Award-winning call center
2014: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channel — for the fourth straight year Footnote 1
Award-winning investment research
2014: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the fourth straight yearFootnote 3
Barron's
2014: Merrill Edge receives four stars from Barron's as "One of the Best Online Brokers"Footnote 2
Bank of America Preferred Rewards
2014: Merrill Edge and Bank of America introduce Preferred Rewards, offering rewards based on clients' combined account balances
Asset management
2014: Merrill Edge has more than $114 billion in assets under management, serving over 1.4 million households nationwide
Merrill Edge Roadmap
2013: Merrill Edge develops Merrill Edge Roadmap® for personalized investment advice and guidance
Face Retirement example
2013: Merrill Edge releases its Face Retirement® campaign, a tool designed to encourage saving for retirement
Award-winning call center
2013: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channel — for the third straight yearFootnote 1
Award-winning investment research
2013: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the third straight yearFootnote 3
Merrill Edge MarketPro trading platform
2012: Merrill Edge develops the Merrill Edge MarketPro® trading platform, giving investors more insights, capabilities and control
Prescreened investment portfolios
2012: Merrill Edge introduces Merrill Edge Select® Portfolios—
pre-screened, monitored and adjusted by Merrill Lynch professionals
Award-winning call center
2012: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channel — for the second straight yearFootnote 1
Award-winning investment research
2012: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the second straight yearFootnote 3
Award-winning call center
2011: Merrill Edge's Contact Centers recognized by J.D. Power for providing "An Outstanding Customer Service Experience," for the Live Phone channelFootnote 1
Award-winning investment research
2011: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional InvestorFootnote 3
Merrill Edge creates its first mobile app for anytime, anywhere investing
2011: Merrill Edge creates its first mobile app for anytime, anywhere investing
 
Merrill Edge launches in 2010
2010: Bank of America and Merrill Lynch launch Merrill Edge, streamlining investing for clients
 
Bank of America acquired Merrill Lynch in 2008
2008: Bank of America acquires Merrill Lynch
News & resources
Merrill Edge Report
Get an in-depth look at consumers' financial concerns.
Awards & Recognition
Merrill Edge was named one of the "Best Online Brokers" by Kiplinger's Personal FinanceFootnote 4
 
Merrill Edge Minute
Read about the global forces shaping the investment landscape
 
Our vision & values
Merrill Edge is committed to building strong relationships with our customers, our community and our employees.

Every day, we use our skills, technology and insights to help clients pursue their financial priorities at every life stage. Guided by the principles of teamwork, responsible citizenship, and community building, we're dedicated to supporting our clients, employees and community with the tools, research and insights they need to help them succeed.
Community
At Bank of America Corporation, we have a clear purpose to help make financial lives better for those we serve.

Bank of America and Merrill Edge are helping simplify banking and investing, advancing better money habits and making an impact in communities around the world. As part of our commitment to building a sustainable world through responsible business practices and community investments, Bank of America Corporation is bringing our size and scope to organizations including Boys & Girls Club of America. We're proud of the dedication of our employees who volunteered 2 million hours last year. To learn more, visit bankofamerica.com/about.
About Bank of America Corporation
Bank of America Corporation is one of the world's leading financial institutions, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial risk management products and services. Read more
Footnote 
J.D. Power 2018 Certified Contact Center ProgramSM recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 
Merrill Edge was one of 19 brokers evaluated in the Barron's 2018 Best Online Broker Survey, March 26, 2018. Barron's evaluated firms in—Trading Experience & Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service, Education, Security and Costs-to rate the firms. Merrill Edge earned the top overall score of 32.7 out of a possible 40. Learn more at http://webreprints.djreprints.com/54692.html. Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of Barron's. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 
Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its affiliates. MLPF&S is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/article/b15x58zthqmjry/the-worlds-best-research-firm. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 
Merrill Edge was ranked 5 out of 8 online brokers by Kiplinger's Personal Finance's "Best Online Brokers" survey October 2018. To be included, firms had to offer online trading of stocks, ETFs, funds and individual bonds. Results based on ratings in the following categories: Total Commissions Score, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile Access, and Advisory Services. Learn more at https://www.kiplinger.com/slideshow/investing/T052-S002-best-online-brokers-2018/index.html from Kiplinger's Personal Finance, October 2018 © 2018 The Kiplinger Washington Editors. Used under License. Merrill Edge provides access to research from BofA Merrill Lynch Global Research, CFRA (powered by S&P Global), Morningstar and others. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 5 Merrill Edge was evaluated as one of 16 online brokers in StockBrokers.com 2017 Online Broker Review published on February 21, 2017. StockBrokers.com evaluated brokers using 308 variables across 10 categories. Learn more at http://www.stockbrokers.com/review/merrilledge.

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