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
 

Highlights

Click each year to see highlights.
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)2
Award-winning investment research
2017: Merrill Edge received Best in Class for "Customer Service" (2014, 2015, 2016, 2017) by StockBrokers.com.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 year1
Award-winning investment research
2016: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the sixth straight year3
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).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.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 1
Award-winning investment research
2015: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the fifth straight year3
Barron's
2015: Merrill Edge receives four stars from Barron's as "One of the Best Online Brokers" — for the second straight year2
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 1
Award-winning investment research
2014: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the fourth straight year3
Barron's
2014: Merrill Edge receives four stars from Barron's as "One of the Best Online Brokers"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 year1
Award-winning investment research
2013: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the third straight year3
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 year1
Award-winning investment research
2012: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor — for the second straight year3
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 channel1
Award-winning investment research
2011: BofA Merrill Lynch® Global Research named Top Global Research firm by Institutional Investor3
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
Fall 2017
Get an in-depth look at consumers' financial concerns.
Awards & Recognition
Best Online Brokers 2017
Merrill Edge was named one of the "Best Online Brokers" by Kiplinger's Personal Finance4
 
Merrill Edge Minute
A Transforming World
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 2016 Certified Contact Center ProgramSM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc.
Footnote 
Merrill Edge was one of 16 brokers evaluated in the Barron's 2017 Best Online Broker Survey, March 18, 2017. Barron's evaluated firms in 8 categories to rate and rank the firms in those categories, by investor type and provide an overall rating & ranking. Learn more at http://webreprints.djreprints.com/53278.html Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of Barron's.
Footnote 
Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011-2016 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. For more information about this award, go to http://www.institutionalinvestor.com/Article/3646543/ResearchArticle.html.
Footnote 
Merrill Edge was named by Kiplinger's Personal Finance as one of the seven "Best Online Brokers," October 2017. To be included, firms had to offer online trading of stocks, ETFs, funds and individual bonds. Learn more at http://www.kiplinger.com/slideshow/investing/T023-S002-best-online-brokers-2017/index.html from Kiplinger's Personal Finance, October 2017 © 2017 The Kiplinger Washington Editors. Used under License.
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