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Hats off to our best-in-class client experience

Merrill has been awarded for creating an intuitive client experience personalized for you and the way you like to invest.

Merrill Edge Self-Directed received 4.5 out of 5 stars Overall
— StockBrokers.com January, 2025 Annual AwardsFootnote ¹

Merrill Edge Self-Directed was awarded #1 for Bond Research
— StockBrokers.com January, 2025 Annual AwardsFootnote ²

Merrill Edge Self-Directed was awarded #1 for New Tool
— StockBrokers.com January, 2025 Annual AwardsFootnote ⁶

Awarded #1 for Customer ServiceFootnote ⁷

Named "Best for customers who want one stop shopping"Footnote ⁹
— Kiplinger August, 2024 Annual Broker Review

Award-winning global research

BofA Global Research is consistently ranked as a top global research provider and recognized for exclusive industry-leading research that provides thematic and data-driven analysis for today's investor.

BofA Global Research was named one of the Top Global Research Firms in March, 2024 by Extel, formerly Institutional Investor Research (12 years running)Footnote ³

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Learning the ropes has never been easier

Helping you become a better investor is a top priority. Now, we're rated the best broker for investor education and for new investors.

Merrill Edge Self-Directed received a Best in Class award for "Research" (for the twelfth year in a row)
— StockBrokers.com January, 2025 Annual AwardsFootnote ⁴

Merrill Guided Investing was named "Best for Education"
— Investopedia's Best Robo-Advisors 2025 Published April 30, 2025.
Rankings based on data collected April 5, 2025 to April 11, 2025Footnote ⁸

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Ranked #1 for banking services

Recognized as the industry leader for access to banking services, connected solutions from Merrill and Bank of America provide confidence, convenience and control for your full financial life.

Merrill Edge Self-Directed was awarded #1 for Bank Brokerage (for the eleventh year in a row)
— StockBrokers.com January, 2025 Annual AwardsFootnote ⁵

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Footnote ¹ Merrill Edge Self-Directed received an overall rating of 4.5 out of 5 stars and was evaluated as one of 16 online brokers in StockBrokers.com 2025 Annual Awards popup published on January 28, 2025. StockBrokers.com evaluated brokers using 200 variables across 7 categories. Learn more about the methodology at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote ² Merrill Edge Self-Directed was awarded #1 for Bond Research and received an overall rating of 4.5 out of 5 stars from StockBrokers.com. Evaluated as one of 16 online brokers in StockBrokers.com 2025 Annual Awards popup published on January 28, 2025. This award recognizes the broker that the editorial team believes provides the best value and experience for intermediate-level U.S. retail investors who want to consolidate their financial activities with one company. StockBrokers.com takes into consideration the breadth of banking services on offer and how well they are integrated with self-directed investing. Learn more about the methodology at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote

Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel's 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC popup, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote ⁴ Merrill Edge Self-Directed received a ranking of 5 out of 5 stars and a Best in Class award for "Research," as well as an overall rating of 4.5 out of 5 stars from StockBrokers.com. Evaluated as one of 16 online brokers in StockBrokers.com 2025 Annual Awards popup published on January 28, 2025. StockBrokers.com evaluated brokers using 200 variables across 7 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Learn more about the methodology at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote

Merrill Edge Self-Directed was awarded #1 for Bank Brokerage and received an overall rating of 4.5 out of 5 stars from StockBrokers.com. Evaluated as one of 16 online brokers in StockBrokers.com 2025 Annual Awards popup published on January 28, 2025. This award recognizes the broker that the editorial team believes provides the best value and experience for intermediate-level U.S. retail investors who want to consolidate their financial activities with one company. StockBrokers.com takes into consideration the breadth of banking services on offer and how well they are integrated with self-directed investing. Learn more about the methodology at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote ⁶ Merrill Edge Self-Directed was awarded #1 for New Tool, for Options Strategy Assistant, and received an overall rating of 4.5 out of 5 stars from StockBrokers.com. Evaluated as one of 16 online brokers in StockBrokers.com 2025 Annual Awards popup published on January 28, 2025. This award recognizes the broker that the editorial team believes provides the best value and experience for intermediate-level U.S. retail investors who want to consolidate their financial activities with one company. StockBrokers.com takes into consideration the breadth of banking services on offer and how well they are integrated with self-directed investing. Learn more about the methodology at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote

Merrill Edge Self-Directed ranked #1 for Customer Service and received an overall ranking of 5 out of 10 by Kiplinger's Personal Finance's "Best Online Brokers and Trading Platforms, 2024" survey published on August 27, 2024. To be included, firms had to offer online trading of stocks, ETFs, mutual funds and individual bonds. Results based on ratings in the following categories: Investment choices, Smartphone app, Tools, Research, Advisory services, User Experience and Fees. Rankings for subcategories may vary. Learn more about the methodology at Kiplinger's Personal Finance popup, August 2024 © 2024 The Kiplinger Washington Editors. Used under License. Merrill provides access to research from BofA Global Research, CFRA (powered by S&P Global), Morningstar and others. Rankings and recognition from Kiplinger's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote

Merrill Guided Investing received an overall rating of 4.5 out of 5 stars in Investopedia's Best Robo-Advisors 2025, April 30, 2025 popup. Rankings based on data collected April 5, 2025 to April 11, 2025. Investopedia's team of researchers and experts conducted an all-encompassing data collection and review process of 20 digital wealth management platforms across nine key categories, including Portfolio Management, Goal Planning, Portfolio Contents, Fees, User Experience, Account Services, Account Setup, Customer Service, and Security & Education. These categories were then broken down into 60 weighted criteria. Investopedia extracts critical data points that are weighted by their quantitative model. Go to third-party website Learn more about the methodology at Investopedia popup. Reprinted with permission of Investopedia. Rankings and recognition from Investopedia are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Footnote ⁹ Merrill Edge Self-Directed was named "Best for customers who want one-stop shopping" and received an overall ranking of 5 out of 10 by Kiplinger's Personal Finance's "Best Online Brokers and Trading Platforms, 2024" survey published on August 27,2024. To be included, firms had to offer online trading of stocks, ETFs, mutual funds and individual bonds. Results based on ratings in the following categories: Investment choices, Smartphone app, Tools, Research, Advisory services, User Experience and Fees. Rankings for subcategories may vary. Learn more about the methodology at Kiplinger's Personal Finance popup, August 2024 © 2024 The Kiplinger Washington Editors. Used under License. Merrill provides access to research from BofA Global Research, CFRA (powered by S&P Global), Morningstar and others. Rankings and recognition from Kiplinger's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

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Investment products offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

The performance data contained herein represents past performance which does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. For performance information current to the most recent month end, please contact us.

Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. ET. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid.

Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. ET. Market price returns do not represent the returns an investor would receive if shares were traded at other times.

Returns include fees and applicable loads. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. 10 year returns are provided for funds with greater than 10 years of history.

Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us.

Mutual Funds and Exchange Traded Funds: Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus.

Closed End Funds: Expense Ratio – Gross Expense Ratio is the ratio of the fund's total annual operating expense (before waivers or reimbursements) to average net assets as of the date of the fund's most recent annual report. You should also review the fund's detailed annual operating expenses disclosed by the fund in its annual reports, semi-annual reports, and other public filings.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary (Form CRS) (PDF).

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp.").

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

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