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Merrill Edge MarketPro® Resource Center

 
 

Take control with Merrill Edge MarketPro®

Welcome to a powerful trading platform for Merrill online investors.
 

Take control with Merrill Edge MarketPro®

Welcome to a powerful trading platform for Merrill online investors. Learn how to access Merrill Edge MarketPro now.
To launch Merrill Edge MarketPro
Footnote * Please note that Merrill Edge MarketPro cannot be launched from a mobile or tablet device.
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Customize your experience
Enjoy greater control over trades by making your experience uniquely your own.
Get started with layouts and views.
  • Quick essentials: The basic building blocks of the platform are workspaces, pages and windows, which you can use to fully customize your Merrill Edge MarketPro experience. These three elements allow you to set up and access interactive features and views in your portfolio and the market.
  • Your Workspace stores and organizes up to 25 pages, in addition to quote tickers, news tickers and floating windows. In Preferences, you can customize your workspace's appearance, from changing colors and fonts to resizing and reorganizing windows. And you can import and export workspaces and load those previously saved.
  • The platform's highly configurable Page layout aggregates many types of data in a single, cohesive display. For instance, if you'd like to see the price action of 15 financial stocks, you can create a page with a full-view watchlist of the stocks as well as charts for the stocks most important to you. Pages also can be imported and exported from your workspace to other workspaces.
  • Pages contain Windows, each with their own properties and characteristics. You have a wide variety of windows to choose from such as Holdings, Orders, Watchlists, Detailed Quotes, Chart, Recognia®, OptionsPlay® and more.
Display only the news and information you want.
  • The Quote Ticker streams data about your chosen symbols and what information to display, and you can even control the scroll's speed.
  • View scrolling headlines on our News Ticker, with real-time updates based on keyword(s) or symbol(s). Choose the speed at which they scroll and then click through to those stories that interest you most.
  • With Snap Quotes, you can quickly access current price information. The snap quote bar displays the symbol's exchange name, current price, bid, ask, volume and last trade time and date.
  • You can further personalize your workspace with Notes to record a security's information. Create notes for stocks, ETFs, indexes and mutual funds and then display them in any of a large variety of windows.
  • With Web Feeds, you can add Really Simple Syndication (RSS) data sources to your workspace. Select an RSS headline, and the story text loads into your window. Double-click on a headline to launch a browser and the website from which the feed originates. The number next to the feed's name indicates how many unread stories remain in the feed.
Help along the way.
  • Quickly access the toolbar guide linked to the window displayed via the "?" icon. This comprehensive toolbar guide includes definitions and links to resources, which outlines functionality and maximizes capabilities.
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Stream data & research
Get uninterrupted, real-time updates, with world-class research at your fingertips.
Stay up on the markets.
  • Stream Detailed Quotes in real time for in-depth information on an instrument. Display reported elements and data points on stocks, ETFs, mutual funds, indexes and more by simply typing a symbol into the field or selecting one from your watchlist. You can also access quote display properties or the last eight securities viewed.
  • Set up customized Watchlists to monitor securities in real time and stay on track or adapt your strategy as opportunities arise. Like most Merrill Edge MarketPro windows, watchlists are fully customizable, with 264 investment statistics (depending on asset class) to choose from. You can also compare securities on a heatmap or search for equities based on up to 15 criteria and then display the results in their own watchlist.
  • Read News headlines as they come through the wire via a continuous stream of real-time stories, providing you uninterrupted access to the information you need. You can filter by keyword(s), symbol and more.
  • Automatically scan Market Movers on the U.S stock exchanges based on your own criteria. Locate stocks based on percent gainers or losers, volume or almost 90 other filters. Market Movers is updated every 30 seconds, and each day's data results are cleared and reset every evening.
Identify potential opportunities.
  • For underlying security, real-time Option Chain shows strike prices by put and call designations and expiry dates. You can add, subtract or rearrange columns, add window options, manage alerts and change headings. Sort by expiration date and quickly find strike prices that are in the money or out.Footnote 1 Chart key analytic values across expiration dates and strike prices or apply options analytics. And view standard Option Chain and Analysis Chart results side by side or in separate windows.
  • OptionsPlay® helps you evaluate investment strategies, analyze trades and make more informed investment decisions. You can compare trading strategies side by side for a stock or ETF, evaluate a stock or options order by validating it against complex market conditions and analyze potential trades using simulators such as profit/loss, risk and investment, trading range and more. And all data is presented in a way that's easy to understand.
  • Using Market Depth with Level II quotes, you can review the buy/sell activity of market makers trading on the U.S. exchanges for equities and options. The left half of the window is the buy side, and the right side is the sell side. View data by Nasdaq Order Book, Level II, Total View and Book by Price or Regional exchanges. To qualify for Market Depth with Level II quotes, you must maintain total combined balances of $1 million or more in your Merrill investment accounts and Bank of America, N.A. deposit accounts or make at least 30 self-directed trades per quarter.
  • Monitor the Security Sales Log for bids, asks and completed trades. You can stream the data in real time, select by date or time ranges of up to 60 trading days and filter by price per share, value (price times size) or volume.
  • Monitor multiple symbols' quotes simultaneously with the Quote Grid; simply right-clicking on a grid square enables you to easily insert or delete columns and rows.
Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.

The maximum loss, gain and breakeven of any options strategy only remains as defined so long as the strategy contains all original positions. Trading, rolling, assignment, or exercise of any portion of the strategy will result in a new maximum loss, gain and breakeven calculation, which will be materially different from the calculation when the strategy remains intact with all of the contemplated legs or positions. This is applicable to all options strategies inclusive of long options, short options and spreads.

Long options are exercised and short options are assigned. Note that American-style options can be assigned/exercised at any time through the day of expiration without prior notice. Options can be assigned/exercised after market close on expiration day.
Make more informed investment decisions.
  • BofA Global ResearchFootnote 4 informs your investing decisions thanks to more than 800 analysts in 20 countries covering more than 2,800 companies. The ratings window displays the standard buy/sell/hold rating and date of last opinion change; volatility risk, investment and income indicators; and links to the latest reports.
  • Easily review detailed Fundamentals data: company profiles, ratios, estimates, earnings, insider transactions, dividend history and ownership for individual or institutional stockholders. You have almost 200 data fields from which to choose and can view BofA Global Research, Morningstar and CFRA powered by S&P Global ratings and reports for the companies they cover.
  • Use Recognia® to search for stocks that meet a broad range of fundamental and technical criteria and use technical signals throughout the trading day.
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Analyze charts & studies
Evaluate securities and spot trends using advanced charting tools.
Customize streaming charts.
  • Take charge of your trading with our interactive charts, which use a highly sophisticated application to monitor performance and test against industry models. Using advanced Java™ technology, the charts stream security analysis data customized to your specifications.
Analyze trends and interpret charts more effectively.
  • Detect shifting price trends with over 104 technical indicators, 25 drawing tools and overlays based on patterns in stock price movements, volume or other historical information. Apply a study's potential indications to your charts, and you could identify trading opportunities, points of support or resistance at given price thresholds, price trends and more. Then save your preferences so you can refresh or recall the chart later, its settings intact.
  • Use Recognia® to identify bullish and bearish technical events and chart patterns for over 8,000 securities. Plus, identify pricing trends, build a strategy with customized screens and then back-test your strategy's performance.
  • With the Real Time Data (RTD) Excel® plugin, you can create Excel spreadsheets of Merrill Edge MarketPro data using your own formulas.
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Trade with confidence
Stay on track or adapt your strategy as you identify potential opportunities.
Be informed and ready for opportunities.
  • Set visual and/or audio Alerts for when market activity meets your criteria, whether for market events, watchlists, holdings or more. Receive quote, news, conditional (chart events), time, trade or Recognia® alerts. Then place, amend, extend or cancel orders based on the alert.
  • The Trade Ticket allows you to quickly and easily enter stock, option, ETF or mutual fund orders directly from the platform. It's located at the bottom of all pages and is both collapsible and detachable to add space when you need it. The trade ticket supports regular and extended hoursFootnote 2 equity trades, single and multi-leg option trades, buy/write trades and mutual fund buys and sells.
  • Display current Order information at the account level in the orders window. Take action by simply right-clicking on an order, and group and color-code orders based on status. Easily resubmit the same or similar orders with our handy copy order feature.
Turn opportunity into action.
  • Our pre-set Shortcuts enable you to trade more efficiently from virtually any window in Merrill Edge MarketPro. For instance, you can enter an order more quickly just by right-clicking on a chart data point, option chain, holdings, watchlist or Level II quotes. You can also right-click on chart location to pre-fill a trade ticket with a symbol, action and price. Speed up your orders even more with saved trades, trade ticket defaults and Trading Hotkeys.
Monitor your portfolio in real time.
  • Monitor price and value changes in your portfolio Holdings in real time. Group by product type, sector, industry or security and sort by dollar gain, percent gain, product class or other criteria to suit your trading needs.
  • Get easy access and a convenient view of Balances, available funds, gains and losses in the Balances window, plus the subtotal of your portfolio's accounts; view by net value, purchasing power or balances.
  • For detailed Portfolio Analysis, study your portfolio's performance by product class, sector, industry or exchange. Customize the data based on more than 35 criteria, such as market value, percent return, gain/loss, total dividends, annual revenue and more. Then display the data as a histogram or a historical chart.
  • Delve into even more in-depth Portfolio Detail and view your holdings by available funds, gain/loss, purchase power, asset allocation or more. You can break asset allocation down by asset class, sector distribution or size and style. Performance View charts historical performance by yearly or quarterly value information and lets you compare your portfolio performance against benchmarks.
  • Display Activity information for accounts or portfolios. View through various time frames or by quantity, price per share, symbol or other factors, and filter for one or more transactions.
Ready to get started with Merrill Edge MarketPro®?
Watch these short videos to help you get the most from this powerful tool.
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How to get started Video 1 of 5 selected
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How to customize your workspace  Video 2 of 5
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How to place trades  Video 3 of 5
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How to customize your charts  Video 4 of 5
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How view and trade options Video 5 of 5
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Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.

The maximum loss, gain and breakeven of any options strategy only remains as defined so long as the strategy contains all original positions. Trading, rolling, assignment, or exercise of any portion of the strategy will result in a new maximum loss, gain and breakeven calculation, which will be materially different from the calculation when the strategy remains intact with all of the contemplated legs or positions. This is applicable to all options strategies inclusive of long options, short options and spreads.

Long options are exercised and short options are assigned. Note that American-style options can be assigned/exercised at any time through the day of expiration without prior notice. Options can be assigned/exercised after market close on expiration day.
Get started with Merrill Edge MarketPro
  • Log in to your Merrill Edge Self-Directed account Log in to your Merrill Edge Self-Directed account from your desktop or laptop computer.,
  • Mouse over the Trade tab at the top of the page. and
  • Select Launch Merrill Edge MarketPro.Footnote *
Footnote *Please note that Merrill Edge MarketPro cannot be launched from a mobile or tablete device.
Help when you want it
Turn to us for step-by-step guidance when you have questions or need help getting the most out of Merrill.
Footnote 1 In the money: Any option that has intrinsic value. A call option is "in the money" if the underlying security is higher than the strike price of the call. A put option is "in the money" if the underlying security is lower than the strike price of the put. Out of the money: A call option is "out of the money "if the underlying security is lower than the strike price of the call. A put option is "out of the money" if the current price of the underlying stock is above the strike price of the option.
Footnote 2 Please note that trades may be executed outside of normal market hours. Market volatility, liquidity, volume and system availability may delay account access and trade executions.
Footnote 
Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms popup in 2021 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 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. Learn more about the methodology at Institutional Investor popup. Rankings and recognition from Institutional Investor 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.
Recognia®, Technical Insight™ and Technical Event® are registered trademarks of Recognia Inc. All rights reserved.
OptionsPlay® is a registered trademark of Syrah Trading Technologies, LLC, a Delaware corporation.
Merrill and Merrill Edge MarketPro® are trademarks of Bank of America Corporation.
Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge® Self-Directed relationship. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change.
Merrill Edge MarketPro® provides Real-Time Market Data and News from various third-party sources not affiliated with Merrill, including Interactive Data Corporation. News headlines are provided from third-party sources, including Dow Jones, PR Newswire and Business Wire.
All the information is provided for informational purposes only. Merrill provides no guarantee as to the accuracy, timeliness, completeness or usefulness of the content, and is not responsible or liable for delays, interruptions or omissions therein, or for any losses resulting from its use.
The information provided by Merrill Edge MarketPro® is not a recommendation of a transaction or investment strategy involving a security or securities. It is also not an offer to sell. The information provided does not take into account your particular investment objectives, financial situation, needs or tax status, and should not be used or construed as an indicator of future performance. Before acting on any of the information, you should consider whether it is appropriate for your particular circumstances and, if necessary, seek professional advice.
Footnote 4 BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
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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.
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.

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 (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

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 Securities Investor Protection (SIPC) popup and a wholly owned subsidiary 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.

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

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
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


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Get started on our online trading platform, Merrill Edge MarketPro. This quick start user's guide will help you understand how to use MarketPro. how to use marketpro, marketpro user guide, merrill edge user guide