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Awards & Recognition

Recognized for excellence

StockBrokers.com 2019 Annual Review #1 Overall Client Experience Footnote 1
#1
for User ExperienceFootnote 2
Kiplinger's Best Online Brokers 2019
At Merrill, we've been hard at work creating an investment experience to help simplify your financial life—giving you access to the convenience of Bank of America banking and the investing insights of Merrill. And people are taking notice.

Rated best in class for online investing and banking by StockBrokers.com

#1 Overall Client Experience and ESG Investing

Merrill Edge Self-Directed was awarded #1 for Overall Client Experience (for the second year in a row), #1 for access to Banking (6 years in a row) and #1 ESG Investing in the StockBrokers.com 2020 Annual Broker Review.Footnote 1

Ranked #1 for User Experience 2019

Merrill Edge Self-Directed was ranked #1 in User Experience in Kiplinger's Personal Finance, "Best Online Brokers" 2019. We also were named "Best for Beginners" and one of the "Best for Active Traders."Footnote 2

5 out of 5 stars

Merrill Edge Self-Directed received 5 out of 5 stars overall in NerdWallet's 2020 review.Footnote 3

An outstanding customer service experience

Merrill Investment Center has been recognized by J.D. Power by providing "An Outstanding Customer Service Experience" for Phone support for 9 years in a row.Footnote 4

One of the top global research firms
from 2011-2019

Named the top global research firm 2019

BofA Merrill Lynch Global Research was ranked #1 by Institutional Investor in 2019.Footnote 5

Learn more about our investment research

Investopedia 2019 Best Online Brokers Awards

Merrill Edge Self-Directed received the highest score among all brokers that were ranked in the "Best for IRAs" category, earning 4.5 out of 5 stars from Investopedia 2019 Best Online Brokers Awards.Footnote 6

International Winner of Visionary Award

Merrill was top ranked globally by the Customer Service Institute of America and awarded an International Service Excellence Award in the Visionary category for the second year in a row.Footnote 7
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Footnote 
Merrill Edge Self-Directed was evaluated as one of 15 online brokers in StockBrokers.com 2020 Online Broker Review published on January 21, 2020. StockBrokers.com evaluated brokers using 236 variables across 8 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Learn more at StockBrokers.com. 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 ranked 5 out of 10 online brokers by Kiplinger's Personal Finance's "Best Online Brokers," survey August 2019. To be included, firms had to offer online trading of stocks, ETFs, funds and individual bonds. Results based on ratings in the following categories: commissions and fees, investment choices, mobile app, tools, research, advisory services and user experience. Learn more at Kiplinger's Personal Finance popup, August 2019 © 2019 The Kiplinger Washington Editors. Used under License. Merrill provides access to research from BofA Merrill Lynch 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 3 Merrill Edge Self-Directed received 5 out of 5 stars overall in NerdWallet's Review, January 2020. NerdWallet evaluates brokers based on investment selection, customer support, account fees, account minimum, trading costs and more. Learn more at NerdWallet popup. Rankings and recognition from NerdWallet 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 
J.D. Power 2019 Certified Customer Service 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 J.D. Power popup. Rankings and recognition from J.D. Power 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. Participation in this survey was paid for by Merrill.
Footnote 
Institutional Investor magazine announced BofA Global Research as the Top Global Research Firm in 2019 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. For more information about this award, go to 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.
Footnote 
Merrill Edge Self-Directed received 3.5 out of 5 stars overall in Investopedia's Annual Review, February 12, 2019. Investopedia rates online brokers based on over 300 carefully selected variables. Selection of ratings elements was a culmination of 5,498 survey responses, 100+ hours of industry research, and 100 hours of user feedback. Learn more 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 7 Merrill was named the winner in the Visionary category by the Customer Service Institute of America popup in 2019. The judging criteria is based on the balanced scorecard methodology, review of the organizations to determine if the customer is the focus of the business and how that is supported through culture, processes, procedures, training, hiring practices, and daily actions. Rankings and recognition from the Customer Service Institute of America 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. Participation in this survey was paid for by Merrill.

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