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.
Merrill was one of 14 brokers evaluated in the
Barron's 2019 Best Online Broker Survey, February 22, 2019. Barron's evaluated firms in — the trading platform, usability, mobile, research, education, news, information, international offerings and retirement/divided-related services—to rate the firms. Merrill earned an overall score of 28 out of a possible 50. All costs assume customer has a minimum of $100,000 in assets with broker. Occasional Trader: six stock and two options trades per month. Assumes customer qualifies for 100 $0 stock trades per month through Preferred Rewards Platinum Honors. If not, occasional fee is $70.60 per month. Learn more at
Who Are 2019's Best Online Brokers? popup Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of Barron's. Rankings and recognition from Barron'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.
J.D. Power 2019 Certified Customer Service Program
SM 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.
Institutional Investor magazine announced BofA Merrill Lynch 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 Merrill Lynch 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 was evaluated as one of 16 online brokers in StockBrokers.com 2019 Online Broker Review published on February 20, 2019. StockBrokers.com evaluated brokers using 284 variables across 9 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Learn more 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.
Merrill Edge was named the "Winner" in the Visionary category by the
Customer Service Institute of America popup in 2018. 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. Merrill Edge pays a fee to participate in the judging process.
Footnote 7 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
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.
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