Footnote
Merrill Edge was one of 19 brokers evaluated in the
Barron's 2018 Best Online Broker Survey, March 26, 2018. Barron's evaluated firms in—Trading Experience & Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service, Education, Security and Costs-to rate the firms. Merrill Edge earned the top overall score of 32.7 out of a possible 40. Learn more at
http://webreprints.djreprints.com/54692.html.
Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of Barron's. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
J.D. Power 2018 Certified Contact Center 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
www.jdpower.com/ccc. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Merrill Edge was ranked 5 out of 8 online brokers by Kiplinger's Personal Finance's "Best Online Brokers" survey October 2018. To be included, firms had to offer online trading of stocks, ETFs, funds and individual bonds. Results based on ratings in the following categories: Total Commissions Score, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile Access, and Advisory Services. Learn more at
https://www.kiplinger.com/slideshow/investing/T052-S002-best-online-brokers-2018/index.html from Kiplinger's Personal Finance, October 2018 © 2018 The Kiplinger Washington Editors. Used under License. Merrill Edge provides access to research from BofA Merrill Lynch Global Research, CFRA (powered by S&P Global), Morningstar and others. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 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, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to
https://www.institutionalinvestor.com/research/8959/Overview. 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 was evaluated as one of 13 online brokers in StockBrokers.com 2018 Online Broker Review published on February 20, 2018. StockBrokers.com evaluated brokers using 292 variables across 10 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Merrill Edge Stock Story received the industry award for the #1 New Tool. Learn more at
https://www.stockbrokers.com/annual-broker-review. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Merrill Edge was named the "Winner" in the Visionary category by the
Learn more about the 2018 International Service Excellence Award winners from Customer Service Institute of America 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.
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