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Awards & Recognition

 

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We've been hard at work creating award‑winning investment experiences to help simplify your financial life and the experts are taking notice.

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.
Kiplinger's Personal Finance
#1 User Experience, 2 years runningFootnote 1
StockBrokers.com
#1 Overall client experience, 4 years running
#1 Client DashboardFootnote 2

Award-winning global research

Merrill 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.
A top global research provider, 10 years runningFootnote 3

#1 for ESG and sustainable investing

We're proud to be an industry leader in ESG and sustainable investing, making it easy for you to align your portfolio with your values.
StockBrokers.com
#1 ESG Investing, 2 years in a rowFootnote 2

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.
NerdWallet
One of the best for beginnersFootnote 4
Investopedia
Merrill Edge Self‑Directed best for beginners
Merrill Guided Investing best for educationFootnotes 5,6

Industry-leading customer service

Merrill is known for offering top-notch support that's always just a click or a phone call away
Investopedia
Best for customer serviceFootnote 7

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.
StockBrokers.com
Merrill named #1 for access to bankingFootnote 2

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Footnote 
Merrill Edge Self-Directed was ranked 4 out of 11 online brokers by Kiplinger's Personal Finance's "Best Online Brokers," survey August 2020. 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. Rankings for subcategories may vary. Learn more at Kiplinger's Personal Finance popup, August 2020 © 2020 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 Edge Self-Directed was evaluated as one of 11 online brokers in StockBrokers.com 2021 Online Broker Review published on January 19, 2021. StockBrokers.com evaluated brokers using 256 variables across 7 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.
Footnote 
Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 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 4.5 out of 5 stars from NerdWallet, January 2021. NerdWallet evaluates brokers based on investment selection, customer support, account fees, account minimum, trading costs and more. Learn more at Nerdwallet.com 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.
Footnote 
Merrill Guided Investing received 4.1 out of 5 stars overall in Investopedia's Best Robo-Advisors, October 5, 2020. Investopedia rates robo-advisors based on nine key categories and 51 variables. Rankings for subcategories may vary. Learn more at Investopedia. 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 
Merrill Edge Self-Directed received 3.5 out of 5 stars overall in Investopedia's Annual Review, March 17, 2020. Investopedia rates online brokers based on 12 key categories and 103 variables. Rankings for subcategories may vary. 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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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.

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