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
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 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
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. 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
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 6 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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