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 2017 Certified Contact Center Program
SM recognition is based on successful completion of an audit 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 #1 overall (tied with Fidelity) out of 7 online brokers by Kiplinger's Personal Finance's "Best Online Brokers," survey October 2017. 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
http://www.kiplinger.com/slideshow/investing/T023-S002-best-online-brokers-2017/index.html from Kiplinger's Personal Finance, October 2017 © 2017 The Kiplinger Washington Editors. Used under License. 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 2011-2017 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 equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its non-U.S. affiliates. MLPF&S 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/article/b15x58zthqmjry/the-worlds-best-research-firm. 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.
Footnote 5 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. Learn more at
Learn more about the online broker award Merrill Edge received from StockBrokers.com by visiting http://www.stockbrokers.com/review/merrilledge. 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.
Footnote 6 Merrill Edge was named the "Winner" in the Customer Focused Innovations category by the
Learn more about the 2016 International Service Excellence Award winners from Customer Service Institute of America in 2017. The judging criteria is based on an onsite interview, 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. 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.
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