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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.
StockBrokers.com
#1 Overall Client ExperienceFootnote 1
#1 Client DashboardFootnote 2
#1 High Net Worth InvestorsFootnote 7
– StockBrokers.com 2023 Annual Broker Review

Award-winning global research

BofA Global Research 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 Best Customer Service

Merrill was ranked #1 in the Trading and Brokerages Services category – 2023 Newsweek America's Best Customer Service listFootnote 6
Published August 31, 2022. Rankings based on data as of May – July 2022
Best Customer Service 2023 Newsweek, statista

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

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 5
– StockBrokers.com 2023 Annual Broker Review

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Footnote 
Merrill Edge Self-Directed was awarded No. 1 Overall Client Experience and received an overall rating of 5 out of 5 stars from StockBrokers.com. Evaluated as one of 17 online brokers in Go to third-party website StockBrokers.com 2023 Online Broker Review  popup published on January 24, 2023. StockBrokers.com evaluated brokers using 196 variables across 8 categories. For this award, all aspects of the digital experience are taken into consideration, comprising all primary and secondary categories. StockBrokers.com testing simulates dozens of workflows for investors and traders alike. Brokers that stand out are those that provide tools and experiences that are truly distinct from the competition. Go to third-party website Learn more about the methodology 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 awarded No. 1 for Client Dashboard and received an overall rating of 5 out of 5 stars from StockBrokers.com. Evaluated as one of 17 online brokers in Go to third-party website StockBrokers.com 2023 Online Broker Review  popuppublished on January 24, 2023. StockBrokers.com evaluated brokers using 196 variables across 8 categories. Contenders for StockBrokers.com #1 Client Dashboard award are evaluated based on the design and ease-of-use of the homescreen view that summarizes a client's account(s) on a high level. Both mobile and web platform dashboards are considered in StockBrokers.com testing, and StockBrokers.com research team looks for effective design, clear representation of data, and cleanly summarized account information. Go to third-party website Learn more about the methodology 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 popup in 2022 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. Learn more about the methodology at 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 ranked in NerdWallet's article "Go to third-party website Best Online Brokers for Beginners popup," announced January 3, 2023, and received an overall rating of 4.7 out of 5 stars, from Go to third-party website NerdWallet popup, announced January 3, 2023. NerdWallet evaluates brokers based on investment selection, customer support, account fees, account minimum, trading costs and more. NerdWallet and the NerdWallet logo are trademarks owned by NerdWallet, Inc. and used with permission. Go to third-party website Learn more about the methodology 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 was awarded No. 1 for Banking Services and received an overall rating of 5 out of 5 stars from StockBrokers.com. Evaluated as one of 17 online brokers in StockBrokers.com 2023 Online Broker Review published on January 24, 2023. As a rapidly expanding area of brokerage services, banking features have grown in importance to stock traders who value ease of money transfer and keeping their investing and banking under one roof. StockBrokers.com research team evaluates each broker's offerings, such as cash management tools, debit cards and credit cards, traditional bank accounts, mobile deposits, no-fee banking and branch accessibility. Additionally, Stockbrokers.com evaluate the commissions and fees charged by the brokerage for many popular features. In total, StockBrokers.com evaluate more than 200 variables for each broker. Learn more about the methodology at StockBrokers.com. 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 received an overall ranking of 5 out of 5 stars and a Best in Class award for "Customer Service," from StockBrokers.com. Evaluated as one of 17 online brokers in StockBrokers.com 2023 Online Broker Review popup published on January 24, 2023. StockBrokers.com evaluated brokers using 196 variables across 8 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Learn more about the methodology 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 awarded No. 1 for High Net Worth Investors and received an overall rating of 5 out of 5 stars from StockBrokers.com. Evaluated as one of 17 online brokers in Go to third-party website StockBrokers.com 2023 Online Broker Review  popup published on January 24, 2023. StockBrokers.com evaluated brokers using 196 variables across 9 categories. The Best In Class rating recognizes broke published on January 24, 2023. StockBrokers.com evaluated brokers using 196 variables across 8 categories. This award recognizes a broker's particularly strong combination of features important to the high net worth client, defined as those with at least $1 million in total liquid assets. StockBrokers.com testing looks for robust market research, easy-to-use web and mobile platforms, standout customer service, and banking and wealth management options. Go to third-party website Learn more about the methodology 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.
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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