Merrill Edge Earns Four Stars Out of Five From Barron’s

Recognition Includes Number One Ranking for In-Person Services and “Best of” for Long-Term Investing, Investor Education, and Novices

March 27, 2018 at 9:00 AM Eastern

Merrill Edge has again been recognized by Barron’s as one of the top online brokers. In the 2018 Barron’s Best Online Broker Survey1, Merrill Edge received an overall ranking of four stars out of five for the fifth consecutive year. Merrill Edge retained its top position from last year for In-Person Services, earning 4.5 out of five stars, and was ranked among the best for Long-Term Investing, Investor Education, and Novices.

“We are proud to be recognized year after year by Barron’s, and number one again this year for In-Person Services,” said Aron Levine, head of Merrill Edge. “We are committed to providing our clients exceptional service and innovative tools to pursue their financial goals, and this recognition is a great reflection of our efforts.”

Barron’s ranked Merrill Edge among the best in the following categories:

  • “Best for in Person Services”: 4 stars (first place)
  • “Best for Long term Investing”: 4 stars
  • “Best for Novices”: 4 stars
  • “Best for Investor Education”: 4 stars

Merrill Edge also earned a ranking of more than four out of five stars in the following areas:

  • Research and Amenities: 4.9 out of 5 (highest score in a four-way tie)
  • Portfolio Analysis and Reports: 4.9 out of 5 (highest score in a three-way tie)
  • Mobile: 4.8 out of 5 (tied for second-highest score)
  • Customer Service, Education and Security: 4.3 out of 5
  • Usability: 4.2 out of 5

The Online Broker Survey also highlights the benefits of Merrill Edge’s portfolio story – the new online experience launched this year that streamlines and simplifies portfolio analysis and performance review and includes environmental, social and governance measures, so investors can see if their portfolios align with their personal beliefs.

Barron’s also commended the recent enhancement to Merrill Edge mobile platform for its versatility and integration with Bank of America banking.

“We are pleased that Barron’s has recognized our research capabilities as well as the versatility of our mobile app, which are designed to help our clients make more informed investing decisions with added convenience,” said David Poole, head of Merrill Edge Advisory, Client Services and Digital Capabilities.

To learn more about Merrill Edge and these updates, visit www.merrilledge.com.

1 Merrill Edge was one of 19 brokers evaluated in 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. 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.


Merrill Edge

Merrill Edge® is a streamlined financial platform that offers access to online and advised investing, trading, brokerage and Bank of America banking services. Clients can be self-directed; work with a Financial Solutions Advisor™ to use managed portfolios; or access Merrill Edge Guided Investing, an online advisory program that offers Global Wealth and Investment Management Chief Investment Office-directed portfolio management strategies.


Bank of America

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 47 million consumer and small business relationships with approximately 4,500 retail financial centers, approximately 16,000 ATMs, and award-winning digital banking with approximately 35 million active users, including approximately 24 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in all 50 states, the District of Columbia, the U.S. Virgin Islands, Puerto Rico and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

For more Bank of America news, including dividend announcements and other important information, visit the Bank of America newsroom and register for news email alerts.

www.bankofamerica.com

The rankings 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.

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

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

MLPF&S is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation.

Investment products:

Are Not FDIC Insured    Are Not Bank Guaranteed    May Lose Value

© 2018 Bank of America Corporation. All rights reserved.

###

Reporters May Contact:
Susan Atran, Bank of America
Phone: 1.646.743.0791
susan.atran@bofa.com

Categories

  • Consumer Bank
  • Merrill
  • Awards and Recognition