Top Rank Awarded for “Overall Client Experience,” New Tool and Banking Services
Merrill Edge announced today that it was awarded 4.5 out of 5 stars overall in Stockbrokers.com’s eighth annual online broker review.1 The online advisor was awarded top rank for “Overall Client Experience” for the first time; top rank for “New tool – stock story”; and top rank for Banking Services for the fourth consecutive year. Merrill Edge also received a new “Best in Class” designation for “Mobile Trading” in 2018 and maintained six other “Best in Class” designations received in 2017.
“We are pleased that Stockbrokers.com recognized our continuing focus on providing an excellent client experience and innovative solutions to help clients define and pursue their financial goals,” said David Poole, head of Merrill Edge Advisory, Client Services and Digital Capabilities.
Merrill Edge received the No. 1 ranking for “New Tool,” a category which is new this year for Stockbrokers.com. It was awarded to Merrill Edge for the creation of a new stock research experience designed to help the self-directed investor make more informed investing decisions about thousands of U.S. equities. Merrill Edge followed that with the launch of a new portfolio experience in February 2018, which helps streamline and simplify portfolio analysis and performance review.
Merrill Edge received best-in-class designations (top five ranking) in seven categories:
Mobile Trading – first year
Research – fifth consecutive year
Customer Service – fifth consecutive year
Ease of Use – second consecutive year
Education – fourth consecutive year
Order Execution – second consecutive year
Banking Services – fourth consecutive year
1 Merrill Edge was evaluated as one of 13 online brokers in the StockBrokers.com 2018 Online Broker Review, published on February 20. StockBrokers.com evaluated brokers using 292 variables across 10 categories: Commissions & Fees; Customer Service; Platforms & Tools; Research; Ease of Use; Offering of Investments; Education; Mobile Trading; Order Execution; and Banking. Learn more at 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.
Merrill Edge is a streamlined investment service that provides access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. With Merrill Edge, clients can view their Merrill Edge investment and Bank of America bank accounts on one page online. They also have access to easy-to-use tools, actionable insights, one-on-one guidance and competitive pricing for online trades. If clients prefer to receive advice and guidance to pursue and track financial goals, Merrill Edge Roadmap® allows them to work one-on-one with a Merrill Edge Financial Solutions Advisor to develop a personalized action plan and receive specific investment recommendations tailored to them and their personal goals.
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