Merrill Edge Receives 4.5 Stars out of 5 in Annual Online Broker Review

February 20, 2018 at 11:24 AM Eastern

Merrill Edge announced today that it was awarded 4.5 out of 5 stars overall in’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 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 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

Merrill Edge was evaluated as one of 13 online brokers in the 2018 Online Broker Review, published on February 20. 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 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 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.

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 Corporation 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 Corporation offers 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.

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Andy Aldridge, Bank of America
Phone: 1.980.387.0514