Merrill Edge Redesigns Mobile App, Making It Easier for Clients to Invest for Life Goals While on the Go

March 9, 2017 at 9:00 AM Eastern

Merrill Edge today announced a comprehensive redesign of its award-winning mobile app that lets investors personalize their mobile experience to help make informed investment and planning decisions from iPhone or Android devices. As more clients live their lives on the go, they can now use new planning tools, track account activity, monitor markets, place trades and interact with portfolio data through an intuitive experience on the Merrill Edge mobile app.

Clients will benefit from better navigation, dynamic help capabilities, and heat maps showing key investment trends, as well as interactive charts and streamlined investing capabilities as a result of the redesign. Merrill Edge is the only mobile investing platform to send relevant, personalized market data and event notifications to clients based on their holdings and the securities they are following.

“We know our clients are on the move, and we are right there with them, offering a bird’s eye view of the market and the guidance they need to plan for their financial goals,” said Aron Levine, head of Merrill Edge. “We are continually developing innovative ways to serve clients and to make their financial lives easier.”

The new mobile capability includes access to Merrill Edge’s Guidance & Retirement Center, which provides resources, interactive tools and calculators to help with planning for retirement, investing, paying for college and other major life events.

In January, Corporate Insight’s 2016 e-Monitor Awards Report awarded Merrill Edge two gold medals in the “trading” and “mobile capabilities” categories, along with three silver medals in the “account information,” “quotes,” and “prospect experiences” categories. The awards highlighted Merrill Edge’s digital offerings and the value and service provided to their customers., in its February 2017 report, named Merrill Edge “Best in Class,” highlighting its customer service and overall package.

In early February, Merrill Edge announced the nationwide launch of its new online advisory platform, Merrill Edge Guided Investing, the latest addition to its continuum of investment offerings and an intuitive new online investing service that combines expert insight with the convenience and flexibility of online management. 

The new platform offers investors a new way to pursue their financial goals, whether they have a little or a lot to invest. Backed by the power of world-class research and deep financial expertise, it provides access to strategies that are built and designed by the Global Wealth and Investment Management (GWIM) Chief Investment Office, rather than algorithms, to help clients set, pursue and achieve their financial goals. 

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 4,600 retail financial centers, approximately 16,000 ATMs, and award-winning online banking with approximately 34 million active accounts and more than 21 million mobile active 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.

Visit the Bank of America newsroom and register for news email alerts.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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


Reporters May Contact: 
Susan Atran, Bank of America
Phone: 1.646.743.0791