Merrill Edge Streamlines Portfolio Analysis and Performance Review for the Online Investor Through an Innovative, Personalized New Experience

February 12, 2018 at 8:30 AM Eastern

Merrill Edge today introduced an innovative new experience for the online investor that streamlines and simplifies portfolio analysis and performance review. Merrill Edge’s portfolio story provides clients critical portfolio-monitoring data, education, and insights to help them make more informed investing decisions. Visually impactful, clear and unique in design and function, the capability builds on Merrill Edge’s award-winning, streamlined stock research experience1, which launched in November 2017 and offers new stock research and analytic capabilities. 

“Knowledge is power, and we want our self-directed clients to know as much as possible when building and managing their portfolios to help them pursue their investing goals,” said Aron Levine, head of Merrill Edge. “By providing access to tools, education and insight, we believe we can help our clients better manage their financial lives.”

Powered by patent-pending technology, the new experience lets Merrill Edge’s clients:

  • Monitor the performance of their portfolios.
  • Compare their portfolio’s performance to that of the broader market.
  • Learn how to build balanced portfolios.
  • Clearly view their portfolio’s asset allocation, broken down by investment class and industry, with line of sight into overlapping holdings and action items to consider.
  • See a simplified and consolidated view of what professional analysts are saying about their investments, along with research into price and value.
  • Assess whether their investments are aligned to their personal values with impact investing2 scores powered by MSCI ESG Ratings. These scores provide investors portfolio-level environment, social, governance (ESG) scores, including insight into ESG impact and risks.
  • Use the ESG scores to more easily identify ESG leaders and laggards in their portfolios.
Merrill Edge Retirement Account Computer Screen

The new experience complements the streamlined stock research experience that launched last November, which was designed to help online investors make more informed investing decisions about thousands of U.S. stocks. It offers accessible, jargon-free explanations of the basics of stock research; provides insights into what may be driving a company’s bottom line and performance; and offers professional analysis of company stocks. 

1 Merrill Edge earned the top spot in the Equity Research & Quotes category of e-Monitor’s 2017 Gold Medal Awards in part due to its stock story capability. In their analysis, e-Monitor reviewed the offerings and capabilities for the 18 firms in the e-Monitor coverage group, divided into six distinct categories: Core Product Offerings, Account Information & Performance Reporting, Equity Research & Quotes, Planning Tools, Alerts, and Mobile Capabilities. Each category included a distinct set of attributes and criteria that they used to grade and rank firms. Based on this review, they awarded gold, silver or bronze medals to those firms that excel. More information on this award can be found 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.

2 Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

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, step-by-step guidance and competitive pricing for online trades.

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.

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Neither Merrill Lynch nor any of its affiliates or financial advisors provides 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 Guaranteed    May Lose Value

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