Merrill Edge

2020 Insights on Bank of America Wealth Management - Competitor Profile - ResearchAndMarkets.com

Monday, April 6, 2020 - 3:15pm

The "Bank of America Wealth Management - Competitor Profile" company profile has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Bank of America Wealth Management - Competitor Profile" company profile has been added to ResearchAndMarkets.com's offering.
  • Bank of America operates through four business segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets.
  • The wealth management units Merrill Lynch and Bank of America Private Bank (formerly U.S. Trust) sit within the GWIM division.
  • Through the Merrill Lynch Wealth Management, Bank of America Private Bank, and Merrill Edge brands, Bank of America serves all customer segments, from HNW and UHNW investors and wealthy families to the mass affluent and retail markets.

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Monday, December 9, 2019 - 1:00pm

Merrill optimizes and continuously monitors trades and does not accept payment for order flow.

Key Points: 
  • Merrill optimizes and continuously monitors trades and does not accept payment for order flow.
  • Rewarding relationships With more than 6 million members, Preferred Rewards is the first no-fee program of its kind that recognizes and rewards clients for choosing to do more across their Bank of America and Merrill accounts.
  • Clients can easily manage and transfer funds between their Bank of America banking and Merrill investment accounts in real time and with a single login.
  • 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® Report Finds Nearly 9 in 10 Americans Believe How They Manage Their Money Would Make Their Parents Proud

Friday, June 14, 2019 - 2:00pm

The report is a biannual study of more than 1,000 mass affluent1 Americans evolving financial concerns and priorities.

Key Points: 
  • The report is a biannual study of more than 1,000 mass affluent1 Americans evolving financial concerns and priorities.
  • It found that 85 percent believe how they manage their finances today would make their parents proud.
  • For more in-depth information about the financial behaviors and priorities of mass affluent Americans, read the entire spring 2019 Merrill Edge Report .
  • Concentrix (an independent market research company) conducted a nationally representative, panel-sample online survey on behalf of Merrill Edge April 17-May 9, 2019.

Bank of America Introduces Powerful Solution Combining Merrill Digital Capabilities With Advice and Guidance From a Financial Solutions Advisor

Monday, June 3, 2019 - 2:00pm

Bank of America today announced the launch of Merrill Guided Investing with an advisor, a new offering that will deliver advice and guidance to clients through a Merrill Financial Solutions Advisor (FSA) and an enhanced digital platform.

Key Points: 
  • Bank of America today announced the launch of Merrill Guided Investing with an advisor, a new offering that will deliver advice and guidance to clients through a Merrill Financial Solutions Advisor (FSA) and an enhanced digital platform.
  • Open an account with $20,000 for Merrill Guided Investing with an advisor, and as little as $5,000 for Merrill Guided Investing.
  • Other fees may apply.1
    Merrill Guided Investing with an advisor will be offered through FSAs in Bank of America financial centers, Merrill Advisory Centers, and Merrill offices around the country.
  • Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Bank of America Extends Commission-Free Trades to All Preferred Rewards Members

Wednesday, January 30, 2019 - 2:00pm

Brokerage affiliates of Bank of America have been offering commission-free trades since 2006, even prior to the launch of Merrill Edge in 2010.

Key Points: 
  • Brokerage affiliates of Bank of America have been offering commission-free trades since 2006, even prior to the launch of Merrill Edge in 2010.
  • With Merrill Edge, clients can view their Merrill Edge investment and Bank of America bank accounts on one page online.
  • For more Bank of America news, including dividend announcements and other important information, visit the Bank of America newsroom .
  • Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Firstrade Named a 2018 Best Online Broker by Kiplinger's Personal Finance Selected #1 in ETF and Bond Categories

Wednesday, September 12, 2018 - 3:00pm

NEW YORK, Sept. 12, 2018 /PRNewswire/ -- Firstrade Securities, Inc. has been named to the Kiplinger's Personal Finance rankings of the Best Online Brokers of 2018.

Key Points: 
  • NEW YORK, Sept. 12, 2018 /PRNewswire/ -- Firstrade Securities, Inc. has been named to the Kiplinger's Personal Finance rankings of the Best Online Brokers of 2018.
  • Firstrade also received the number one ranking as Best for Exchange-Traded Fund Investors and Best for Bond Investors.
  • To help readers choose the best broker, the magazinesurveyed eight firms: Ally Invest, Charles Schwab, E*Trade, Fidelity, Firstrade, Merrill Edge, TD Ameritrade and WellsTrade.
  • "We are delighted to have been named one of Kiplinger's best online brokers for 2018.