Merrill Edge

Financial planner in Sunnyvale, CA (show on map)

Merrill Edge is a Bank of America company offering online investing, trading, and brokerage services including Merrill Edge Self-Directed and Merrill Guided Investing.

Call (408) 962-8052

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About

Merrill Edge, a Bank of America Company, provides online investing and trading services. Options include Merrill Edge Self-Directed for self-directed investors with unlimited $0 online stock, ETF and option trades, and Merrill Guided Investing for those wanting professional portfolio management.

The firm also offers retirement planning, college savings, and small business retirement accounts.

Connected online banking with Bank of America and investing with Merrill in one place

Unlimited $0 online stock, ETF and option trades (Self-Directed)

Professional portfolio management available

No minimum investment for Self-Directed accounts

BofA Preferred Rewards program benefits

Credentials & Certifications

FINRA/SIPC

Investment Adviser Registration

Frequently Asked Questions

What is Merrill Guided Investing? +

An Investment Advisory Program where Merrill investment professionals build and manage your portfolio online. Minimum investment as low as $1,000 for growth-focused strategies, 0.45% annual program fee calculated monthly.

What is Merrill Guided Investing with Advisor? +

Access to working one-on-one with an advisor who helps understand goals and put plans into action. $20,000 minimum investment, 0.85% annual program fee.

What is Merrill Edge Self-Directed? +

For investors who want to build and manage their own portfolio online with unlimited $0 online stock, ETF and option trades and no minimum investment.