My #1 Stock & Retirement Choice.
July 02, 2022

My #1 Stock & Retirement Choice.

Ramin Lavi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Merrill Edge

I use Merrill for personal use. Love everything about it. I've been a Bank of America customer since 1999 and I love how easily Merrill transitions between itself and the banking institution. I carry all of my assets, retirement, and stocks within Merrill because I trust their security, ease of use, and customer service. When leaving a company, it's very easy to transfer an old 401k to Merrill and they have excellent customer service to help you through it. Trading is free (if you have certain minimums) and your holdings can be easily viewed and those views can be easily adjusted if you want different data points.
  • Integration with Bank of America.
  • Customer Service is fantastic.
  • Free to use with a minimum asset holding.
  • You can customize the views for your holdings.
  • Sometimes the interface can be a little slow.
  • It would be great if they had educational courses on options trading.
  • Maybe they can introduce Crypto?
  • Ease of use.
  • Customer Service is Excellent.
  • Secure and backed up by Bank of America.
  • Positive impacts across the board since I typically buy and hold.
  • I was able to easily transfer my old 401k to an IRA using their customer service teams- super fast, easy and most importantly I didn't have to worry about messing up the transfer and having tax consequences.

Do you think Merrill Edge delivers good value for the price?


Are you happy with Merrill Edge's feature set?


Did Merrill Edge live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Merrill Edge go as expected?

I wasn't involved with the implementation phase

Would you buy Merrill Edge again?


Merrill Edge is best suited for beginner and advanced traders. Whether you are buying stocks and holding or day trading, I've always had no issues working with the Merrill platform to manage my trades. My favorite part is that it seamlessly aligns with Bank of America so money movement is instantaneous.