Merrill Edge

Merrill Edge: Online Brokerage and Investing within the Bank of America Group

Merrill Edge is an investment and brokerage platform associated with Bank of America that offers brokerage and retirement accounts, online trading, and financial research services. Its offering is structured around different investor profiles, with the stated goal of helping each client find the investment approach that suits them.

Financial Products and Services

The firm's offerings include brokerage accounts, retirement accounts, online securities trading, and financial analysis and research tools. The operations are presented under the Merrill Edge brand, integrated into Bank of America's financial services ecosystem.

Customer Service and Access Support

The company maintains separate support lines based on client type. Merrill Edge Self-Directed clients have their own contact number, while Merrill Lynch Wealth Management and Merrill Advisory Center clients have specific lines. There is also support for users in the United States, Puerto Rico, and Canada, and a different phone number for those outside these areas.

Telephone Service Hours

Telephone service is available on Fridays from 7 a.m. to 10 p.m. local time, and on Saturdays and Sundays from 8 a.m. to 5 p.m.

Security and Access Management

The platform incorporates identity verification procedures for account access, including personal security questions, authorization codes sent to the user's phone, and strict password requirements. Among the disclosed measures are the ability to save the user ID on trusted devices and recommendations to avoid fraud and phishing.