If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Actual fund expenses will vary please refer to each fund's prospectus. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. It may take up to 30 calendar days for changes to your Preferred Rewards status or tier to be associated with and effective for your accounts in the advisory programs. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier, 0.10% for the Platinum tier, or 0.15% for the Platinum Honors, Diamond and Diamond Honors tiers based on their Preferred Rewards tier effective at the time the applicable advisory program fee is calculated. This fee is charged monthly in advance.Ĭlients enrolled in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program's annual asset-based fee of 0.45%, and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs' annual asset-based fee of 0.85% for any of their accounts enrolled in the respective advisory programs. This fee is charged monthly in advance.įootnote 6 There is an annual program fee of 0.45% based on the assets held in the account. Rankings and recognition from Newsweek are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.įootnote 5 There is an annual program fee of 0.85% based on the assets held in the account. Learn more about methodology at Newsweek popup. For each category, the most relevant brands were included in the scope of the survey according to reputation, turnover or market share. The survey was conducted on retailers and service providers from 166 categories, providing results for a broad-spectrum of customer experiences in traditional retail, online and service segments. Customers evaluated several brands: in total over 200,000 evaluations were collected. customers who have either made purchases, used services, or gathered information about products or services in the past three years. The 2023 America's Best Customer Service rankings were identified from the results of an independent survey conducted May-July 2022 of more than 30,000 U.S. Merrill was recognized in Newsweek America's Best Customer Service, 2023 popup published on August 31, 2022. ![]() Rankings and recognition from are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement. ![]() ![]() Go to third-party website Learn more about the methodology at popup. Brokers that stand out are those that provide tools and experiences that are truly distinct from the competition. ![]() testing simulates dozens of workflows for investors and traders alike. For this award, all aspects of the digital experience are taken into consideration, comprising all primary and secondary categories. evaluated brokers using 196 variables across 8 categories. Evaluated as one of 17 online brokers in Go to third-party website 2023 Online Broker Review popup published on January 24, 2023. 1 Overall Client Experience and received an overall rating of 5 out of 5 stars from. Merrill Edge Self-Directed was awarded No.
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