Neither Merrill Edge nor any of its affiliates provide tax, accounting, or legal advice. Please contact your independent tax advisor regarding the items discussed herein. Plan administrative and recordkeeping services for Merrill Edge Small Business 401k are provided by Plan Administrators, Inc. PAi. Investment advisory and fiduciary. Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Plan administrative and recordkeeping services for Merrill Edge Small Business 401k are provided by Plan Administrators, Inc. PAi. Morningstar. Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith, Incorporated MLPF&S, and consists of the Merrill Edge Advisory Center investment guidance and self-directed online investing. Merrill Edge IRA Review Recap Merrill Edge has great tools and educational materials for IRA's. Customers who want paper statements, lower commissions, or a larger selection of funds would do. Full Review. Merrill Edge is an online discount brokerage service provided by Bank of America Merrill Lynch. Launched on June 21, 2010, Merrill Edge is a part of Bank of America’s retail banking division.

MERRILL EDGE® SMALL BUSINESS 401K How does your plan compare? 1 Employer-paid fees are generally tax deductible to your business. 2 Education, investment management and other account servicing fee is 0.043% monthly or 0.52% annually. Overview od Merrill Edge Pros And Cons Merrill Edge is a low-cost broker owned by Merrill Lynch, a division of Bank of America. Let's take an in-depth look at this discount brokerage firm and evaluate Merrill Edge cons and pros. Merrill Edge Self-Directed Merrill Edge Self-Directed. A self-directed investing platform that streamlines investing, giving you access to research and insights, step-by-step guidance and flexible tools – all with low, flat-rate pricing. Learn more. Merrill Edge® Financial Solutions Advisors™ A licensed Merrill Edge Financial Solutions Advisor can help you pursue your financial goals and plan for what matters most to you. Meet in person at a Bank of America financial center or call us 24/7 at 888.637.3343.