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Capital Acumen 34

U.S. Trust Clients Benefit From Access to Merrill Edge

An online investing platform that can simplify how you choose investments and help you make informed decisions.

If you personally manage some of your investments online, you aren’t alone. These days, 70% of investors with assets of $2 million or more who use an advisor also maintain a self-directed account.1 If you’re interested in online investing for yourself or your family, Merrill Edge* allows you to put your own ideas into action with a broad range of investments, easy-to-use tools and step-by-step guidance accessible through the same login as your U.S. Trust accounts. It features benefits such as:

  • Viewing with just one login 2 your U.S. Trust bank and Merrill Edge investment accounts.
  • Up to 100 $0 online stock and ETF trades per month, after which they cost $6.95 per trade. Other fees may apply.3
  • Merrill Edge premium services, including 24/7 priority access to a team of licensed investment specialists.
  • Access to research and insights from BofA Merrill Lynch Global Research,** CFRA (powered by S&P Global) and Morningstar.
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