Both firms also offer portfolio management. It opens up over 20 international exchanges with lots of foreign stocks.Īnd these are just self-directed accounts. Moreover, Fidelity has a global trading service that can be appended to any investment account. With a Fidelity brokerage account, you get all of the above assets plus annuities and life insurance. Exchange-traded, mutual, and closed-end funds.With a Merrill Edge account, you’ll gain access to these financial products: Additional information is available in our Client Relationship Summary (Form CRS) (PDF).Charles Schwab: $0 commissions + satisfaction guarantee at Charles Schwab.įirst, We Need to Look at Tradable Assets Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Prospectuses can be obtained by contacting us.Įxpense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. Always read the prospectus or summary prospectus carefully before you invest or send money. This and other information may be found in each fund's prospectus or summary prospectus, if available. 10 year returns are provided for funds with greater than 10 years of history.īefore investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Returns include fees and applicable loads. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. For performance information current to the most recent month end, please contact us. Current performance may be lower or higher than the performance quoted. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. The performance data contained herein represents past performance which does not guarantee future results. All rights reserved.Īsset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Privacy | Security | Glossary | Advertising practices popup Advertising Practices popup Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:Īre Not Insured by Any Federal Government AgencyĪre Not a Condition to Any Banking Service or Activity and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.īanking products are provided by Bank of America, N.A. MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
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