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Personal Finance (Not Investing) • Experiences with Merrill Edge as primary brokerage in 2024?

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The Merrill/preferred rewards thread has become a bit unwieldy so I wanted to ask a specific question.

Is anyone using Merrill as their primary brokerage, or at least using it for more than the 100k required for preferred rewards?

If so, what’s your experience been? What types of accounts do you have there? Any “gotchas” to look out for?

Aside from no fractional shares and manual forms to do a Roth conversion, it seems to offer a lot of what fidelity and Schwab do.

Statistics: Posted by NYCaviator — Sat Sep 07, 2024 10:50 pm — Replies 0 — Views 44



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