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Merrill Edge platforms & tools

Web, desktop, mobile, and API capabilities — full feature breakdown.

Last reviewed May 13, 2026

All platforms

4 platforms — features listed in full.

  • Web

    Merrill Edge Web

    • Single sign-on with Bank of America accounts
    • Integrated trade ticket, screening, and BofA Global Research
    • Idea Builder, Stock Story, Fund Story narrative tools
    • Up to Level 5 options approval
  • Desktop

    MarketPro

    • Streaming quotes and 100+ technical indicators
    • 25 movable windows; customizable workspaces
    • OptionsPlay strategy builder
    • Level II gated at $1M assets OR 30+ trades/quarter

    Now available to all self-directed clients (legacy $50K / 15-trade gate removed)

  • Mobile

    Merrill Edge Mobile

    • Embedded within BofA app + standalone Merrill Edge app
    • Mobile check deposit; biometric login
    • Lighter on options tools than Robinhood or Webull
  • API

    Public retail API

    • Not available to retail customers

    No public algo / API access