Merrill Edge vs Fidelity Investments

Compare and evaluate Merrill Edge vs Fidelity Investments based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Merrill Edge offers to companies with 0 employees. Fidelity Investments offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA) to companies with 150,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Merrill Edge

Reviews pending

Product Description

Merrill Edge

-

Fidelity Investments

-

Min. Group Size

Merrill Edge

-

Fidelity Investments

30 eligible

Lives Serviced

Merrill Edge

-

Fidelity Investments

160,000

Product Specific Features

Merrill Edge

Fidelity Investments

Not offered

Traditional pre-tax 401(k) 

Not offered

Roth 401(k)

Not offered

401(k) online portal

Not offered

Contribution management

Not offered

Payroll Integration

Not offered

Flexible 401(k) Plans

Not offered

401(k) plan administration

Not offered

Expert portfolio support

Not offered

Investment management option

Not offered

Fiduciary and trustee services

Not offered

Compliance tracking and filing

Not offered

Investment library

Features

Merrill Edge

Fidelity Investments

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

3rd Party Integrations

Official Resources

Merrill Edge

Fidelity Investments

Media

Merrill Edge

Fidelity Investments

About

Merrill Edge

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify... Show More

Fidelity Investments

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an... Show More

Founded

Merrill Edge

2010

Fidelity Investments

1946

Location

Merrill Edge

3300 Lehigh St Allentown, PA 18103

Fidelity Investments

Boston, MA

Employees

Merrill Edge

1,727

Fidelity Investments

69,817

Funding Summary

Merrill Edge

-

Fidelity Investments

40M Series A

Website

Reviews

Merrill Edge

0.0 (0)

Fidelity Investments

0.0 (0)

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