Written by StockBrokers.com
In this head to head comparison of Merrill Edge vs Citi Self Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
In the realm of online brokerage services, Merrill Edge distinguishes itself with a more extensive array of investment options, achieving a 4.5-star rating and a respectable 7th place ranking out of 18 brokers by StockBrokers.com. In contrast, Citi Self Invest, rated at 2.5 stars and unranked in the same report, offers fewer investment opportunities. Investors seeking a comprehensive suite of options may find Merrill Edge's offerings more appealing compared to the limited choices available through Citi Self Invest.
Merrill Edge provides an extensive range of investment options, allowing customers to trade stocks, engage in margin trading, and explore options trading. Additionally, they offer access to OTC Stocks and mutual funds, as well as traditional and Roth IRA accounts. Although their services do not include fractional shares, forex, futures, or crypto trading, Merrill Edge compensates by offering advisor services that support investors in crafting tailored investment strategies.
On the other hand, Citi Self Invest presents a more limited spectrum of investment choices. While they do provide stock trading and mutual funds, Citi Self Invest lacks facilities for margin and options trading, OTC Stocks, and advisor services. Similar to Merrill Edge, Citi Self Invest does not offer fractional shares, forex, futures, or crypto trading, but it does provide the basic structure for traditional and Roth IRA accounts. This narrower focus may be more suitable for beginners or those with straightforward investment objectives.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | No |
| Fractional Shares | No | No |
| OTC Stocks | Yes | No |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | No |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When evaluating the trading platforms and tools offered by Merrill Edge and Citi Self Invest, Merrill Edge clearly takes the lead with its wide range of functionalities and higher user ratings. While Citi Self Invest provides a basic browser-based platform, it lacks the robust charting tools and customization options that make Merrill Edge stand out. As such, for those seeking a comprehensive online trading experience, Merrill Edge is the preferable choice, earning a solid 4-star rating from users compared to Citi Self Invest's 2.5-star rating.
Both Merrill Edge and Citi Self Invest offer browser-based trading platforms without downloadable desktop applications for Windows or Mac. However, that's where the similarities end, as Merrill Edge offers an extensive array of features to empower traders. With 285 fields available for watch lists, 105 technical indicators, and 23 drawing tools, Merrill Edge provides traders with a detailed and customizable experience. In contrast, Citi Self Invest offers none of these options, severely limiting the analytical capabilities available to its users.
Merrill Edge further enhances its platform's functionality by allowing users to adjust open orders directly on stock charts, add notes, index overlays, historical trades, corporate events, and more, making it a favorite among traders seeking depth and flexibility in their trading strategies. On the other hand, Citi Self Invest does not support any of these advanced features. In ranking, Merrill Edge's superior capabilities place it at an impressive #6 out of 18 brokers for trading platforms and tools according to StockBrokers.com, while Citi Self Invest remains unranked.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 285 | 0 |
| Charting - Indicators / Studies | 105 | 0 |
| Charting - Drawing Tools | 23 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
Schwab Trading Powered by Ameritrade™.
Open and fund & get up to $1,000.
Merrill Edge clearly stands out as a robust platform for beginner investors seeking comprehensive education. This online broker offers a wide array of educational resources, including detailed guides on stocks, ETFs, options, mutual funds, and bonds, making it a one-stop-shop for investors eager to expand their financial knowledge. Merrill Edge also enhances the learning experience with educational videos, webinars, and interactive quizzes. Although it lacks paper trading and progress tracking features, its extensive educational offerings have earned it an impressive 4.5-star rating and a strong #5 rank for education by StockBrokers.com, demonstrating its commitment to empowering investors with knowledge.
In contrast, Citi Self Invest falls short in providing educational resources for investors, particularly beginners. The platform does not offer specific education on stocks, ETFs, options, mutual funds, or bonds, nor does it provide educational videos or webinars. While it does include educational quizzes and allows users to track their learning progress, these features are minimal compared to what Merrill Edge offers. As a result, Citi Self Invest has received a modest 1.5-star rating for education. This stark difference highlights Merrill Edge's superior ability to cater to investors seeking a well-rounded and informative learning experience.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Education (Stocks) | Yes | No |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | No |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | No |
| Videos | Yes | No |
| Webinars | Yes | No |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When comparing the stock trading app capabilities of Merrill Edge and Citi Self Invest, Merrill Edge emerges as the stronger choice for most investors. Rated 4.5 stars and ranked #6 out of 18 brokers by StockBrokers.com, Merrill Edge offers a comprehensive package with offerings such as mobile after-hours stock trading, mobile options trading, and streaming quotes. While both brokers provide apps for iPhone and Android platforms, Merrill Edge has a noticeable lead with its ability to create custom watch lists, view charts in landscape mode, and display multiple time frames and stock comparisons on charts. In contrast, Citi Self Invest holds a 3-star rating and lacks several of these key features, making Merrill Edge the more robust option for users seeking advanced trading capabilities.
Both Merrill Edge and Citi Self Invest offer iPhone and Android apps, facilitating seamless trading on-the-go. However, neither broker provides an Apple Watch app or streaming live TV within their mobile platforms. Although both allow the creation of custom watch lists, customization of watch list columns is not possible in either app. As for charting features, Merrill Edge distinguishes itself with 34 technical studies and the option to view charts in landscape mode and multiple time frames, whereas Citi Self Invest offers no technical studies and lacks such charting conveniences.
In terms of notifications, Merrill Edge provides stock alerts, offering added value for users who desire proactive updates on their investments. This feature is absent in Citi Self Invest, which may limit its appeal to active traders seeking real-time market alerts. Both brokers don't offer video on demand or after-hours charting, presenting a somewhat limited multimedia experience. Overall, Merrill Edge stands out with its comprehensive range of features, making it the preferred choice for traders seeking a well-rounded mobile trading app.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 34 | 0 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When considering online broker options, Merrill Edge and Citi Self Invest present different profiles for potential investors. Both platforms charge no minimum deposit, aligning with the industry move towards accessibility. Additionally, they offer commission-free regular stock trading, which is attractive to new and seasoned investors alike. However, an area of distinction lies in their options trading fees, where Merrill Edge has a $0.65 per options contract fee. Citi Self Invest does not currently offer options trading. For investors seeking a comprehensive experience with versatile services, Merrill Edge may hold the edge, especially for those interested in options trading.
In terms of margin trading, Merrill Edge provides services with variable rates depending on the balance range, starting from below $25,000. On the other hand, Citi Self Invest does not offer margin trading, which might limit those looking to leverage their investments. Further examination of transfer and closure fees illustrates another clear difference: Merrill Edge provides full and partial ACAT transfers without a fee, whereas Citi Self Invest charges $95 for either type. The IRA closure costs echo this pattern, with Merrill Edge charging $49.95 compared to Citi Self Invest's $95 fee.
For retirement investors, both Merrill Edge and Citi Self Invest offer IRA accounts without annual fees, making them competitive on that front. Nonetheless, Merrill Edge again appears favorable with no charges associated with options exercises or assignments, in contrast to Citi Self Invest which does not furnish these services. These distinctions spotlight Merrill Edge's broader financial service and investment flexibility, which can significantly affect an investor's bottom line depending on their personal investment strategy.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | N/A |
| Options Exercise Fee | $0.00 | N/A |
| Options Assignment Fee | $0.00 | N/A |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $49.95 | $95.00 |
| Commissions & Fees | N/A |
|
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, Merrill Edge offers several features that give it an edge over Citi Self Invest. Merrill Edge provides streaming time and sales for stocks, allowing traders to monitor real-time price movements and transactions, a feature not available with Citi Self Invest. Additionally, Merrill Edge offers level 2 quotes, granting traders deeper insight into market depth and liquidity, whereas Citi Self Invest does not offer this functionality. Both platforms lack streaming live TV, direct market routing for stocks, ladder trading, and trading hotkeys for keyboard trade entry, positioning them similarly in these areas.
In terms of trading strategy resources, Merrill Edge provides basic strategy backtesting, enabling traders to evaluate the effectiveness of their strategies with historical data. Citi Self Invest, on the other hand, does not offer this feature. Neither platform provides advanced strategy backtesting, a short locator tool for real-time availability of shares to short, or order liquidity (maker/taker) rebates. Overall, Merrill Edge stands out for traders prioritizing real-time data and basic strategy evaluation, while Citi Self Invest lags in these specific day trading capabilities.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2025
In comparing Merrill Edge to Citi Self Invest in terms of market research capabilities, Merrill Edge clearly stands out with a comprehensive offering that includes essential tools for a variety of investments. Rated five out of five stars by StockBrokers.com and ranked #5 among 18 brokers, Merrill Edge offers extensive stock, ETF, mutual fund, Pink Sheets, OTCBB, and bonds research. In contrast, Citi Self Invest provides more limited research options, earning a 2.5-star rating with less emphasis on mutual funds, bonds, or environmental, social, and governance (ESG) research. Overall, Merrill Edge's robust research offerings make it a superior choice for investors seeking detailed market insights.
Merrill Edge excels in offering downloadable PDF research reports and advanced screeners for stocks, ETFs, mutual funds, and bonds. Investors with a keen interest in finding trade ideas will appreciate Merrill Edge's powerful screeners, which provide comprehensive data-driven insights. Citi Self Invest, however, lacks these enhanced features, offering no downloadable reports or screeners for mutual funds or bonds, and no PDF reports for ETFs. Furthermore, neither platform incorporates social media sentiment data in their research, maintaining a predominantly traditional approach to market analysis.
When considering environmental and sustainability factors, Merrill Edge leads by providing ESG research, an increasingly valuable component for socially-conscious investors. This feature is absent in Citi Self Invest, which limits its appeal to those prioritizing corporate responsibility in their investment decisions. Both platforms enable users to analyze portfolio allocation by asset class, yet Merrill Edge further distinguishes itself with superior research capabilities, presenting a more attractive option for comprehensive portfolio management and informed decision-making.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Bonds | Yes | No |
| Screener - Bonds | Yes | No |
| Research |
|
|
When comparing the banking capabilities of online brokers Merrill Edge and Citi Self Invest, both platforms offer a comprehensive range of financial services that include checking and savings accounts, debit and credit cards, and mortgage loan options. However, a distinct difference emerges in the availability of Certificates of Deposit (CDs). Merrill Edge provides customers with the option to invest in CDs, which can be an attractive feature for those looking to diversify their savings strategy. In contrast, Citi Self Invest does not offer CDs as part of its banking services. Overall, both platforms deliver robust banking solutions, but Merrill Edge may have an edge for individuals seeking CD investment opportunities.
| Feature |
Merrill Edge
|
Citi Self Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | No |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Merrill Edge is better than Citi Self Invest. Merrill Edge finished with an overall score of 92.7%, while Citi Self Invest finished with a score of 70.6%.
Merrill Edge and its parent, Bank of America, make for a well-rounded offering, with $0 trades, robust research, reliable customer service; and its Stock Stories and Fund Stories are an industry standout. There are some gaps in investment offerings, including crypto and futures.
Both Merrill Edge and Citi Self Invest do not support cryptocurrency trading, offering zero coins for digital currency transactions.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Merrill Edge and Citi Self Invest offer traditional and Roth IRA accounts with no annual fees. However, when it comes to closure fees, Merrill Edge charges $49.95 compared to Citi Self Invest's $95.00.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees | N/A |
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
| N/A | |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | Citi Self Invest Review |
| Broker Screenshots | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Trading Platform & Tools Gallery (click to expand) |
| ||
| Research Gallery (click to expand) |
| ||
| Mobile Trading Apps Gallery (click to expand) |
| ||
| Education Gallery (click to expand) |
|
| Trading Fees | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | N/A | N/A | |
| Mutual Fund Trade Fee | Varies | 0 | |
| Options (Per Contract) | $0.65 | N/A | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $29.95 | n/a |
| Margin Rates | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | Varies | Not offered | |
| Margin Rate $25,000 to $49,999.99 | Varies | Not offered | |
| Margin Rate $50,000 to $99,999.99 | Varies | Not offered | |
| Margin Rate $100,000 to $249,999.99 | Varies | Not offered | |
| Margin Rate $250,000 to $499,999.99 | Varies | Not offered | |
| Margin Rate $500,000 to $999,999.99 | Varies | Not offered | |
| Margin Rate Above $1,000,000 | Varies | Not offered |
| Account Fees | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $49.95 | $95.00 | |
| Account Transfer Out (Partial) | $0.00 | $95.00 | |
| Account Transfer Out (Full) | $0.00 | $95.00 | |
| Options Exercise Fee | $0.00 | N/A | |
| Options Assignment Fee | $0.00 | N/A |
| Investment Options | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | No | |
| Fractional Shares | No | No | |
| OTC Stocks | Yes | No | |
| Options Trading | Yes | No | |
| Complex Options Max Legs | 4 | ||
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 2952 | 820 | |
| Mutual Funds (Total) | 3466 | 820 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Education (Stocks) | Yes | No | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | No | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | No | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | No | Yes | |
| Interactive Learning - Quizzes | Yes | Yes |
| Stock Trading Apps | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | No |
| Stock App Features | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | No | |
| Option Chains Viewable | Yes | No | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | No | No |
| Stock App Charting | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 34 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Active Trading Platform | Merrill Edge Market Pro | n/a | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 285 | 0 |
| Stock Chart Features | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 105 | 0 | |
| Charting - Drawing Tools | 23 | 0 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | No | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | No | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 8 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | No | |
| Screener - Stocks | Yes | No | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Bonds | Yes | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 3 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | Yes | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | No | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 68 | 0 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | No | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | No | No | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Merrill Edge | Citi Self Invest | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees | N/A |
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | Citi Self Invest Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro
