Partnership Disclosure
We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the rollover service free, but it never impacts the fees you’ll pay on your new account. We only win if you do, and our job is to help you simplify your retirement accounts. We also help people who already have an IRA account even though we might receive no compensation in these situations—because it’s just the right thing to do!

Merrill Edge IRA vs TD Ameritrade IRA

Merrill Edge is a great option if you want a strong trading platform with great access to research and data, integrated with Bank of America.

Consider TD Ameritrade if you want a well-balanced account at a large provider of retirement accounts with a Northeastern branch footprint.

Merrill Lynch

Merrill Lynch

Self-Directed

Best if you want
A strong trading platform with great access to research and data, integrated with Bank of America.
Fees
0%
What they invest in
Stocks & ETFs, Mutual Funds, Options, Bonds
Limitations
Some extra benefits (e.g. fee discounts) are reserved for Bank of America customers.
Human advisor available?
Account Minimums
$0
Ease of Use
Star filledStar filledStar half
2.5 stars
Customer Support
Call centers, online support, and Bank of America branches.
TD Ameritrade

TD Ameritrade

Self-Directed

Best if you want
A well-balanced account at a large provider of retirement accounts with a Northeastern branch footprint.
Fees
0%
What they invest in
Stocks & ETFs, Mutual Funds, Options, Futures, Bonds
Limitations
TD's branches are concentrated in the Northeast if you like in-person service.
Human advisor available?
Account Minimums
$0
Ease of Use
Star filledStar filledStar filledStar half
3.5 stars
Customer Support
Good mix of call centers, online help and over 250 branches.
Ready to take control of your assets?
Capitalize helps you consolidate your old 401(k)s by rolling them into an IRA of your choosing. Use an existing IRA if you have one, or we’ll help you open one if you don’t.
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