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E*TRADE Adaptive Portfolio vs Merrill Edge Guided Investing Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, June 1st, 2017

The StockBrokers.com 2017 Brokerage Review compares E*TRADE Adaptive Portfolio vs Merrill Edge Guided Investing. Compare E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing trade commissions, fees and overall broker ratings by using the table below. Is E*TRADE Adaptive Portfolio or Merrill Edge Guided Investing a better online broker?

Looking at both brokers, first we will take a look at the commission rates for both placing regular stock and options trades. E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing have equal fees for trading equities, $0 per trade. With options, the base fee is $0 for both E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing. Contracts at both of the brokerages are the same at $0 each. It should be noted that not every broker uses a flat rate stock trade fee structure, so it is important to read the full commission notes (head over to any online brokerage review page, then navigate to the "Commission Notes" section).

Alongside trade commissions, being able to trade the way you want is a must. E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing unfortunately do not provide clients with Stock Trading, Options Trading, Mutual Funds, Forex Trading and Futures Trading. When it comes to mutual funds, both E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing provide clients with access to total funds. Commission free ETFs can also be a nice plus, which in this case means trading a possible funds at both brokers.

Last but not least, by breaking down important features that each broker offers, we can really help to separate the two brokers. Neither E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing have virtual trading. For mobile trading, Neither E*TRADE Adaptive Portfolio nor Merrill Edge Guided Investing supports the iPhone App, iPad App and Android App. Furthermore, some investors like to bank online, and multiple brokerages provide these services to clients. Neither E*TRADE Adaptive Portfolio nor Merrill Edge Guided Investing offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans. On the whole, when it comes to tools, research, and trading on the go, Both E*TRADE Adaptive Portfolio and Merrill Edge Guided Investing found themselves without awards for Best in Class - Platforms & Tools, Best in Class - Research and Best in Class - Mobile Trading in 2014.

Overall, Merrill Edge Guided Investing comes out on top with 4.00 stars over E*TRADE Adaptive Portfolio's 3.00 stars.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AUM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
Phone Support
Email Support
Live Chat Support
Retirement Calculator - Basic
Retirement Calculator - Advanced
External Accounts Analysis
Market Research Reports
Goal Tracker
iPhone App
iPad App
Android App
Android Tablet App
E*TRADE Adaptive Portfolio
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E*TRADE Adaptive Portfolio Review
 
3
2.5
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 million (Oct. '16
0.05%
0.20%
0.45%
 
No
No
Yes
Yes
Yes
 
Yes
No
No
No
No
 
Yes
Yes
Yes
Yes
Merrill Edge Guided Investing
Merrill Edge Guided Investing Review
 
4
4.5
3
2.5
4.5
 
$5,000.00
0.45%
0.45%
0.45%
0.45%
0.45%
NA
0.09%
0.10%
0.08%
 
No
No
Yes
Yes
Yes
 
Yes
No
Yes
No
No
 
No
No
Yes
Yes

All pricing data was obtained from a published web site as of 2/20/2017 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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