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Posted January 07, 2019

Merrill Edge today introduced Fund Story, a new research experience designed to help self-directed investors more easily evaluate mutual funds and ETFs, including holdings, costs and ratings. This innovative feature is designed to provide investors a greater understanding of their assets and ultimately help them make better investing decisions.

The new experience complements Stock Story, Merrill Edge’s award-winning stock research experience1, launched in November 2017, as well as Portfolio Story, the company’s innovative new portfolio analysis and performance review tool launched last year. Through Stock Story, clients have access to jargon-free explanations of the basics of stock research; insights into what may be driving a company’s bottom line and performance; and professional analysis of company stocks. Merrill Edge also provides step-by-step guidance, helping clients seamlessly find answers to critical investment questions through Portfolio Story.

“We know our clients have a wealth of information available to them as they weigh a potential investment decision, and it’s not always easy to make sense of it all,” said Aron Levine, head of Merrill Edge. “This new capability goes beyond just providing access to critical information. Fund Story provides a curated, engaging and understandable experience that can empower our clients to make their financial lives better.”

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