Merrill Edge Dividend Tracker
Automatically sync your Merrill Edge account with REWD — every dividend, every ex-div date, every yield-on-cost across all your holdings. Free plan includes calculators and stock research; automatic Merrill Edge sync starts at $9.99/mo.
Why use REWD with Merrill Edge?
Merrill Edge is Bank of America's self-directed brokerage and a common choice for Preferred Rewards members (who get enhanced credit card rewards by consolidating assets).
REWD syncs Merrill Edge Self-Directed accounts via SnapTrade. Merrill Lynch full-service accounts (advisor-managed) don't sync — only the self-directed side does.
How the sync works
REWD syncs Merrill Edge Self-Directed via SnapTrade.
Supported account types
- Individual Self-Directed
- Traditional IRA
- Roth IRA
- Rollover IRA
Common dividend holdings on Merrill Edge
These are among the most-tracked tickers in REWD users' Merrill Edge portfolios. Click any ticker to see live dividend data, 5-year growth, and payout-ratio analysis:
Merrill Edge-specific gotchas to know
- If you have both a Merrill Edge Self-Directed account and a Merrill Lynch advisor account, only the self-directed side will appear in REWD.
- BofA Preferred Rewards tier is based on combined balance — REWD doesn't track the tier, just the holdings.
Plus a full dividend toolkit for Merrill Edge investors
Beyond portfolio sync, REWD gives Merrill Edge users a research and planning suite that Merrill Edge's own platform doesn't include:
Dividend Income Calculator
Multi-ticker portfolio projections with DRIP toggle.
FIRE Calculator
When can you retire on this portfolio?
Dividend Tax Calculator
After-tax income by bracket.
Yield Trap Calculator
Flag dangerous high yields before you buy.
Dividend Kings List
Companies with 50+ years of growth.
Tracker Comparison
Why REWD beats generic trackers for dividend investors.
Merrill Edge + REWD — FAQ
How does REWD sync with Merrill Edge?
REWD syncs Merrill Edge Self-Directed via SnapTrade.
Does REWD have access to my Merrill Edge login?
No. REWD uses a read-only OAuth token issued by Merrill Edge through SnapTrade (SOC 2 Type II certified). Your Merrill Edge username and password never touch REWD's systems. You can revoke REWD's access anytime from your Account page.
Which Merrill Edge account types sync?
REWD supports: Individual Self-Directed, Traditional IRA, Roth IRA, Rollover IRA. If you have multiple Merrill Edge accounts, each appears as a separate portfolio in REWD and can also be aggregated into a combined view.
How often does Merrill Edge data update in REWD?
Automatic sync runs once daily on paid plans, plus REWD listens for webhook events from Merrill Edge when a new dividend is paid. You can also trigger a manual sync anytime (rate limit: 4 manual syncs per user per day).
Does REWD support Merrill Edge DRIP?
Yes. REWD reflects your existing DRIP elections at Merrill Edge — if a position is set to DRIP on Merrill Edge's side, REWD's projections treat it as reinvested. If it's set to cash payout, REWD projects the cash income.
Is there a free plan?
Yes. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Automatic Merrill Edge sync is a paid feature ($9.99/mo Base or $19.99/mo Unlimited). Annual plans save ~17%.
Ready to track your Merrill Edge dividends?
Free to start. Upgrade to $9.99/mo when you're ready to connect Merrill Edge. Read-only sync, cancel anytime.
Start FreeOr browse all dividend tracker features · compare with other dividend trackers · read about Merrill Edge alternatives.
This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.
Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.
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