Due to system and/or software limitations, the speed at which trades are executed may be delayed.
Investing involves risk, including the possible loss of principal. The information presented is for illustration purposes only and to demonstrate Merrill Edge MarketPro capabilities. It is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. Past performance is not a guarantee of future results.1 Institutional Investor
magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.iinews.com/site/pdfs/researchaward.pdf 2
Merrill Edge MarketProTM
is available to clients who maintain a Merrill Edge self-directed relationship. To qualify, you must be a Platinum Privileges client, or maintain total combined balances of $50,000 or more in your Merrill Lynch investment accounts and Bank of America, N.A. deposit accounts, or make at least 15 self-directed trades per quarter. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change. See merrilledge.com for details.3
$0 trades are only available with an individual or joint Merrill Edge self-directed brokerage account. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) waives its commission fee for as many as 30 monthly online equity trades, including stock and exchange traded funds (ETFs), for customers who meet any one of the following criteria:
a) Combined total of $25,000 or more in your deposit accounts at Bank of America, N.A. When you make a trade, MLPF&S determines whether you meet the balance requirement to qualify that trade for the $0 waiver. MLPF&S adds the average collected balances in your deposit accounts as of the prior month to the balances in your bank CD and IRAs as of the prior business day. Bank deposit accounts with the same Social Security number (SSN) as the SSN(s) on the self-directed brokerage account are systematically included in the balance determination. If this calculation reflects a combined total of less than $25,000, a second calculation is made. To determine the 30-trade limit, MLPF&S adds the qualifying trades in your individual accounts and joint accounts. Commission fees apply when the balance requirement is not met or when you exceed 30 qualifying trades a month. Brokerage fees associated with, but not limited to, margin transactions, option trading, special stock registration/gifting, account transfer and processing, account maintenance, research request and termination apply. See merrilledge.com for details. Standard deposit account fees apply. Relationship requirements and pricing are subject to change.
b) Or combined balance of $25,000 or more in cash balances in one or more of the following sweep options in your Merrill Edge self-directed account(s) as of the prior business day:
- Bank Deposit Accounts sweep option with your Cash Management Account® (CMA®)
- Retirement Assets Savings Program II sweep with your IRA
c) Or client of U.S. Trust, Bank of America Private Wealth Management.
d) Or client of Platinum Privileges.
This offer does not apply to Business/Corporate Accounts, Investment Club Accounts, Partnership Accounts and certain fiduciary accounts held at MLPF&S.
You automatically enjoy status in the Platinum Privileges®
program if you have an active Bank of America personal checking account and maintain at least $50,000 as a combined balance in your Bank of America deposit accounts and/or your Merrill Edge brokerage accounts. Some Merrill Edge benefits may be available to customers with less than $50,000 in investable assets. Please speak with a Financial Solutions Advisor for more information about Merrill Edge. Platinum Privileges®
is not available to U.S. Trust and Merrill Lynch Wealth Management clients. Please speak with your U.S. Trust advisor or Merrill Lynch Financial Advisor for information about the enhanced banking benefits available to you through your wealth management relationship. For additional information regarding the Platinum Privileges program, please visit bankofamerica.com/PlatinumPrivileges.4
To qualify for NASDAQ Level II quotes and market depth information, you must make 30+ trades/quarter, or have total combined balances of more than $1 million in your Merrill Lynch investment accounts and Bank of America, N.A. deposit accounts.
The information provided by Merrill Edge MarketProTM
is not a recommendation of a transaction or investment strategy involving a security or securities. It also is not an offer to sell. The information provided does not take into account your particular investment objectives, financial situation or needs, or tax status and should not be used or construed as an indicator of future performance. Before acting on any of the information, you should consider whether it is appropriate for your particular circumstances and, if necessary, seek professional advice.
Merrill Edge MarketProTM
provides Real-Time Market Data and News from various third-party sources not affiliated with Merrill Lynch, including Interactive Data Corporation. News headlines are provided from third-party sources, including Dow Jones, PR Newswire and Business Wire.
All the information is provided for informational purposes only. Merrill Lynch provides no guarantee as to the accuracy, timeliness, completeness or usefulness of the content, and is not responsible or liable for delays, interruptions or omissions therein, or for any losses resulting from its use.