1 To qualify for this cash offer, you must open a Merrill EdgeTM Self-directed or Merrill Edge Advisory CenterTM Traditional, Roth, Rollover or sole-proprietor SEP Individual Retirement Account ("IRA") and fund the account within 30 calendar days of account opening from sources outside Merrill Lynch and Bank of America. Assets held in Merrill Lynch administered 401k plans are excluded from this offer. The balance must be held in the account for a minimum of 90 consecutive days following the funding date. The cash reward will be paid out as follows: for funding assets of $10,000 to $24,999 in cash and/or securities, receive $50; for $25,000-$99,999, receive $100; for $100,000-$199,999, receive $250; for $200,000 or more, receive $500. The reward will be paid during the calendar month after which the 90-day funding criteria are met; only one bonus per account. Merrill Edge reserves the right to change or cancel this offer at any time. Merrill Edge does not provide legal or tax advice.
Offer cannot be combined with any other offer and is limited to one reward per new account. Offer does not apply to second or multiple accounts.
2 To qualify for this cash offer, you must open a Merrill EdgeTM CMA and fund the account within 30 calendar days of account opening from sources outside Merrill Lynch and Bank of America. Assets held in Merrill Lynch administered 401k plans are excluded from this offer. The balance must be held in the account for a minimum of 90 consecutive days following the funding date. The cash reward will be paid out as follows: for funding assets of $10,000 to $24,999 in cash and/or securities, receive $50; for $25,000-$99,999, receive $100; for $100,000-$199,999, receive $250; for $200,000 or more, receive $500. The reward will be paid during the calendar month after which the 90-day funding criteria are met; only one bonus per account. Merrill Edge reserves the right to change or cancel this offer at any time. Merrill Edge does not provide legal or tax advice.
Offer is valid for accounts opened after November 7th, 2011. Offer cannot be combined with any other offer and is limited to one reward per new account. Offer does not apply to second or multiple accounts.
3 Qualifications:
To qualify for this offer, you must open a NextGen College Investing Plan Account and fund the account with at least $5,000 in cash within 30 calendar days of account opening. The balance must be held in the account for a minimum of 90 consecutive days following the funding date.
Definition and Rules regarding $50 Bonus:
The $50 bonus is a one-time credit that will be applied to the newly opened NextGen College Investing Plan Account after the relevant qualification criteria are met. The $50 bonus will be paid during the calendar month after which the 90-day funding criteria are met; only one bonus per account. The $50 bonus will be applied to your account and invested in the various securities offered by the Plan based on your new-investment allocation in effect on the date that the bonus is provided.
Merrill Edge reserves the right to change or cancel this offer at any time. Merrill Edge does not provide legal or tax advice. Please consult a legal or tax advisor regarding your individual circumstances.
Limitations:
Offer is limited to one $50 bonus per beneficiary.