Promotional Offers, Discounts, and Benefits

Get more with Merrill Edge®
Make the most of your Merrill Edge® investing and Bank of America® banking relationship and enjoy special offers, great discounts and everyday benefits.
$600 in your account
Get up to $600 when you enroll, open and fund a new
Merrill Edge Investment Account or IRA.1
Get $50 in your 529 Plan
Open a new 529 plan with $5,000 and get $502
added to your account.

Everyday Benefits

15-20% off TurboTax software
As a special offer to our clients, Intuit is offering 15-20% off TurboTax software, the #1-rated, best-selling tax software.3
Museums on Us®
Get free admission to 150+ museums nationwide with your Bank of America or Merrill Lynch® credit or debit card.
1 Offer valid only for new Merrill Edge self-directed IRA and CMA accounts. Offer is limited to one per account type (CMA or IRA); two total per accountholder (or per all accountholders of a joint account). Eligible IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP IRAs only. This offer does not apply to Business/Corporate Accounts, Investment Club Accounts, Partnership Accounts and certain fiduciary accounts held with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill Edge reserves the right to change or cancel this offer at any time. Offer only valid for accounts that enroll through the process specified below.

How to Enroll: Customers must enroll by clicking the Get Started button above, or ask to be enrolled when speaking with a Merrill Edge Financial Solutions Advisor™ at 1.888.637.3343 or at select Bank of America banking centers.

Cash Reward: Open and fund an account within 30 days from accounts held outside Merrill Lynch and Bank of America, and maintain the minimum qualifying deposit for an additional 90 days. For purposes of this offer, qualifying deposit shall mean total incoming deposits or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, minus assets withdrawn or transferred out of the account within the 90 day holding period. Cash reward qualifications: assets of $25,000 to $49,999 in cash and/or securities receive $100; for $50,000-$99,999, receive $150; for $100,000-$199,999, receive $250; for $200,000 or more, receive $600. Assets held by 401(k) plans through Merrill Lynch are excluded. Please allow up to 45 days following expiration of the 90 day holding period for the cash reward to be credited to your account.

Tax Disclaimer: The value of this reward you receive may constitute taxable income. In addition, Merrill Lynch may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of such reward. Please consult your tax advisor, as Bank of America Corporation and its affiliates and associates do not provide tax advice.

2 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.

The offering of cash rewards, free trades, waiver of fees (including account fees), and/or any other thing of value may not be used as an inducement to sell any kind of insurance, including life insurance or annuities.

3 Based on aggregated sales data for tax year 2011 and press reviews for TurboTax Deluxe, Premier, and Home & Business for tax year 2011.

The offering of cash rewards, free trades, waiver of fees (including account fees), and/or any other thing of value may not be used as an inducement to sell any kind of insurance, including life insurance or annuities.