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.
Get $50 in your 529 Plan
Open a new 529 plan with $5,000 and get $50
added to your account.
Preferred Rewards
Preferred Rewards offers real benefits and rewards on your Merrill Edge® investment and Bank of America banking account balances. And as your balances grow, so do your benefits.

Everyday Benefits

Bank of America Auto Loans
 
As a Merrill Edge client, you will receive a 0.15% auto loan rate discount.
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.1
Museums on Us®
 
Get free admission to 150+ museums nationwide with your Bank of America or Merrill Lynch® credit or debit card.
1 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.

You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America personal checking account and maintain a three month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge and Merrill Lynch investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier, or $100,000 for the Platinum Honors tier. SafeBalance Banking accounts do not count towards the account or balance requirements, and do not receive the fee waivers and other benefits of the program. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements. For details on Employee qualification requirements, please visit the Employee Banking & Investments website. The Preferred Rewards Gold tier does not include the $0 online equity and ETF trades via Merrill Edge®, a benefit that is currently available at the Platinum and Platinum Honors tiers of Preferred Rewards. Platinum Privileges clients who enroll in Preferred Rewards and qualify for the Gold tier could potentially lose this benefit. Merrill Lynch Wealth Management clients with greater than $250,000 in assets with Bank of America and Merrill Lynch are eligible for additional banking benefits. Please speak with your Merrill Lynch financial advisor for details.

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