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1 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s and Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
2 Merrill Edge MarketPro 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 Edge 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. To qualify for Level II quotes, you must maintain total combined balances of $1 million or more in your Merrill Lynch investment accounts and Bank of America, N.A. deposit accounts or make at least 30 self-directed trades per.
In addition to receiving dealer concessions and asset-based sales charges and/or services fees in connection with clients' purchasing and holding mutual fund shares, Merrill Lynch and its affiliates provide other services for which they may receive additional compensation from funds or their affiliates. This compensation is generally disclosed in a fund's prospectus, and if available, the summary prospectus, statement of additional information or website. For specific mutual fund family compensation information, please contact the Investment Center.
* Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011 and 2012, 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 www.institutionalinvestor.com/TopGlobalResearch2012.
** For J.D. Power 2013 Call Center Certification ProgramSM information, visit www.jdpower.com.
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.
Tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge™ nor its Financial Solutions Advisors provide tax, accounting or legal advice.
Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge™ nor its Financial Solutions Advisors provide tax, accounting or legal advice.
You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.
Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).
MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.