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Investing in ETFs

Diversify your portfolio without losing flexibility

Like mutual funds, ETFs hold a basket of stocks, bonds or other investments. Many ETFs also offer investors additional tax-efficiency3 advantages and greater investment transparency. Unlike mutual funds, ETFs trade on an exchange like stocks giving investors greater access to their capital (or liquidity).
May be a good move for...
  • Building a balanced portfolio4
  • Preserving liquidity
  • Potential for tax-efficiency
  • Index investing5
  • Growth, value and income strategies
  • New and experienced investors
Tab One

Streamline your investing

Take advantage of our powerful ETF screening tools, independent research and free investor education and then choose from a wide range of non-proprietary ETFs. Or simplify your search with Merrill Edge Select® ETFs—ETFs evaluated and categorized by Merrill investment professionals.
Are you an active investor?
Get more insights, more capabilities and more control with Merrill Edge MarketPro®.Footnote 6
Tab Two

Find the investments that may be right for you

Exchange-traded funds (ETFs) are a popular choice for investors, offering a convenient way to diversifyFootnote4 with the same flexibility and liquidity as a stock. With thousands of ETFs to choose from, Merrill offers investors the tools, access to research and guidance to help you find the investments that may be right for your portfolio.

Search for ETFs your way

Take advantage of our powerful ETF screening tools and search for Morningstar 5-star rated ETFs, socially responsible ETFs, dividend-generating ETFs, and more. Or choose your own search criteria for ETFs popup.

Simplify your search for the right ETF

Consider simplifying your ETF search with Merrill Edge Select® ETFs—evaluated and categorized by Merrill investment professionals.

Make more informed investment decisions

View ETF profiles at-a-glance and compare performance with advanced charting. Plus, access independent ratings and research reports from Morningstar.

Keep up with the latest news and market events

Stay informed with up-to-the-minute news from Dow Jones, FactSet financial data and analytics, PR Newswire and Business Wire. Plus, get customized alerts based on price, volume, ratings, news and more.

Invest and trade with confidence

Take advantage of investing opportunities whenever they happen with after-hours trading. Uncover hidden concentrations in your portfolio with Portfolio X-Ray® by Morningstar.Footnote7
Tab Three

Getting started is as easy as 1-2-3

Open your account
Apply online and open your account in minutes. Here's what you'll need to open an account popup.

If you need help, give us a call at 888.637.3343—24 hours a day, 7 days a week.
Fund your account
Fund your account instantly in real time from your eligible linked Bank of America bank account, and also by linking to an account at another financial institution. Or, transfer funds to your account by check, by wire transfer or by transferring or rolling over an existing account. Learn how to fund your account popup.Footnote 8
Start investing
  • Create an investment strategy—build a balanced portfolio aligned to your investment goals in 3 easy steps. Learn more about creating an investment strategy.
  • Start your search for the investments that may be right for you with our powerful ETF screeners and independent research. Simplify your search using streamlined lists of stocks, ETFs and mutual funds evaluated by Merrill research teams.
  • Manage your portfolio with mobile anytime, anywhere access to your Merrill investment account—online, on your mobile device and at thousands of Bank of America ATMs.
Tab Four

Simple flat-rate pricing

Pay one flat rate for stock trades with an online investing and trading account—regardless of your account balance or how often you trade.
Free unlimited online ETF trades with no trade or balance minimumsFootnote 2
Ready to get started?
Call 24 hours a day, 7 days a week
Other ways to invest
Merrill Guided Investing — An investment advisory program
A professionally managed portfolio aligned to your goals that's built, monitored and rebalanced by Merrill investment professionals.
Merrill Guided Investing with an advisor — An investment advisory program
All the benefits of Merrill Guided Investing, with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals.
Other fees may apply. Free and $0 means there is no commission charged for these trades. $0 option trades are subject to a $0.65 per-contract fee. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning ETFs. To learn more about Merrill pricing, visit our Pricing page.
ETF fund share prices fluctuate with market and economic conditions. It's possible to lose money by investing in ETFs.

Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge® Self-Directed brokerage account. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. $0 option trades are subject to a $0.65 per-contract fee. Other fees and restrictions may apply. Pricing is subject to change without advance notice.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Footnote 4 Diversification does not ensure a profit or protect against loss in declining markets.

Footnote 5 Please note that market indexes are unmanaged. Individuals cannot invest directly in an index.

Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge® Self-Directed relationship. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change.
Footnote 7 The data and investment information in Portfolio X-Ray® is provided by Morningstar. Merrill Edge® Self-Directed offers access to Portfolio X-Ray as a courtesy to its clients. It is for information purposes only, and Merrill Edge® Self-Directed does not control or validate it. Morningstar's securities classifications may differ from those used by other sources, including Merrill Edge® Self-Directed. Please note: If you have questions, refer to your statement, which is the official record of your account.

You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information on rolling over your IRA, 401(k), 403(b) or SEP IRA, visit our rollover page or call a Merrill rollover specialist at 888.637.3343.
Mutual Funds, Exchange-Traded Funds (ETF) and Unit Investment Trusts (UIT) investing involves risk. Mutual Fund, CEF, ETF or UIT shares are not guaranteed or insured by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.