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 fund investing5
  • Growth, value and income strategies
  • New and experienced investors
 
Tab One

Streamline your investing

Take advantage of our powerful 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 Lynch investment professionals.
 
 
Merrill Edge MarketPro for active investors
Are you an active investor?
Get more insights, more capabilities and more control with Merrill Edge MarketPro®.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 Edge offers investors the tools, research and guidance to help you find the investments that may be right for your portfolio.
 
Use our tools to find investments

Search for ETFs your way

Take advantage of our powerful screening tools and search for Morningstar 5-star rated ETFs, socially responsible ETFs, dividend-generating ETFs, and more. Or choose your own search criteria.
 
Merrill Edge Select Funds are pre-screened by Merrill Lynch professionals

Simplify your search for the right ETF

Consider simplifying your ETF search with Merrill Edge Select® ETFs—evaluated and categorized by Merrill Lynch investment professionals.
 
Ratings, research and insights to help inform your investment decisions

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.
 
Stay updated with stock market news

Keep up with the latest news and market events

Stay informed with up-to-the-minute news from Dow Jones, Thomson Reuters, PR Newswire and Business Wire. Plus, get customized alerts based on price, volume, ratings, news and more.
 
Invest and trade with confidence

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
 
Looking for one-on-one advice?
Meet with a licensed Merrill Edge Financial Solutions Advisor™ in person or on the phone, who will help you pursue your financial goals and plan for what matters most to you.
Tab Three

Getting started is as easy as 1-2-3

1
Open your account
Apply online and open your account in minutes. Here's what you'll need.

If you need help, give us a call at 888.637.3343—24 hours a day, 7 days a week.
 
2
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.8
 
3
Start investing
  • Create an investment strategy—build a balanced portfolio aligned to your investment goals in 3 easy steps. Learn more.
  • Start your search for the investments that may be right for you with our powerful screeners and independent research. Simplify your search using streamlined lists of stocks, ETFs and mutual funds evaluated by Merrill Lynch research teams.
  • Manage your portfolio with anytime, anywhere access to your Merrill Edge investment account—online, on your mobile device and at thousands of Bank of America ATMs
Looking for one-on-one advice?
Meet with a licensed Merrill Edge Financial Solutions Advisor™ in person or on the phone, who will help you pursue your financial goals and plan for what matters most to you.
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.
Everyday low pricing
Pay one flat rate for stocks and ETF trades with an online investing and trading account—regardless of your account balance or how often you trade. Other fees may apply.Footnote1
$6.95
$0 trades—up to 100 per monthFootnote2
Learn how to qualify for up to 100 $0 online stock and ETF trades per month with Preferred Rewards. Other fees may apply.Footnote1
$0
Looking for one-on-one advice?
Meet with a licensed Merrill Edge Financial Solutions Advisor™ in person or on the phone, who will help you pursue your financial goals and plan for what matters most to you.
Ready to get started?
888.637.3343
Call 24 hours a day, 7 days a week
Other ways to invest
Merrill Edge Guided Investing
Experience online investing enhanced with professional portfolio
management at a low cost.
Invest with
an advisor
Receive one-on-one advice from a licensed Merrill Edge Financial Solutions Advisor™.
600 dollar IRA offer
Get up to $600 when you enroll, open and fund a new Merrill Edge® investment account or IRA.
How to qualify
ETF fund share prices fluctuate with market and economic conditions. It's possible to lose money by investing in ETFs.

1 Other management and transaction fees may apply. In addition to your stock, ETF or option commission sell orders may also be subject to a transaction fee (of between $0.01 to $0.03 per $1,000 of principal). If applicable, this fee appears under "Transaction Fee" on a Trade Confirmation. There are other fees associated with investing in ETFs, Read the "Expenses & Charges" sections of the prospectus to find out what they are. Contact us to obtain a prospectus.

Eligibility: Commissions are only waived for online stock and ETF trades conducted via an individual or jointly owned online investing and trading personal CMA or IRA account.

Qualify for 30 $0 online stock and ETF trades per month (meet any one of these criteria):
1.   $25,000 or more in combined balances in your Bank of America deposit accounts through 09/30/2017
2.   $25,000 or more in combined cash balances in your Merrill Edge online investing and trading personal CMA and/or IRA accounts through 09/30/2017
3.   Preferred Rewards Platinum client

Qualify for 100 $0 online stock and ETF trades per month (meet any one of these criteria):
1.   Preferred Rewards Platinum Honors clients
2.   U.S. Trust Client

For details about commissions, transaction fees and any other fees that may apply visit merrilledge.com/pricing. Certain account types are not eligible. Other restrictions may apply. Relationship requirements and pricing are subject to change and/or termination without advance notice. For full details about ways to qualify for $0 trades, call 888.MER.EDGE (888.637.3343) or visit merrilledge.com/$0detail
3 Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Edge nor its financial solutions advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

4 Diversification does not ensure a profit or protect against loss in declining markets.

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

6 Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge self-directed relationship. To qualify, you must maintain total combined balances of $50,000 or more in your Merrill Edge and Merrill Lynch investment accounts and Bank of America, N.A. deposit accounts, or make at least 15 self-directed trades per quarter. Preferred Rewards Platinum or Preferred Rewards Platinum Honors also qualify. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change. To learn more go to merrilledge.com/marketpro.

7 The data and investment information in Portfolio X-Ray® is provided by Morningstar. Merrill Edge offers access to Portfolio X-Ray as a courtesy to its clients. It is for information purposes only, and Merrill Edge does not control or validate it. Morningstar's securities classifications may differ from those used by other sources, including Merrill Edge. Please note: If you have questions, refer to your statement, which is the official record of your account.

8 You have choices for what to do with your employer sponsored retirement plan. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth, roll over to an employer sponsored plan from a prior employer to an employer sponsored plan at 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 provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit http://www.merrilledge.com/retirement/rollover-ira or call a Merrill Edge rollover specialist at 1.888.637.3343 for additional information about your choices.

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.

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