ETF fund share prices fluctuate with market and economic conditions. It's possible to lose money by investing in ETFs.
Footnote 1 Other fees may apply. 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 Edge pricing, visit
merrilledge.com/pricing.
Eligibility: Commissions are only waived for online stock and ETF trades conducted via an individual or jointly owned self-directed personal CMA or IRA account.
Qualify for 30 $0 online stock and ETF trades per month as a Preferred Rewards Platinum client.
Or qualify for 100 $0 online stock and ETF trades per month (meet either one of these criteria):
- Preferred Rewards Platinum Honors client
- 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).
Footnote 3 Neither Merrill Lynch nor any of its affiliates or financial advisors 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.
Footnote 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.
Footnote 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.
Footnote 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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