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. Employees who are subject to an AIM policy must adhere to all of the policy guidelines relating to investment activities.
Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011-2016 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
http://www.institutionalinvestor.com/Article/3646543/ResearchArticle.html.
4 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.
5 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. Visit
http://www.merrilledge.com/retirement/rollover-ira or call a Merrill Edge
® rollover specialist at 888.637.3343 for more information about your choices..
6 Research provided by BofA Merrill Lynch Global Research.
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