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).
Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 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. BofA Merrill Lynch Global Research is research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its affiliates. MLPF&S is a registered broker-dealer, Member
SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to
https://www.institutionalinvestor.com/article/b15x58zthqmjry/the-worlds-best-research-firm. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 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.
Footnote 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.
Footnote 6 Research provided by BofA Merrill Lynch Global Research.
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