ETF fund share prices fluctuate with market and economic conditions. It's possible to lose money by investing in ETFs.
1 Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
2 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.
3 Please note that market indexes are unmanaged. Individuals cannot invest directly in an index.
4 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.
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).
7 Fees and expenses are subject to change. Please note that other fees and expenses may apply, including early withdrawal penalties and trustee transfer fees. For Merrill Lynch, Pierce, Fenner & Smith Incorporated's standard brokerage fees, please see the Miscellaneous Fees schedule. For Bank of America N.A.'s fees, see your Personal Schedule of Fees.
8 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, SafeBalance Banking®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
10 Research provided by BofA Merrill Lynch Global Research.
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