1 Offer valid only for new Merrill Edge IRA or CMA accounts opened by December 31, 2016. Offer is limited to one per account type (CMA or IRA); two total per accountholder (or per all accountholders of a joint account). Eligible IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP IRAs only. This offer does not apply to Business/Corporate Accounts, Investment Club Accounts, Partnership Accounts and certain fiduciary accounts held with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill Edge reserves the right to change or cancel this offer at any time. Offer only valid for accounts that enroll through the process specified below.
How to Enroll: Customers must enroll by entering the offer code in the online application or providing the code when speaking with a Merrill Edge Financial Solutions Advisor™ at 855-619-0910 or select Bank of America financial centers. Cash Reward: Open and fund an account within 45 days with funds originating from outside Merrill Lynch and Bank of America, and maintain the minimum qualifying balance for an additional 180 days. For purposes of this offer, qualifying balance shall mean total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, minus assets withdrawn or transferred out of the account within the 180-day holding period.
Cash reward qualifications: assets of $20,000 to $49,999 in cash and/or securities receive $100; for $50,000-$99,999, receive $250; for $100,000-$199,999, receive $500; for $200,000 or more, receive $1,000. Assets held by 401(k) plans through Merrill Lynch are excluded. Cash reward is a one-time deposit made within two weeks into your IRA or CMA after meeting qualifying criteria. $0 trades begin within 5 business days of account opening and must be used within 90 calendar days; up to 300 trades per account. $0 trades are only applicable in the new account and are limited to online equity and ETF trades. Standard commission rates apply to trades in excess of the 300-trade limit or after 90 days. Brokerage fees associated with, but not limited to, margin transactions, option trading, special stock registration/gifting, account transfer and processing, research request and termination apply. Trades are not transferable, apply only to the account receiving the offer, and are not available for Merrill Edge Advisory Center accounts or other Merrill Lynch Wealth Management accounts. Merrill Edge does not, and this offer is not meant to, promote day trading or solicit engagement in day trading activities. Day trading can be extremely risky. Investors are solely responsible for their own investment decisions, and should research any investment strategy carefully before investing. Merrill Edge MarketPro® Trial begins within 5 business days of account opening and expires after 90 calendar days. To learn about additional ways to qualify for Merrill Edge MarketPro,® merrilledge.com/marketpro. Not available for employees of Bank of America or Merrill Lynch and business accounts.
Tax Disclaimer: The value of this reward you receive may constitute taxable income. In addition, Merrill Lynch may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of such reward. Please consult your tax advisor, as Bank of America Corporation and its affiliates and associates do not provide tax advice.
2 Eligibility: Commissions are only waived for online equity and ETF trades conducted via an individual or jointly owned self-directed personal CMA or IRA account.
Qualify for 30 $0 online equity 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
2. $25,000 or more in combined cash balances in your Merrill Edge self-directed CMA and/or IRA accounts
3. Preferred Rewards Platinum client
Qualify for 100 $0 online equity and ETF trades per month:
1. Preferred Rewards Platinum Honors clients
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 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. Platinum Privileges, 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. Merrill Edge MarketPro® provides Real-Time Market Data and News from various third-party sources not affiliated with Merrill Lynch, including Interactive Data Corporation. News headlines are provided from third-party sources, including Dow Jones, PR Newswire and Business Wire.
4 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, Safe Balance banking accounts and 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.
5 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014 and 2015 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.iim.ag/topfirms.
6 BofA Merrill Lynch Global Research has nearly 700 analysts in more than 20 countries, covering more than 2,800 companies. These analysts specialize in equity, macro and credit research. Merrill Edge Select Funds and Select ETFs allow you to review funds by a Morningstar category that meets a Merrill Lynch screening standard to help you identify investments that are in line with your personal need and investment objectives.