Merrill Edge® Self-Directed

New! Limited time offer

Get up to $1,000 when you enroll in the offer and open and fund a new account.Footnote 1

Open a new Merrill Edge Self-Directed online investment account in minutes.
$0 trades — up to 100 per month
Qualify for up to 100 $0 online stock and ETF trades per monthFootnote 2 with Bank of America Preferred Rewards programFootnote 3. Or pay only $6.95Footnote * per online stock and ETF trade with no balance or trade minimums.
Merrill Edge MarketPro®
Take more control with a dynamic trading platform designed specifically for active traders, featuring real-time market data, streaming quotes and a fully customizable dashboard.Footnote 4
Investing and banking connected
View, manage and instantly transfer funds between your Merrill investment accounts and Bank of America® bank accounts.Footnote 5
Research and Insights
Receive exclusive access to Merrill videos, articles, topic papers, as well as the award-winning research of BofA Merrill Lynch Global Research.Footnote 6
One-on-one support
Get one-on-one guidance to open, fund and navigate your account.

There's more than one way to invest

Get a professionally managed portfolio aligned to your goals that is built, monitored and rebalanced by Merrill Investment professionals.
Work one-on-one with your dedicated advisor who will help you build a comprehensive financial strategy and give you proactive recommendations to help grow and preserve your wealth.
*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.

Ready to get started?

Respond by September 5, 2019
How to enroll:
Use offer code CHEXPO19.
Select "Get started" to open your account.
OR
Ask a Merrill Financial Solutions Advisor™ for the offer at select Bank of America financial centers or by calling 855.619.0910.
How to qualify:
Fund your new account within 45 days.
Maintain your qualifying balance for at least 180 days.Footnote 1
Receive your cash bonus within one week after the 180-day qualifying period.
NOTE: You will also receive 300 $0Footnote * online equity and ETF trades for 90 days and Merrill Edge MarketPro® access, which is available within 5 days of opening your new account.
This limited time offer is valid only for Trader Expo attendees
Use offer code CHEXPO19
Footnote 1 Offer valid for new individual Merrill Edge IRAs or Cash Management Accounts (CMAs) until September 5, 2019. Offer is limited to one CMA and one IRA, with no more than two enrolled accounts per accountholder. Eligible Merrill IRAs limited to Rollover, Traditional, Roth and owner-only SEP IRA. The Merrill IRA or CMA may be a Merrill Edge Self-Directed account, Merrill Edge Advisory Account or Merrill Guided Investing account. You may be eligible for a different or better offer. Please contact us for more information.

Offer Limitations: This offer does not apply to business/corporate accounts, investment club accounts, partnership accounts and certain fiduciary accounts held with Merrill, or to any types of accounts (including IRAs or CMAs) held with other business units of Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). Merrill reserves the right to change or cancel this offer at any time, without notice. This offer may not be used as an inducement to sell any kind of insurance, including annuities.

How it Works:

  1. You must enroll during account opening by entering the offer code in the online application or by providing it when speaking with a Merrill Financial Solutions Advisor at 888.637.3343 or at select Bank of America® financial centers. You are solely responsible for enrolling or asking to be enrolled in the offer.
  2. Fund your account with at least $20,000 in qualifying net new assets within 45 days of account opening. Assets transferred from other accounts at Bank of America, MLPF&S, Bank of America Private Bank, or 401(k) accounts administered by MLPF&S do not count towards qualifying net new assets.
  3. After 180 days of meeting the funding criteria described in Step 2, your cash reward will be determined by the qualifying net new assets in your account (irrespective of any losses or gains due to trading or market volatility) as follows:
    Qualifying Net New Asset Balance Cash Reward
    Less than $20,000 $0
    $20,000 to $49,999 $100
    $50,000 to $99,999 $250
    $100,000 to $199,999 $500
    $200,000 or more $1000
    For purposes of this offer, qualifying net new assets are calculated by adding total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, and subtracting assets withdrawn or transferred out of the account within the preceding 52 weeks.
  4. Your one-time cash reward will be deposited into your IRA or CMA within two weeks following the end of the 180 day period. If your account is enrolled in an investment advisory program, such as Merrill Edge Advisory Account or Merrill Guided Investing, any cash reward deposited into your account will be subject to the program fee and other terms of the investment advisory program.
If your new account is a Merrill Edge Self-Directed and Trading IRA or CMA account, you also qualify for the following benefits:

  1. Commission-free trades begin within 5 business days of account opening and must be used within 90 calendar days; up to 300 trades per account. Commission-free trades are only applicable in the new Self-Directed account, are not transferable, and are limited to online stock and ETF trades. Merrill does not, and this offer is not meant to, promote day trading or solicit engagement in day trading activities. For details regarding commissions and any other fees that may apply, visit merrilledge.com/pricing. Day trading can be extremely risky. Investors are solely responsible for their own investment decisions, and should research any investment strategy carefully before investing.
  2. Merrill Edge MarketPro® Trial begins within 5 business days of opening your Merrill Edge Self-Directed account and expires after 90 calendar days.To learn about additional ways to qualify for Merrill Edge MarketPro®, see merrilledge.com/marketpro. Not available for employees of Bank of America or Merrill and business accounts.
Merrill Edge Advisory Accounts or Merrill Guided Investing accounts are not eligible for the commission-free trades and MarketPro® Trial.

Tax Disclaimer: The value of the reward you receive may constitute taxable income. Merrill may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the reward. Please consult your tax advisor. Bank of America Corporation and its affiliates and associates do not provide tax advice.

Footnote 
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 our Rollover IRA page or call a Merrill rollover specialist at 888.637.3343 for more information about your choices.
Footnote 
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.

Merrill Edge waives its commission fee for:
  • 10 monthly online stock & ETF trades for Preferred Rewards Gold tier members
  • 30 monthly online stock & ETF trades for Preferred Rewards Platinum tier members
  • 100 monthly online stock & ETF trades for Preferred Rewards Platinum Honors tier members & Bank of America Private Bank clients
For details about commissions, transaction fees and any other fees that may apply, visit our Pricing page. Other restrictions may apply. Preferred Rewards for Wealth Management clients (formerly known as Banking Rewards for Wealth Management), other than Bank of America Private Bank clients, do not receive Merrill Edge® Self-Directed commissions waivers. Learn more about Preferred Rewards.
Footnote 
You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier, or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three calendar month period. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements. For details on employee qualification requirements, please call Employee Financial Services or visit the Bank of America intranet site. Merrill Lynch Wealth Management clients with greater than $250,000 in assets with Bank of America and Merrill Lynch are eligible for additional banking benefits. Please speak with your Merrill financial advisor for details.
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. 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.

Footnote 
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, Bank of America Advantage 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.
Footnote 
Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 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 BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC popup, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to Institutional Investor popup. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Footnote 
Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the custodian of this account for the benefit of another person, please keep in mind that these assets will be invested for the benefit of the other person. Merrill Guided Investing is offered with and without an advisor.

Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated ("MLPF&S"). MLPF&S and Managed Account Advisors LLC ("MAA") are registered investment advisors. Investment advisor registration does not imply a certain level of skill or training.
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