$600
Get up to $600 when you invest in a new accountFootnote 1
Portfolio management meets intuitive online investing
Introducing Merrill Edge® Guided Investing
Tell us about your investing goal online
Use offer code 600ME
An online investment advisory program for you and your goals
When the power of online investing meets Merrill Lynch professional portfolio management,Footnote 2 you can benefit.
Low fee and low minimum investment
Get started with as little as $5,000 and a low 0.45% annual fee. Footnote Other fees may apply
Portfolio management
With a portfolio built, monitored and rebalanced by a team of Merrill Lynch investment professionals, it's easier to keep your investments in sync with your goal.Footnote 2,3
Stay on track
From your personalized dashboard, you can keep up with your portfolio performance, update your contributions and adjust your goal to reflect your changing needs.
Strategies for your goals
Tell us about yourself and your goal to get a recommended investment strategy designed by a team of Merrill Lynch investment experts.Footnote 2
Start
in three
easy steps
Tell us about yourself and
your investing goal online
Review your
recommended strategy
Open and fund your account
Don't forget to use offer code 600ME
If your priorities change, you can always update your profile online, and your investment strategy will be adjusted as needed to help you stay on track.
4 bonus levels
Cash reward
Qualifying assets
$100
$20,000
$150
$50,000
$250
$100,000
$600
$200,000+
3 ways to enroll
  • Click "Get started" on this page to open your account.
  • Call 1.888.MER.EDGE (888.637.3343).
  • Ask a Merrill Edge Financial Solutions Advisor™ for the offer at select Bank of America financial centers.
2 qualifications
  • Make a qualifying deposit to your new account within 45 days.
  • Maintain your qualifying deposit for at least 90 days.
You'll receive your cash bonus within 2 weeks after the 90-day qualifying period.
4 bonus levels
Cash reward
Qualifying assets
$100
$20,000
$150
$50,000
$250
$100,000
$600
$200,000+
3 ways to enroll
  • Click "Get started" on this page to open your account.
  • Call 1.888.MER.EDGE (888.637.3343).
  • Ask a Merrill Edge Financial Solutions Advisor™ for the offer at select Bank of America financial centers.
2 qualifications
  • Make a qualifying deposit to your new account within 45 days.
  • Maintain your qualifying deposit for at least 90 days.
You'll receive your cash bonus within 2 weeks after the 90-day qualifying period.
More ways to invest
Merrill Edge offers accounts to suit your investment style and needs:
Invest with a full range of investments, step-by-step guidance and easy-to-use tools. Plus enjoy simple flat-rate pricing on online stock and ETF trades. Learn more »
Pursue your investing goals and plan for what matters most to you with help from a Merrill Edge Financial Solutions Advisor™. Learn more »
Have more complex wealth management needs?
Footnote 
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.
Merrill Edge Guided Investing has an annual program fee of 0.45% based on the assets held in the account. This fee is charged monthly in advance. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Actual fund expenses will vary; please refer to each fund's prospectus. 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 the Merrill Edge Guided Investing Program Brochure (PDF).

Footnote 
Offer valid for new individual Merrill Edge IRAs or Cash Management Accounts (CMAs). Offer is limited to one CMA and one IRA, with no more than two enrolled accounts per accountholder. Eligible Merrill Edge IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP only. The Merrill Edge IRA or CMA may be a Merrill Edge Online Investing and Trading account, Merrill Edge Advisory Account or Merrill Edge Guided Investing account.

Offer Limitations: This offer does not apply to business/corporate accounts, investment club accounts, partnership accounts and certain fiduciary accounts held with Merrill Edge, 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 Edge 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 Edge Financial Solutions Advisor™ at 888.MER.EDGE (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, U.S. Trust, or 401(k) accounts administered by MLPF&S do not count towards qualifying net new assets.
  3. After 90 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 $150
    $100,000 to $199,999 $250
    $200,000 or more $600
  4. Your one-time cash reward will be deposited into your Merrill Edge IRA or CMA within two weeks following the end of the 90 day period. If your account is enrolled in an investment advisory program, such as Merrill Edge Advisory Account or Merrill Edge Guided Investing, any cash reward deposited into your account will be subject to the program fee and other terms of the investment advisory program.
Tax Disclaimer: The value of the reward you receive may constitute taxable income. Merrill Lynch 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.

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 2 Global Wealth & Investment Management Chief Investment Office (CIO) develops the strategies for Merrill Edge Guided Investing, including providing its recommendations of ETFs and related asset allocations. Managed Account Advisors LLC (MAA), Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs in client accounts and updating account asset allocations when the CIO's recommendations change while also implementing any applicable individual client or firm restriction(s).

Please review the Merrill Edge Guided Investing Program Brochure (PDF) for important 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. This program is not offered through an advisor. Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

Footnote 3 Diversification, asset allocation and rebalancing do not ensure a profit or protect against loss in declining markets. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities, including the risk of loss of principal.

Footnote 4 Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, Merrill Edge®, and the Private Banking and Investment Group, all of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through MLPF&S, and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Merrill Lynch makes available products and services offered by MLPF&S and other subsidiaries of Bank of America Corporation ("BofA Corp").

The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. The banking, credit and trust services sold by the Group's Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, a wholly owned subsidiary of BofA Corp.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

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.

Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment Products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value


MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC)Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

© Bank of America Corporation. All rights reserved.

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