Contribution limits apply for 2016. Compensation limit per employee is $265,000. Limits for subsequent years may vary. 2
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Other fees may apply. Sell trades 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
Fidelity's standard online price is $7.95 per equity or ETF trade (excluding certain iShares and Fidelity ETFs offered commission-free). Schwab's standard online price is $6.95 per equity or ETF trade (excluding ETFs available through Schwab ETF OneSource™ when placed in a Schwab account that are available commission-free). E*TRADE's standard online price for equity, ETF or option trade is $9.99, $7.99 for customers who trade at least 150 times per quarter, $6.99 for customers who trade 1,500+ times per quarter. TD Ameritrade's standard online price is $9.99 per equity or ETF trade. Note: Competitive comparison pricing information as of 02/02/2017 excludes special promotional offerings and sales of fractional shares. a
E*TRADE's standard online price for equity, ETF or option trade is $9.99, $7.99 for customers who trade at least 150 times per quarter, $6.99 for customers who trade 1,500+ times per quarter b
For TD Ameritrade ETFs: the ETF must be on list of 100+ commission-free ETFs and must be held for a minimum of 30 days in order to not incur a fee. Also, the user must be enrolled to qualify. c
Price per non-Schwab ETF d
Price per non-iShare ETF 6
$0 trades are only available with an individual or joint Merrill Edge self-directed brokerage account. When placing a trade, Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) determines whether you meet the balance or relationship requirements to qualify that trade for the $0 waiver. To determine the number of qualifying trades, MLPF&S adds the qualifying trades in your individual accounts and joint accounts. Commission fees apply when qualification requirements are not met, or when you exceed the number of qualifying trades a month. 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.
Neither Merrill Edge nor its financial solutions advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.