Offer valid only for new Merrill Edge self-directed IRA and CMA accounts. 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 clicking the Get Started
button above, or ask to be enrolled when speaking with a Merrill Edge Financial Solutions Advisor™ at 888.637.3343 or at select Bank of America banking centers.
Open and fund an account within 30 days from accounts held outside Merrill Lynch and Bank of America, and maintain the minimum qualifying deposit for an additional 90 days. For purposes of this offer, qualifying deposit shall mean total incoming deposits or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, minus assets withdrawn or transferred out of the account within the 90 day holding period. Cash reward qualifications: assets of $25,000 to $49,999 in cash and/or securities receive $100; for $50,000-$99,999, receive $150; for $100,000-$199,999, receive $250; for $200,000 or more, receive $600. Assets held by 401(k) plans through Merrill Lynch are excluded. Please allow up to 45 days following expiration of the 90 day holding period for the cash reward to be credited to your account.
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.