A complement to your U.S. Trust relationship

Prefer to manage some investments on your own?
Merrill Edge can help.

Benefit from your U.S. Trust and Merrill Edge total relationship

$0 online trades
$0 trades—up to 100 per month: Learn how to qualify for up to 100 $0 online stock and ETF trades per month with Preferred Rewards. Other fees may apply.*
Get priority access and service
Merrill Edge Premium Services: a higher level of service, with priority access to our team of experienced representatives.
Access to Merrill Edge MarketPro
Merrill Edge MarketPro®: our fully customizable trading platform, featuring real-time market data, streaming news, watchlists, advanced charting tools and Level II quotes.Footnote 2

Make more informed investment decisions with valuable tools and research

Get independent investment research
Independent research from Dow Jones & Company, Morningstar, CFRA (powered by data from S&P Global) and others,Footnote 3 plus access to BofA Merrill Lynch Global Research, ranked #1 by Institutional Investor for the sixth year in a row.Footnote 4
Full range of investment choices
Simplified investment selection with streamlined lists of stocks, ETFs and mutual funds evaluated by Merrill Lynch research and analytics teams.Footnote 5

Enjoy easier financial management with these investing and banking benefits

One login for banking and investing
One login to view your Merrill Edge and U.S. Trust investment and Bank of America bank accounts.
Make real-time account transfers
Real-time transfers allowing you to instantly move funds between your Merrill Edge investment and Bank of America bank accounts.Footnote 6
 
Ready to get started?
To learn more about our special offering for U.S. Trust clients or for help opening your new account,
call us.
888.866.2189
Mon–Fri 8 a.m.–6 p.m. ET
U.S. Trust
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.
Eligibility: Commissions are only waived for online stock and ETF trades conducted via an individual or jointly owned online investing and trading personal CMA or IRA account.

Qualify for 30 $0 online stock 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 through 09/30/2017
2.   $25,000 or more in combined cash balances in your Merrill Edge online investing and trading personal CMA and/or IRA accounts through 09/30/2017
3.   Preferred Rewards Platinum client

Qualify for 100 $0 online stock and ETF trades per month (meet any one of these criteria):
1.   Preferred Rewards Platinum Honors clients
2.   U.S. Trust Client

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. Employees who are subject to an AIM policy must adhere to all of the policy guidelines relating to investment activities.
2 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.

To qualify for NASDAQ Level II quotes and market depth information, you must make 30+ trades/quarter, or have total combined balances of more than $1 million in your Merrill Lynch investment accounts and Bank of America, N.A. deposit accounts. 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.

3 Please note that the information provided is from sources deemed to be reliable. Merrill Edge does not guarantee the accuracy or completeness of the information or make any warranties with regard to the results to be obtained from its use. Reports provided are for informational purposes only. Under no circumstances are they to be used or considered as an offer to sell, or a solicitation of an offer to buy, any security. Because of this, Merrill Edge does not guarantee or make any representation as to the accuracy, completeness or timeliness of the information provided. Therefore, we will not be liable for any loss, caused directly or indirectly, by your use of the information.

Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011-2016 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.institutionalinvestor.com/Article/3646543/ResearchArticle.html.
5 Research provided by BofA Merrill Lynch Global Research.

6 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.

MLPF&S offers its products, accounts and services through different service models (such as self-directed, full-service advice). Based on the service model, the same or similar products, accounts and services may vary in their price or fee charged to a client.

U.S. Trust operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation. Bank of America, N.A. and U.S. Trust Company of Delaware (collectively the "Bank") do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products service or referrals to other affiliates of the Bank.

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