1 Sales are subject to a transaction fee of $0.01 - $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 or
merrilledge.com/guided-investing-programbrochure for details about Merrill Edge Guided Investing. The program fee for Merrill Edge Select
® Portfolios includes portfolio management, trading costs and ongoing Financial Solutions Advisor support. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Where possible, institutional class shares are used to minimize expenses.
2 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, 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.
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.
J.D. Power 2016 Certified Contact Center Program
SM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit
www.jdpower.com/ccc.
Merrill Edge was one of 16 brokers evaluated in the
Barron's 2017 Best Online Broker Survey, March 18, 2017. Barron's evaluated firms in 8 categories to rate and rank the firms in those categories, by investor type and provide an overall rating & ranking. Learn more at
http://webreprints.djreprints.com/53278.html Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of
Barron's.
Merrill Edge was named by Kiplinger's Personal Finance as one of the seven "Best Online Brokers,"
August 2016. To be included, firms had to offer online trading of stocks, ETFs, mutual funds and bonds. Learn more at
http://www.kiplinger.com/article/investing/T047-C000-S002-best-of-the-online-brokers-2016.html. From Kiplinger's Personal Finance, August 2016 © 2016 The Kiplinger Washington Editors. Used under License.
7 Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
8 Global Wealth & Investment Management Chief Investment Office ("GWIM CIO") develops the investment strategies for Merrill Edge Guided Investing, including providing its recommendations of ETFs and related asset allocations. Managed Account Advisors LLC, 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 and sale of ETFs in client accounts and updating account asset allocations when the GWIM CIO's recommendations change, while also implementing any applicable individual client or firm restriction(s).
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