1 Eligibility: Commissions are only waived for online equity and ETF trades conducted via an individual or jointly owned self-directed personal CMA or IRA account.
Qualify for 30 $0 online equity and ETF trades per month (Meet any one of these criteria):
i) $25,000 or more in combined balances in your Bank of America deposit accounts
ii) $25,000 or more in combined cash balances in your Merrill Edge self-directed CMA and/or IRA accounts
iii) Platinum Privileges clients
iv) Preferred Rewards Platinum client
Qualify for 100 $0 online equity and ETF trades per month:
i) Preferred Rewards Platinum Honors clients
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.
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.
3 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 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.
Cash Reward: Open and fund an account within 45 days from accounts held outside Merrill Lynch and Bank of America, and maintain the minimum qualifying balance for an additional 90 days. For purposes of this offer, qualifying balance shall mean total incoming assets 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 $20,000 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. Cash reward is a one-time deposit made within two weeks into your IRA or CMA after meeting qualifying criteria.
The offering of cash rewards, free trades, waiver of fees (including account fees), and/or any other thing of value may not be used as an inducement to sell any kind of insurance, including life insurance or annuities.
$0 trades begin within 5 business days of account opening and must be used within 90 calendar days; up to 300 trades per account. $0 trades are only applicable in the new account and are limited to online equity and ETF trades. Standard commission rates apply to trades in excess of the 300-trade limit or after 90 days. 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. Trades are not transferable, apply only to the account receiving the offer, and are not available for Merrill Edge Advisory Center accounts or other Merrill Lynch Wealth Management accounts. Merrill Edge does not, and this offer is not meant to, promote day trading or solicit engagement in day trading activities. Day trading can be extremely risky. Investors are solely responsible for their own investment decisions, and should research any investment strategy carefully before investing.
Tax Disclaimer: 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.
Merrill Edge MarketPro™ Trial begins within 5 business days of account opening and expires after 90 calendar days. To learn about additional ways to qualify for Merrill Edge MarketPro™, see
merrilledge.com/marketpro . Not available for employees of Bank of America or Merrill Lynch and business accounts.
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