$0
Qualify for $0 online stock and ETF trades with Preferred Rewards.Footnote 1
Open a Merrill Edge® account in just minutes
Use offer code 600ME
Enjoy all the benefits of Merrill Edge®
A new self-directed experience
Invest online with a personalized experience that can simplify how you choose investments and help you make more informed decisions—so you can manage your portfolio with confidence.
Research and insights
See what professional analysts are saying with access to research and insights that explain what may be driving an investment's price and why now might be a good time to buy, sell or hold.
Investing and banking connected
You can view and instantly transfer funds between your Merrill Edge® investing accounts and Bank of America® banking accounts.Footnote 2
$0 Trades
Clients enrolled in the Preferred Rewards Platinum and Platinum Honors tier qualify for $0 online stock and ETF trades—up to 30 monthly for Platinum; up to 100 monthly for Platinum Honors. Learn how to enrollFootnote 1
#1 New Tool – Stock Story
Merrill Edge ranked #1 for New Tool by StockBrokers.comFootnote 3
“Super user-friendly and intuitive...”
— Neria from Colton, CAFootnote 4
4 bonus levels
Cash reward
Qualifying assets
$100
$20,000
$150
$50,000
$250
$100,000
$600
$200,000+
3 ways to enroll
  • Click "Get started" on this page to open your account.
  • Call 1.888.MER.EDGE (888.637.3343).
  • Ask a Merrill Edge Financial Solutions Advisor™ for the offer at select Bank of America financial centers.
2 qualifications
  • Make a qualifying deposit to your new account within 45 days.
  • Maintain your qualifying deposit for at least 90 days.
You'll receive your cash bonus within 2 weeks after the 90-day qualifying period.
4 bonus levels
Cash reward
Qualifying assets
$100
$20,000
$150
$50,000
$250
$100,000
$600
$200,000+
3 ways to enroll
  • Click "Get started" on this page to open your account.
  • Call 1.888.MER.EDGE (888.637.3343).
  • Ask a Merrill Edge Financial Solutions Advisor™ for the offer at select Bank of America financial centers.
2 qualifications
  • Make a qualifying deposit to your new account within 45 days.
  • Maintain your qualifying deposit for at least 90 days.
You'll receive your cash bonus within 2 weeks after the 90-day qualifying period.
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.
Footnote 
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 as a Preferred Rewards Platinum client.

Or qualify for 100 $0 online stock and ETF trades per month (meet either one of these criteria):
  • Preferred Rewards Platinum Honors client
  • 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).
Footnote 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 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.

Footnote 
Merrill Edge was evaluated as one of 13 online brokers in StockBrokers.com 2018 Online Broker Review published on February 20, 2018. StockBrokers.com evaluated brokers using 292 variables across 10 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Merrill Edge Stock Story received the industry award for the #1 New Tool. Learn more at https://www.stockbrokers.com/annual-broker-review. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Footnote 4 Client experiences are intended to illustrate brokerage products and services available at Merrill Lynch, Pierce, Fenner & Smith incorporated (MLPF&S). You should not consider these as an endorsement of MLPF&S or as a testimonial about a client's experience with us. Client experiences do not necessarily represent the experiences of other clients and may vary.

Footnote 
Offer valid for new individual Merrill Edge IRAs or Cash Management Accounts (CMAs). Offer is limited to one CMA and one IRA, with no more than two enrolled accounts per accountholder. Eligible Merrill Edge IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP only. The Merrill Edge IRA or CMA may be a Merrill Edge Online Investing and Trading account, Merrill Edge Advisory Account or Merrill Edge Guided Investing account.

Offer Limitations: This offer does not apply to business/corporate accounts, investment club accounts, partnership accounts and certain fiduciary accounts held with Merrill Edge, or to any types of accounts (including IRAs or CMAs) held with other business units of Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). Merrill Edge reserves the right to change or cancel this offer at any time, without notice. This offer may not be used as an inducement to sell any kind of insurance, including annuities.

How it Works:

  1. You must enroll during account opening by entering the offer code in the online application or by providing it when speaking with a Merrill Edge Financial Solutions Advisor™ at 888.MER.EDGE (888.637.3343) or at select Bank of America financial centers. You are solely responsible for enrolling or asking to be enrolled in the offer.
  2. Fund your account with at least $20,000 in qualifying net new assets within 45 days of account opening. Assets transferred from other accounts at Bank of America, MLPF&S, U.S. Trust, or 401(k) accounts administered by MLPF&S do not count towards qualifying net new assets.
  3. After 90 days of meeting the funding criteria described in Step 2, your cash reward will be determined by the qualifying net new assets in your account (irrespective of any losses or gains due to trading or market volatility) as follows:
    Qualifying Net New Asset Balance Cash Reward
    Less than $20,000 $0
    $20,000 to $49,999 $100
    $50,000 to $99,999 $150
    $100,000 to $199,999 $250
    $200,000 or more $600
  4. Your one-time cash reward will be deposited into your Merrill Edge IRA or CMA within two weeks following the end of the 90 day period. If your account is enrolled in an investment advisory program, such as Merrill Edge Advisory Account or Merrill Edge Guided Investing, any cash reward deposited into your account will be subject to the program fee and other terms of the investment advisory program.
Tax Disclaimer: The value of the reward you receive may constitute taxable income. Merrill Lynch may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the reward. Please consult your tax advisor. Bank of America Corporation and its affiliates and associates do not provide tax advice.

You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit http://www.merrilledge.com/retirement/rollover-ira or call a Merrill Edge® rollover specialist at 888.637.3343 for more information about your choices.
Banking products are provided by Bank of America, N.A., Member FDIC, a wholly owned subsidiary of BofA Corp.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment Products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value


MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC)Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

© Bank of America Corporation. All rights reserved.

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