![]() Promotions of Merrill Edge free trades, cash awards, things of value, or waiver of fees (including account fees) may not be utilized as an incentive to advertise any type of insurance, including annuities and life insurance. The cash award is a deposit made just one time into an IRA or CMA within 14 days after meeting the standards set forth herein. Merrill Edge can modify or terminate this promo at any time.Īssets that are contained within a 401(k) plan with Merrill Lynch are excluded. ![]() This Merrill Edge special does not apply to Investment Club Accounts, Corporate/Business Accounts, Partnership Accounts, or some fiduciary accounts with Merrill Lynch, Pierce, Fenner & Smith, Inc. Eligible retirement accounts include Roth, Traditional, Rollover, and Sole-Proprietor and Roth SEP IRA’s. There is a maximum of one promo per account type (CMA or IRA), with a limit of two per customer (all account holders of a joint account are considered one customer for this promo). This Merrill Edge promotion offer is valid only for new Merrill Edge self-directed CMA or IRA accounts. The Merrill Edge cash bonus shall be calculated as follows: deposits between $20,000 and $49,999 earn $100 deposits of $50,000 to $99,999 get $150 assets between $100,000 and $199,999 qualify for $250 and deposits of $200,000 or more receive $600. The special is valid only for accounts that are opened in the manner described above. TheĪccount balance must be maintained for 3 months.įor this Merrill Edge promotion offer, an eligible balance is defined as total incoming transfers or assets (which can include securities, cash, and/or margin debit balance transfers) from external financial institutions, not counting assets that are transferred out of or withdrawn from the Merrill Edge account within the 3-month period. Funds must come from outside Bank of America and Merrill Lynch. ![]() ![]() To earn a cash award, open and fund a Merrill Edge account within 45 days of account opening. ![]()
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