As a UCLA supporter, you can now streamline your investing with Merrill Edge®, plus get up to $6001.
Simplify your financial life with Merrill Edge®, a streamlined investment service that gives you the investment insights of Merrill Lynch and the convenience of Bank of America banking.
Simple, flat-rate pricing with a self-directed investing account
$6.95 per online equity and ETF trade with no balance minimums, no trade minimums and no annual account fee.2 That's lower standard pricing than Fidelity, Schwab and E*TRADE.3
Investing and banking on one page
See your Merrill Edge investment account and Bank of America bank accounts with one log-in.
Instantly move funds between your Merrill Edge investment account and Bank of America banking accounts.4
A full range of investment offerings
Select from thousands of stocks, bonds, ETFs and mutual funds, using powerful screening tools to help you choose the ones that may be right for you.
Make informed investment decisions with access to independent research from Dow Jones, Morningstar and Standard & Poor's, along with insights from Merrill Lynch.
1Offer 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 ENROLL & OPEN button above, or ask to be enrolled when speaking with a Merrill Edge Financial Solutions Advisor™ at 1.888.637.3343 or at select Bank of America banking centers.
Cash Reward: Open and fund an account within 30 days from accounts held outside Merrill Lynch and Bank of America, and maintain the minimum qualifying deposit for an additional 90 days. For purposes of this offer, qualifying deposit shall mean total incoming deposits or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, minus assets withdrawn or transferred out of the account within the 90 day holding period.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 $25,000 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. Please allow up to 45 days following expiration of the 90 day holding period for the cash reward to be credited to your account.
Commission-Free trades begin within 5 business days of account opening and must be used within 90 calendar days; up to 300 trades per account. Commission-free 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.
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.
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.
2Other fees may apply; please refer to Fees & Commissions at merrilledge.com. Offer is subject to change and/or termination without advance notice.
3Fidelity’s standard price is $7.95 per equity or non-iShare ETF trade. Schwab’s standard price is $8.95 per equity or non- Schwab ETF trade. E*TRADE’s standard price is $9.99 for equity commissions and $7.99 for customers who trade at least 150 times per quarter. Note: Competitive comparison pricing information as of 5/7/2013 – excludes special promotional offerings.
4Certain 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.
5Please 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.