- Hold Period
- 90 days
- Qualifying Period
- 45 days of account opening
- Requirements
- Qualifying net new assets transfer required; 24-week lookback period for net new assets calculation; Transfer qualifying net new assets; Assets must not be from other Bank of America or MLPF&S accounts; Minimum $20,000 in qualifying net new assets; Transfer/deposit within 45 days of account opening; Must be enrolled in Bank of America Preferred Rewards as of 90 days after funding; Open new Merrill Edge Self-Directed, Merrill Edge Advisory, Merrill Guided Investing, or Merrill Guided Investing with Advisor account; Make qualifying net deposit within 45 days of account opening; Maintain qualifying balance for 90 days; Use offer code 600ME (standard) or 1000PR (Preferred Rewards); Minimum $5,000 in qualifying net new assets; Fund account with qualifying net new assets within 45 days of account opening; Maintain balance for 90 days after funding; Enroll in Preferred Rewards within 90 days of meeting funding criteria; Use offer code 1000PR; Enroll with offer code 1000PR; Fund account with at least $20,000 in qualifying net new assets within 45 days of account opening; Must be enrolled in Preferred Rewards as of 90 days from meeting funding criteria; Assets transferred from other MLPF&S, Bank of America Private Bank, or 401(k) accounts do not count; Maintain balance for 90 days from funding; Must be enrolled in BofA Rewards as of 90 days from meeting funding criteria; Promo code 1000PR required at account opening; Assets must be transferred from external accounts (internal transfers do not qualify); Minimum $20,000 qualifying net new assets deposit; Must enroll in offer code at account opening; Must be enrolled in Preferred Rewards as of 90 days from funding; Assets must originate outside Bank of America; Min $20,000 qualifying net new deposit/transfer; Deposit must be made within 45 days of account opening; Must maintain balance for 90 days; Offer code 1000PR must be entered at account opening; Minimum $20,000 in qualifying net new assets within 45 days; Enroll in Preferred Rewards within 90 days of funding; Assets from BofA, MLPF&S, BofA Private Bank, or 401(k) accounts administered by MLPF&S do not count; Deposit/transfer $20,000+ in qualifying net new assets within 45 days of account opening; Maintain balance for 90 days from funding date; Enrolled in Bank of America Preferred Rewards program; Must use promo code 1000PR during account opening; Must have or open eligible Bank of America personal checking account; Enroll in Preferred Rewards Program within 90 days of funding; Fund account with qualifying net new assets within 45 days; Maintain balance for 90 days; Enroll using offer code PR1000 during account opening; Must be enrolled in Preferred Rewards as of 90 days from meeting funding criteria to receive up to $1,000 bonus (can enroll as part of promotional early enrollment); Use promo code 1000PR at account opening; Assets transferred from other BofA, MLPF&S, or 401(k) accounts administered by MLPF&S do not count toward qualifying assets; Enroll in Preferred Rewards within 90 days of funding (can enroll early as part of promotion); Must have or open eligible Bank of America personal checking Advantage Banking account to enroll in Preferred Rewards; Must enroll using offer code PR1000; Minimum $20,000 qualifying net new assets; Fund account within 45 days of account opening; Must be enrolled in Preferred Rewards as of 90 days after funding; Maintain balance for at least 90 days; For code 1000PR: Must be enrolled in Bank of America Preferred Rewards as of 90 days after funding; Enroll using offer code 1000PR at account opening; Deposit minimum $20,000 in qualifying net new assets within 45 days of account opening; Maintain the deposit for at least 90 days; Be enrolled in Preferred Rewards as of 90 days after funding; Must enroll using offer code 1000PR; Assets transferred from other MLPF&S, Bank of America Private Bank, or 401(k) accounts do not count as qualifying; Assets from MLPF&S, Bank of America Private Bank, or 401(k) accounts administered by MLPF&S do not count as qualifying; Enroll in Preferred Rewards program within 90 days of funding (promotional early enrollment available); Use promo code 1000PR at account opening or provide to Merrill Financial Solutions Advisor; Qualifying net new assets calculated by adding total incoming assets/transfers from external accounts and subtracting assets withdrawn within preceding 24 weeks