Brokerage

Merrill Brokerage Bonus — Up to $1,000 Sign-Up Bonus

Hold Period

90 days

Qualifying Period

45 days

Payout

Within 2 weeks after 90-day hold period

✓Fund account with at least $20,000 in qualifying net new assets within 45 days of account opening
✓Assets from MLPF&S, Bank of America Private Bank, or 401(k) accounts administered by MLPF&S do not count as qualifying
✓Maintain balance for at least 90 days
✓Enroll in Preferred Rewards program within 90 days of funding
✓Use promo code 1000PR at account opening or provide to Merrill Financial Solutions Advisor

Sign-Up Bonus

$1,000

Ask AI About This Deal

⚠Must be enrolled in Bank of America Preferred Rewards as of 90 days from meeting funding criteria
⚠New and existing individual Merrill IRAs or Cash Management Accounts only
⚠Limited to one CMA and one IRA per accountholder, max two enrolled accounts per accountholder
⚠Eligible IRAs: Traditional, Roth, and owner-only SEP IRA only
⚠Does not apply to business/corporate accounts, investment club accounts, partnership accounts, UTMA/UGMA accounts, or 529 Plans

Bonus is taxable income; Merrill may issue IRS Form 1099
Bonus is subject to investment advisory program fees if account is enrolled in advisory program
Offer valid for Merrill Edge Self-Directed accounts, Advisory Accounts, and Merrill Guided Investing accounts
Merrill reserves right to change or cancel offer at any time without notice
Promotional early enrollment in Preferred Rewards available as part of this offer