Get startedwith Merrill Guided InvestingMust use offer code 6MONTHSFREE Merrill Investing Merrill Guided Investing An investment advisory program $0 Program fee for 6 months Footnote1. Footnote*Conditions and other fees apply. Get startedwith Merrill Guided Investing Must use offer code 6MONTHSFREE Get a professionally managed portfolio that's monitored and rebalanced by Merrill investment professionals.Footnote2 Start with a low $1,000 investment minimum and a low annual program fee. Tell us about yourself and your goal and we'll match you with a portfolio to help you get there. A personalized online dashboard so that you can track your progress and make changes or add goals as your needs change. Plus, you can easily set up reoccurring transfers between your Merrill investing account and Bank of America bank account. We'll waive the program fee for six months.Footnote1 After that, you'll pay an annual program fee of 0.45% and Bank of America Preferred Rewards members can receive a discount of up to 0.15% off this rate.Footnote3 Get startedwith Merrill Guided Investing Must use offer code 6MONTHSFREE Preferred pricing With Bank of America Preferred Rewards , you can enjoy many exclusive benefits and pricing discounts, all designed around the ways you bank with Bank of America and invest with Merrill®. When your balances work together, you can maximize the rewards you earn.Footnote3 You'll start by answering questions about what you're saving for—such as retirement or a large purchase—and we'll guide you to a portfolio that's right for you. Get startedwith Merrill Guided Investing Must use offer code 6MONTHSFREE If you need help, give us a call at 855.619.0907 or schedule an appointment. A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action. Work one-on-one with an advisor to define your financial goals and choose a portfolio that's monitored and rebalanced by Merrill investment professionals.Footnotes4 Footnote Other fees may apply. Sales of ETFs 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 and mutual funds. To learn more about Merrill pricing, visit our Pricing page. Footnote1 Introductory 6-Month Program Fee Waiver Offer eligible for accounts that are newly enrolled into the Merrill Guided Investing program (MGI) starting on and after March 27, 2023. How it Works: Tax Disclaimer: The value of the waiver of MGI's Program Fee may constitute taxable income. Merrill may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the waiver. Please consult your tax advisor. Bank of America Corporation and its affiliates and associates do not provide tax advice. Footnote The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, mutual funds and related asset allocations. Managed Account Advisors LLC (MAA), Merrill's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO's recommendations change while also implementing any applicable individual client or firm restriction(s). Footnote3 Preferred Rewards Program Eligibility: You can enroll, and maintain your membership, in the Bank of America Preferred Rewards program if you have an active, eligible personal checking account with Bank of America® and maintain the balance required for one of the balance tiers. The balance tiers are $20,000 for the Gold tier, $50,000 for the Platinum tier, $100,000 for the Platinum Honors tier, $1,000,000 for the Diamond tier and $10,000,000 for the Diamond Honors tier. Balances include your combined, qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 Plans). You can satisfy the combined balance requirement for enrollment with either: After enrollment you must maintain the three-month combined average daily balance to stay in the program. Refer to your Personal Schedule of Fees for details on accounts that qualify towards the combined balance calculation and receive program benefits. Eligibility to enroll is generally available three or more business days after the end of the calendar month in which you satisfy the requirements. Benefits become effective within 30 days of your enrollment, or for new accounts within 30 days of account opening, unless we indicate otherwise. Bank of America Private Bank clients qualify to enroll in the Diamond Tier regardless of balance, and may qualify for the Diamond Honors tier based on their qualifying Bank of America, Merrill and Private Bank balances. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements. For details on Bank of America employee qualification requirements, please call Employee Financial Services or, refer to the Bank of America intranet site. Employees of companies participating in the Bank of America Employee Banking and Investing Program may be eligible to participate on customized terms. Refer to CEBI Program for details. Clients enrolled in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program's annual asset-based fee of 0.45%, and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs' annual asset-based fee of 0.85% for any of their accounts enrolled in the respective advisory programs. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier, 0.10% for the Platinum tier, or 0.15% for the Platinum Honors, Diamond and Diamond Honors tiers based on their Preferred Rewards tier effective at the time the applicable advisory program fee is calculated. It may take up to 30 calendar days for changes to your Preferred Rewards status or tier to be associated with and effective for your accounts in the advisory programs. This fee is charged monthly in advance. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Actual fund expenses will vary; please refer to each fund's prospectus. Footnote Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circ*mstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training. There is an annual program fee of 0.45 % based on the assets held in the account for the Merrill Guided Investing Program. This fee is charged month in advance. MAP5482336-03142024 Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 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 offered through MLPF&S and insurance and annuity products offered through MLLA: Privacy|Security|Glossary|Advertising practicespopupAdvertising Practicespopup © 2024 Bank of America Corporation. All rights reserved. 4326521 Get Merrill's investment expertise free for six months.Footnote1 It's easy to start with a low minimum investment.
The guidance to help you pursue your goal
Your goal, our guidance
Investment strategies aligned to your goal
Tools to help you stay on track
Your full financial picture
Get even more with Preferred Rewards
Ready to invest?
Other ways to invest with Merrill
Learn more aboutMerrill Edge® Self-Directed
Learn more aboutMerrill Guided Investing with an advisor
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
Get More Guidance and Tools with Merrill Guided Investing (2024)
Table of Contents
Get Merrill's investment expertise free for six months.Footnote1 It's easy to start with a low minimum investment.
The guidance to help you pursue your goal
Your goal, our guidance
Investment strategies aligned to your goal
Tools to help you stay on track
Your full financial picture
Get even more with Preferred Rewards
Ready to invest?
Other ways to invest with Merrill
Learn more aboutMerrill Edge® Self-Directed
Learn more aboutMerrill Guided Investing with an advisor
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