Your one-time cash reward will be deposited into your IRA or CMA within two weeks following the end of the 90 day period.

After 90 days of meeting the funding criteria described in Step 2, your cash reward will be determined by the qualifying net new assets in your account (irrespective of any losses or gains due to trading or market volatility) as follows:įor purposes of this offer, qualifying net new assets are calculated by adding total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, and subtracting assets withdrawn or transferred out of the account within the preceding 24 weeks.

Assets transferred from other accounts at Bank of America, MLPF&S, Bank of America Private Bank, or 401(k) accounts administered by MLPF&S do not count towards qualifying net new assets.

Fund your account with at least $20,000 in qualifying net new assets within 45 days of account opening.

You are solely responsible for enrolling or asking to be enrolled in the offer.

You must enroll during account opening by entering the offer code in the online application or by providing it when speaking with a Merrill Financial Solutions Advisor at 888.637.3343 or at select Bank of America® financial centers.

This offer may not be used as an inducement to sell any kind of insurance, including annuities. Merrill reserves the right to change or cancel this offer at any time, without notice. Offer Limitations: This offer does not apply to business/corporate accounts, investment club accounts, partnership accounts and certain fiduciary accounts held with Merrill, or to any types of accounts (including IRAs or CMAs) held with other business units of Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). You may be eligible for a different or better offer. The Merrill IRA or CMA may be a Merrill Edge Self-Directed account, Merrill Edge Advisory account, Merrill Guided Investing account or Merrill Guided Investing with an Advisor account.

Eligible Merrill IRAs limited to Traditional, Roth and owner-only SEP IRA.

Cash bonus offers, in the aggregate, are limited to one CMA and one IRA per accountholder. Offer valid for new individual Merrill IRAs or Cash Management Accounts (CMAs).

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