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Merrill Edge Offers, Promotions, and Bonus Incentives


Current Merrill Edge promotion/bonus offer code: $600 free. 2017 best Merrill Edge promotions for opening new account or for existing customers depositing cash into regular brokerage account, ROTH IRA, or 401K rollover IRA.


Merrill Edge Promotion




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Merrill Edge Promotion Details


To earn a cash award, open and fund a Merrill Edge account within 45 days of account opening. Funds must come from outside Bank of America and Merrill Lynch. The account balance must be maintained for 3 months.

For this Merrill Edge promotion offer, an eligible balance is defined as total incoming transfers or assets (which can include securities, cash, and/or margin debit balance transfers) from external financial institutions, not counting assets that are transferred out of or withdrawn from the Merrill Edge account within the 3-month period. The special is valid only for accounts that are opened in the manner described above.

The Merrill Edge cash bonus shall be calculated as follows: deposits between $20,000 and $49,999 earn $100; deposits of $50,000 to $99,999 get $150; assets between $100,000 and $199,999 qualify for $250; and deposits of $200,000 or more receive $600.

This Merrill Edge promotion offer is valid only for new Merrill Edge self-directed CMA or IRA accounts. There is a maximum of one promo per account type (CMA or IRA), with a limit of two per customer (all account holders of a joint account are considered one customer for this promo). Eligible retirement accounts include Roth, Traditional, Rollover, and Sole-Proprietor and Roth SEP IRA’s.

This Merrill Edge special does not apply to Investment Club Accounts, Corporate/Business Accounts, Partnership Accounts, or some fiduciary accounts with Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Edge can modify or terminate this promo at any time.

Assets that are contained within a 401(k) plan with Merrill Lynch are excluded. The cash award is a deposit made just one time into an IRA or CMA within 14 days after meeting the standards set forth herein.

Promotions of Merrill Edge free trades, cash awards, things of value, or waiver of fees (including account fees) may not be utilized as an incentive to advertise any type of insurance, including annuities and life insurance.






Merrill Edge Review and Rating

Merrill Edge rating

Read Merrill Edge Investing Review »

One of the biggest names in the financial services industry, Merrill Lynch offers simple and affordable investment options. A 2008 merger with Bank of America helped the famed brokerage house avoid bankruptcy, cut costs, and improve customer service at the same time. Online stock trading is now conducted through its Merrill Edge service, which offers two distinct trading platforms — the standard browser-based platform and the more advanced MarketPro. But no matter which account they choose, customers can simplify their financial lives by combing banking and investing in a single account.


Getting Started


For current Bank of America customers, a Merrill Edge account can be added in 10 minutes online. After linking an eligible checking or savings account, members can transfer funds to their new investing account and start trading straight away. For non-customers, the process requires the extra step of funding the account with an outside source. We should also mention that customers who maintain combined totals in linked accounts may be eligible for specific rewards. For example, some Bank of America and Merrill Edge customers qualify for up to 30 free equity and ETF trades per month if they can keep $25,000 in cash on qualified accounts.



Single Login


By linking bank and investment accounts, Merrill Edge members can manage their finances on a single page. They can write checks, pay bills, transfer funds, and invest all from the same place. This simple, practical arrangement saves time, money, and energy. And because the website never closes, customers can do their banking 24/7/365.


Merrill Edge Investments


Merrill Edge accounts give members access to a wide range of investment options, including stocks, bonds, ETFs, and thousands of mutual funds. Easy-to-use screening tools help them narrow options by taking individual criteria into account. Customers may also limit their risk by investing in mutual funds that have been pre-screened by Merrill Lynch professionals. Last but not least, Merrill Edge offers 12 highly diversified portfolios that are not only pre-screened, but also managed by financial experts (hopefully not the same ones that almost bankrupted the company in 2008).


Merrill Edge Promotions


For a limited time, customers who open a Merrill Edge brokerage account with a minimum deposit of $20,000 will receive free trades for 90 days plus a $100 bonus. Clients who can deposit a minimum of $200,000 receive $600. The account must be funded within 45 days of account opening, and no withdrawals are allowed for 90 days. The $600 bonus Merrill Edge promo code is ME600.


Updated on 10/6/2017.



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