Merrill Edge Self-Directed

Open a new individual Merrill Cash Management Account (CMA) or Merrill IRA (Traditional, Roth or owner-only SEP) and enter offer code 600ME during opening. Fund it with qualifying net new assets (cash or securities from outside Merrill, Bank of America Private Bank and Merrill-administered 401(k)s) within 45 days. After 90 days of meeting the funding requirement, the reward is based on net new assets (gains or losses from trading don't count): $20,000–$49,999 earns $100; $50,000–$99,999 earns $150; $100,000–$199,999 earns $250; $200,000 or more earns $600. Paid within two weeks after the 90-day period. One CMA and one IRA bonus per account holder; business, club, partnership and certain fiduciary accounts excluded. May be reported on an IRS Form 1099.