Merrill Edge $600 IRA or Investment Account Promotion and $50 529 Plan Bonuses

Merrill Edge is currently offering up to a $600 IRA or investment account bonus and a $50 529 college savings plan bonus.

Take advantage of these Merrill Edge promotional bonuses with IRA, investment, and 529 accounts to qualify for cash incentives with Merrill Edge.

You can get up to $600 when you enroll, open, and fund a new IRA or investment account with at least $25,000.

Plus, get $50 when you open a new 529 NextGen College Investing Plan and deposit at least $5,000 for 90 days.

Merrill Edge Investment Account or IRA Bonus

Check out this Merrill Edge New Account Bonus to earn up to $600 when you enroll, open, and fund a new Merrill Edge Investment Account or IRA.

How To Earn up to $600 Bonus

1. Open a new IRA or Investment Account.

2. Deposit qualifying funds within 30 days.

3. Maintain your deposit for at least 90 days.

4. Receive bonus within 45 days after qualifying.

You will also receive 300 free online equity and ETF trades for 90 days and Merrill Edge MarketPro access, which is available within 5 days of opening your new account.

Qualifying Assets = Cash Bonus

Merrill Edge Investment Account or IRA up to $600 Bonus

  • $25,000 – $49,999 = $100
  • $50,000 – $99,999 = $150
  • $100,000 – $199,999 = $250
  • $200,000+ = $600

Promotional Details

This offer is valid for new Merrill Edge self-directed IRA and CMA accounts.

There is a limit of 1 offer per account type and 2 per accountholder (or per all accountholders of a join account).

IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP IRAs only.

This offer does not apply to Business/Corporate Accounts, Investment Club Accounts, Partnership Accounts and certain fiduciary accounts held at MLPF&S.

You must open a Merrill Edge IRA or CMA, fund the account within 30 days from sources outside Merrill Lynch and Bank of America, and maintain the balance for 90 days.

Qualifying deposits include deposits or transfers from external accounts including cash, securities, and margin debit balance transfers.

Assets held by 401(k) plans through Merrill Lynch are excluded.

The cash reward is a 1-time deposit made within 45 days into your IRA or CMA after meeting qualifying criteria.

300 Commission-Free Trades

You’ll also get up to 300 trades per account.

The commission-free trades begin within 5 business days of account opening and must be used within 90 calendar days.

Commission-free trades are only applicable in the new account and are limited to online equity and ETF trades.

529 NextGen College Investing Plan $50 Bonus

Merrill Edge 529 NextGen College Investing Plan $50 Bonus

Open a new 529 College Savings Plan with $5,000 and get $50 added to your account.

You must open a NextGen College Investing Plan Account and fund the account with at least $5,000 in cash within 30 calendar days of account opening.

The balance must be held in the account for a minimum of 90 consecutive days following the funding date.

How To Earn $50 529 Bonus:

1. Open a New 529 Account.

2. Deposit $5,000 or more within 30 days.

3. Maintain your deposit for at least 90 days.

4. Receive $50 bonus within 45 days after qualifying.

The $50 bonus is a 1-time credit that will be applied to your account during the calendar month after you meet the 90-day funding criteria.

The $50 bonus will be applied to your account and invested in the various securities offered by the Plan based on your new-investment allocation in effect on the date that the bonus is provided.

This offer is limited to 1 $50 bonus per beneficiary.

Review these additional Investment Account Brokerage Bonuses for more investing promotions.

Apply for the latest Merrill Edge account promotions online today.

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