Merrill Edge
Cash Bonus for Asset Transfer
Up to
$600
bonus value
$600 when you transfer $200,000+ in qualifying assets to a new Merrill Edge account.
Bonus Tiers
| Deposit / Requirement | Bonus |
|---|---|
| $20,000+ | $150 |
| $50,000+ | $300 |
| $200,000+ | $600 |
Requirements
Open Merrill Edge account
New Merrill Edge customers
Transfer $200,000+ in assets
From outside brokerage within 45 days
Maintain assets for 12 months
Keep qualifying assets for 1 year
Details
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Terms & Conditions
New Merrill Edge customers only. Must transfer $200,000+ in qualifying assets from an outside brokerage within 45 days. Assets must remain for 12 months. Bonus is tiered: $150 for $20K+, $300 for $50K+, $600 for $200K+. Bonus paid within 45 days of meeting requirements. No monthly fee. Preferred Rewards benefits may apply with $20K+ combined BofA/Merrill balances. Bonus reported on Form 1099.
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Based on $200,000 deposit for 12 months