Offer value details
Merrill lists a cash reward of up to $600 for eligible new Merrill IRAs or Cash Management Accounts funded with qualifying net new assets.
Qualification requirements
Enroll during account opening with the listed offer code, fund at least $20,000 in qualifying net new assets within 45 days, and maintain the qualifying balance for at least 90 days.
Fees and costs
Merrill Guided Investing enrollment is not a condition of the offer. Self-directed and advisory account fees differ, so review the pricing page and account type before applying.
Availability
Offer applies to eligible new individual Merrill IRAs or Cash Management Accounts and excludes several business, fiduciary, and other account types.
What to verify
- Investing involves risk, including loss of principal.
- Advisory accounts can charge program fees.
- Reward value may be taxable income.
Confirm current provider terms
Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.