Merrill Lynch

Self-Directed IRA or CMA

$100

Easy

Nationwide

Bonus Details

Everything you need to know about this brokerage account bonus

Fund account with $20,000-$49,999 and be enrolled in Preferred Rewards

Expiration Date

12/31/25

Bonus Payout

14 days after requirements are met

Availability

Available nationwide

Bonus Requirements

New Funds Required

Deposit must be new funds not previously held at this institution

Minimum Funding Amount

Deposit $20,000 within the required timeframe

Holding Period

Maintain balance for 90 days

Account Fees

Monthly Fee Waiver

No monthly fees

Early Termination

No early termination penalty

Account Closure Penalty

Must maintain qualifying net new assets for 90 days or bonus may be forfeited

Additional Details

Must be enrolled in BofA Preferred Rewards. Traditional, Roth, and owner-only SEP IRAs eligible. Offer code required during application.

Take Action

Apply Now Track

Key Details

Institution

Merrill Lynch

Account Type

Self-Directed IRA or CMA

Bonus Amount

$100

Min Funding Amount

$20,000

Hold Period

90 days

Eligibility

New and existing Merrill IRA or CMA customers, must enroll with offer code

Branch Required

Days Until Claimable

45 days

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