how to sell mutual funds on merrill edge

>> 21 0 obj >> Boglehead-style investing at Merrill Edge. Try it out, it's free! >> /PageWidthList << 293 0 R 2040 0 R 2041 0 R 2042 0 R 2043 0 R 2044 0 R 2045 0 R 2046 0 R 2047 0 R 2048 0 R /C /Pa3 /C /Pa35 1.0 -269.5 -371.481] endobj 153 0 obj 1593 0 R 1594 0 R 1595 0 R 1596 0 R 1597 0 R 1598 0 R 1599 0 R 1599 0 R 1599 0 R 1600 0 R /P 21 0 R 92 0 obj 1.0 0.0 149.76] /S /L >> /Pg 31 0 R Some of these investment vehicles are passively managed, and they are known as index funds.if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'mrmarvinallen_com-large-mobile-banner-1','ezslot_2',123,'0','0'])};__ez_fad_position('div-gpt-ad-mrmarvinallen_com-large-mobile-banner-1-0'); Since Merrill Edge works as a broker, you can buy index funds on the platform. 54 0 obj /Type /Annot (BRO-06-22-0390.indd:.89113:4366) [27 0 R /Fit] >> endobj /MediaBox [0.0 0.0 612.0 792.0] 99 0 obj /Sh3 369 0 R 242 0 obj endobj << /S /L /Rotate 0 /Rect [36.0 207.523 297.0 196.714] << /Tabs /S Free and $0 means there is no commission charged for these trades. /ProcSet [/PDF /Text] /LastModified (D:20220719112238+02'00') << Grab your last chance to get 12 free stocks valued up to $30,600. You should consult your legal and/or tax advisors before making any financial decisions. 26 0 obj /ProcSet [/PDF /Text] 2 0 obj >> /Contents ( Account Agreement page 13 ) /TrimBox [0.0 0.0 612.0 792.0] 264 0 obj /PageUIDList << /S /L endobj /OriginalDocumentID /ArtBox [0.0 0.0 612.0 792.0] endobj endobj NOTE: The easiest way to add diversification to your portfolio is to invest in real estate through Fundrise. endobj Cash management services, including direct deposit, checkwriting, debit cards, and electronic funds transfer. << Additional information is available in our Client Relationship Summary (Form CRS) (PDF). >> /C /Pa11 /0 13893 << 256 0 obj The information below is up-to-date as of January 7, 2016. /5 [-32768.0 3.0 4.0 -262.44 -396.0 -262.44 396.0 1.0 0.0 0.0 >> endobj 1.0 -315.478 330.48] Schwab Funds $0 4 Choose from 3,000+ no-load, no-transaction-fee mutual funds. endobj /K [835 0 R 836 0 R] /P 21 0 R /Type /Border This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. 75 0 obj >> /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /K 22 1.0 0.0 -107.4] >> /Pg 40 0 R Investing in index funds, such as Vanguard funds, comes with the following advantages. << /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 All rights are reserved. endobj >> 202 0 obj /PageItemUIDToLocationDataMap << /0 11522 /PageUIDList << << This may be a big point of differentiation. /Parent 16 0 R /K 12 240 0 obj 1 2 Merrill Edge had $353 billion in client assets across 3.2 million accounts as of November 2021. 1.0 9.5 -322.435] >> /Pg 42 0 R Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. /S /S /S /H4 endobj 63 0 obj /K 55 endobj /StructParent 108 1.0 -315.478 330.48] /Type /Annot /DocumentID /OriginalDocumentID /ProcSet [/PDF /Text] /DocumentID << << /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] 1.0 -269.5 -360.94] /2 [-32768.0 2.0 2.0 -270.0 201.88 228.0 265.68 1.0 0.0 0.0 237 0 obj /LastModified (D:20220718130313+02'00') /StructParents 115 All rights reserved. /P 21 0 R /K [543 0 R 544 0 R 545 0 R 546 0 R 547 0 R 548 0 R] /Border [0 0 0] 2) A Merrill Edge Self-Directed CMA account is an investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment and a Visa card. endobj /Pg 29 0 R endobj 1.0 9.5 -361.66] /A << /Encoding << Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. >> >> endobj endobj /S /P >> /C /Pa12 U.S. based stock funds categorized by company size, style and geography. endobj /P 21 0 R /Pg 33 0 R /K 8 /PageWidthList << Vanguard expense ratios are available at the fund's website under "(. /C2_0 379 0 R /DocumentID << /S /L /K 3 /Pg 40 0 R >> /7 [-32768.0 5.0 4.0 -306.0 59.04 306.0 59.04 1.0 0.0 0.0 71 0 obj /C /Pa12 To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. >> >> /C /Pa12 /CropBox [0.0 0.0 612.0 792.0] endobj endobj /Type /Page /S /H3 >> /11 [-32768.0 7.0 2.0 -270.0 271.92 219.697 289.777 1.0 0.0 0.0 /S /L /Tabs /S << Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. << /S /H4 /Type /Border /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 315.6 1.0 0.0 0.0 218 1858 0 R 219 1859 0 R 220 1860 0 R 221 1907 0 R 222 [172 0 R 1923 0 R 1924 0 R 1924 0 R 1925 0 R 174 0 R 1926 0 R 1927 0 R 1927 0 R 1928 0 R 2006 0 R 2007 0 R 2008 0 R 2009 0 R 2010 0 R 2011 0 R 2012 0 R 2013 0 R 2014 0 R 2015 0 R >> /10 [-32768.0 12.0 4.0 -306.0 -128.7 306.0 -128.7 1.0 0.0 0.0 /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /InDesign << 84 0 obj 36 0 obj >> To find precious metals stocks at Merrill Edge, just open the broker's stock screener by clicking on the Research tab in the top menu and then selecting Stocks. /Contents 511 0 R /P 21 0 R endobj /Contents 504 0 R /S /H3 << /BS << << /Font << /T1_0 359 0 R The following table displays all of the mutual funds in our database offered by Merrill Lynch. /Last 39 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /DR << /LineHeight 8.0 endobj >> WebWIth Merrill Edge, one cannot specify a fractional number of shares of a fund to sell. /K [31 920 0 R 32] << /ExtGState << 13 0 obj >> 326 0 obj /K [750 0 R 751 0 R] /S /H4 /ArtBox [0.0 0.0 612.0 792.0] /C /Pa11 /Contents ( About Optional Services page 6 ) /P 21 0 R 1.0 0.0 -128.7] If your portfolio has more funds than individual stocks, fee-free trades will save you money. /Pg 30 0 R /0 13845 /Subtype /Link >> /S /H3 1608 0 R 1609 0 R 1610 0 R 1610 0 R 1611 0 R 1612 0 R 1613 0 R 1614 0 R 1615 0 R 1615 0 R /StartIndent 4.0 /K 7 139 0 obj /Pg 44 0 R You should consult your legal and/or tax advisors before making any financial decisions. 1.0 -185.4 -253.98] 143 0 obj /K [863 0 R 864 0 R 865 0 R 866 0 R] 117 1009 0 R] >> /BleedBox [0.0 0.0 612.0 792.0] /Font << /CS0 [/ICCBased 350 0 R] You can only select up to 5 securities to compare. /C /Pa39 The indexes diversification should determine the number of index funds you buy. << >> /ArtBox [0.0 0.0 612.0 792.0] endobj /K [590 0 R 591 0 R 592 0 R 593 0 R 594 0 R] /ParentTree 22 0 R /ExtGState << << 1.0 0.0 -166.2] Webhow to sell mutual funds on merrill edge. << >> /8 [-32768.0 7.0 4.0 -36.25 62.75 -35.75 122.712 1.0 0.0 0.0 endobj 1937 0 R 1937 0 R 427 0 R 435 0 R 451 0 R 470 0 R 1938 0 R 434 0 R 454 0 R 1939 0 R 994 0 R 995 0 R 996 0 R 996 0 R 997 0 R 998 0 R 75 0 R 999 0 R 1000 0 R 1000 0 R /P 21 0 R /S /L /K 850 0 R >> /K 826 0 R Merrill Edge Mutual Fund Redemption Fee Broker Mutual Fund Redemption Fees In addition to the broker-imposed redemption fee, many mutual funds themselves also impose short-term trading charges. /P 21 0 R endobj 80 0 obj /P 21 0 R << << endobj /StructParents 137 << 102 933 0 R 103 934 0 R 104 935 0 R 105 936 0 R 106 937 0 R /O /Layout /A 2072 0 R /P 21 0 R Stocks and ETFs. /4 [-32768.0 2.0 4.0 -306.0 16.56 306.0 16.56 1.0 0.0 0.0 1.16 -668.16 -504.0] endobj << /Subtype /Link /K 67 I currently have three accounts with ML: 1. endobj /Border [0 0 0] /TrimBox [0.0 0.0 612.0 792.0] << /9 [-32768.0 6.0 2.0 219.697 259.68 270.0 265.68 1.0 0.0 0.0 /PageItemUIDToLocationDataMap << /8 [-32768.0 8.0 2.0 -35.5406 352.5 73.125 369.0 1.0 0.0 0.0 140 0 obj stream /K [556 0 R 557 0 R 558 0 R 559 0 R 560 0 R 561 0 R 562 0 R 563 0 R 564 0 R 565 0 R] /P 21 0 R 1567 0 R 1568 0 R 1569 0 R 1570 0 R 1571 0 R 1572 0 R 1573 0 R 1574 0 R 1575 0 R 1576 0 R /Pg 43 0 R /Font << << /C /Pa12 /0 17195 /S /S (BRO-06-22-0390.indd:Account Statement Linking:4306) [27 0 R /XYZ 35 212 null] /P 21 0 R /K 838 0 R (gmh3JN5Q00ay4dz2mQypKw) 463 0 R (jBaOnLm67UiY9MK0FlUasw) 464 0 R (kqa2sv8WbkCfWqAWT0hYVQ) 465 0 R (la44EhME3US-3CwZUQLBGg) 466 0 R (ncjHi7EMTkWlBbdgNuzQ1g) 467 0 R 122 0 obj /0 [-32768.0 0.0 2.0 -270.0 -360.0 -9.0 335.52 1.0 0.0 0.0 << Press question mark to learn the rest of the keyboard shortcuts Where I ran in to trouble on the Mac was with the account number . /K [643 0 R 644 0 R] >> Table Of Contents Template Canva, needs, many mutual funds offer more than one "class" of shares - generally Class A, Class C , and no-load shares. >> /BaseFont /Helvetica /TextAlign /Center 1800 0 R 85 0 R 1801 0 R 1802 0 R 1803 0 R 1804 0 R 1805 0 R 1806 0 R 1806 0 R 1807 0 R 51 0 obj /BS << /S /H3 /P 21 0 R endobj 101 0 obj /StructParent 107 /D [40 0 R /Fit] 291 0 R 292 0 R 293 0 R 294 0 R 295 0 R 296 0 R 297 0 R 298 0 R 299 0 R 300 0 R /P 21 0 R 1.0 -266.62 -347.62] /GS5 356 0 R /LastModified (D:20220718130313+02'00') 179 [223 0 R 225 0 R 227 0 R 229 0 R 231 0 R 233 0 R 1409 0 R 1410 0 R 1411 0 R 1412 0 R Merrill Edge provides 30 cost-free ETF or equity trades a month to customers who have $50k or more in qualifying Bank of America deposit accounts and/or qualifying Merrill Edge and Merrill Lynch investment accounts. /P 21 0 R endobj /Pg 31 0 R /StructParents 181 >> /PageWidthList << /Contents ( Inter Company Transfer of Funds page 7 ) 1.0 9.5 -559.42] /K [660 0 R 661 0 R 662 0 R] /P 21 0 R endobj /LastModified /T1_5 362 0 R /S /H3 /S /L 198 0 obj /0 612.0 /Names [(V3aLNaWGyEKQLjji-WYQfw) 451 0 R (W2NW8QH5GUuM7k84WMG_HA) 197 0 R (W6pGNlUf1EuyW8z0CUvSYA) 452 0 R (WN1Xx-3cI0OZkvASpS7FLw) 453 0 R (Wi_YEs_6hUGAvqFC3el3zw) 454 0 R /0 [-32768.0 12.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /P 21 0 R 243 0 obj /S /H3 1.05499 -602.82 -524.227] >> 223 1925 0 R 224 1928 0 R 225 1931 0 R 226 1939 0 R 227 1949 0 R /Type /Border /A 2076 0 R /T1_0 359 0 R 1885 0 R 1886 0 R 1887 0 R 1888 0 R 1889 0 R 1890 0 R 1891 0 R 1892 0 R 1892 0 R 1893 0 R /LineHeight 8.0 >> /H /N /SpaceAfter 3.0 Merrill Edge is an online brokerage firm that offers a variety of investment products such as stocks, bonds, mutual funds, options, and ETFs at a discounted price. >> >> >> endobj /NumberOfPageItemsInPage 10 /Pg 48 0 R /W 0 endobj /Pg 32 0 R /Pg 50 0 R /Pg 30 0 R /S /H3 /NumberOfPageItemsInPage 5 /T1_1 361 0 R /ProcSet [/PDF /Text] /5 [-32768.0 3.0 0.0 153.0 -382.5 270.0 -349.187 1.0 0.0 0.0 /LastModified << You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. /P 21 0 R 46 0 obj /Tabs /S >> /O /Layout << /T1_2 360 0 R << When you rebalance, you sell winning investments in this case, mutual funds and use that. 39 0 obj /S /Note /NumberofPages 1 /BleedBox [0.0 0.0 612.0 792.0] >> /3 [-32768.0 3.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 162 0 obj /Pg 31 0 R View mutual fund definitions from our glossary, including: Identify your objectives, risk tolerance, time horizon, investment experience and liquidity needs, Decide which mutual funds match your investor profile, Look closer at specific funds within various categories, Access your accounts and market information anytime with our, Choose a target fund aligned to your goals. /P 21 0 R 147 [1236 0 R 1237 0 R 154 0 R 1238 0 R 1239 0 R 1240 0 R 1241 0 R 1242 0 R 1243 0 R 156 0 R (BRO-06-22-0390.indd:About Margin Lending:4317) [29 0 R /XYZ 314 303 null] /11 [-32768.0 9.0 2.0 324.6 -190.8 476.4 -78.6 1.0 0.0 0.0 I'm currently funding the Roth IRA with monthly payments pulled from the CMA below. /P 21 0 R Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. /2 [-32768.0 5.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /StructParent 99 A separate client agreement is needed. 1.0 296.522 330.48] endobj 25 0 obj Select a Non-Taxable Fixed Income category, Select a International Fixed Income category, Ratings based on risk-adjusted return after expenses, Other fees may apply. 314 0 obj Mutual . 12 0 obj << /CS0 [/ICCBased 350 0 R] /SpaceAfter 6.0 /PageTransformationMatrixList << /GS3 498 0 R As of March 2012: Boglehead-style investing at Merrill Edge, Merrill Edge tips, links, and general orientation. (BRO-06-22-0390.indd:Opening an Account:4299) [25 0 R /XYZ 35 759 null] Access articles, tutorials and educational courses about mutual funds and how they fit into your portfolio goals. /ExtGState << /P 21 0 R /Pg 26 0 R 324 0 obj /Pg 48 0 R /LastModified (D:20220718130313+02'00') << >> /Placement /Block >> /SpaceAfter 3.0 /O /Layout 1.0 -315.478 330.48] Over the past years, I have discovered several tools and products that have helped me tremendously on my path to financial freedom: P.S. /S /H3 166 0 obj >> >> >> << /NumberOfPageItemsInPage 4 >> /Type /Page /O /Layout endobj /Tabs /S /PageTransformationMatrixList << << /LineHeight 8.0 /C /Pa12 /P 21 0 R /S /L 1.0 296.522 330.48] /K [897 0 R 898 0 R 899 0 R 900 0 R 901 0 R 902 0 R] /K [745 0 R 746 0 R] 226 0 obj /LineHeight 8.0 The process is as easy as trading in any other asset. /Placement /Block << /P 21 0 R >> >> 208 1764 0 R 209 920 0 R 210 [1766 0 R 1767 0 R 1768 0 R 1769 0 R 77 0 R 1770 0 R 1771 0 R 1772 0 R 79 0 R 1773 0 R /K 34 /K 834 0 R /Pg 31 0 R 1.0 -269.5 -359.5] /O /Layout /TrimBox [0.0 0.0 612.0 792.0] VTSMX tracks the CRSP US Total Market Index. /CropBox [0.0 0.0 612.0 792.0] /S /L /Type /Annot /Contents 416 0 R << /P 21 0 R /C /Pa11 Most assets can be transferred using a transfer, including cash, stocks, funds and bonds. << /S /H4 /P 21 0 R /K 1 1253 0 R 1254 0 R 1255 0 R 1256 0 R 1257 0 R 160 0 R 162 0 R 1258 0 R 1259 0 R 1260 0 R 1.0 0.0 -10692.0] << /ExtGState << >> $0 option trades are subject to a $0.65 per-contract fee. /Font << /12 [-32768.0 10.0 2.0 321.0 -396.0 471.0 -226.0 1.0 0.0 0.0 /Type /Border Personal Capital Advisors Corporation (PCAC) compensates MA for new leads. << This platform offers excellent customer service, integrated investment and banking opportunities, educational resources, and high-quality research. 1.0 -315.478 330.48] << /P 21 0 R 119 0 obj /T1_1 360 0 R /A 2070 0 R /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 344.16 1.0 0.0 0.0 >> 148 0 obj endobj 344 0 obj /Border [0 0 0] >> /Tabs /S /S /S /S /H3 /S /L << /S /H3 233 0 obj /0 967 /CropBox [0.0 0.0 612.0 792.0] 117 0 obj /O /Layout /C /Pa12 /Border [0 0 0] >> /P 21 0 R /LastModified >> /Annots [372 0 R 373 0 R] >> /S /H3 1.0 0.0 -993.78] >> /Resources << 147 0 obj /NumberofPages 1 /SpaceAfter 4.0 /Annots [487 0 R] >> 83 0 obj 1529 0 R 1530 0 R 1531 0 R 1532 0 R 1533 0 R 1534 0 R 1534 0 R 1535 0 R 1536 0 R 1537 0 R] /T1_0 359 0 R /Kids [40 0 R 24 0 R 25 0 R 26 0 R 41 0 R] /Annots [516 0 R 517 0 R] /SpaceBefore 1.0 /S /S She began her editorial career at a financial website in the U.K. over 20 years ago and has been contributing to The Ascent since 2019. /GS2 378 0 R (bs8U-CXcgUC5U3FtwFwpjw) 459 0 R (bxnMVT7deEGUBM5OUEdPow) 460 0 R (eHErYCo7KEihIh8R5kGDng) 461 0 R (ewC6gsNRoEydYk3Nj8dkzQ) 150 0 R (fnoEXfiqUUWYjk1ubRgmpg) 462 0 R endobj /Type /Page /Pg 30 0 R /K [713 0 R 714 0 R 715 0 R 716 0 R] >> endobj /Names [(BRO-06-22-0390.indd:.89089:4360) [24 0 R /Fit] It was launched in 2010. /P 21 0 R /P 21 0 R /C /Pa39 (BRO-06-22-0390.indd:5 3:4399) [30 0 R /XYZ 35 176 null] /T1_1 361 0 R /A 867 0 R /S /H2 /S /P /P 21 0 R << << 214 1837 0 R 215 1849 0 R 216 1854 0 R 217 1857 0 R /Contents ( Funds Transfer Service page 7 ) 1.0 -94.32 -255.6] Read the information on the next page. 1853 0 R 1853 0 R 1854 0 R 125 0 R 1855 0 R 1856 0 R 1856 0 R 1856 0 R 1856 0 R 1856 0 R /0 13909 /A 825 0 R 91% Stocks, 3.76% Fixed Income, 5.34% Cash. 93 0 R 1053 0 R 1054 0 R 1055 0 R 1056 0 R 1057 0 R 1058 0 R 95 0 R 1059 0 R 1060 0 R /K [549 0 R 550 0 R 551 0 R 552 0 R 553 0 R 554 0 R 555 0 R] /A 2066 0 R 181 [243 0 R 245 0 R 247 0 R 249 0 R 251 0 R 253 0 R 255 0 R 257 0 R 1499 0 R 1500 0 R /4 [-32768.0 2.0 4.0 -306.0 -19.92 306.0 -19.92 1.0 0.0 0.0 /13 [-32768.0 3.0 2.0 -30.6 -204.24 230.4 -192.0 1.0 0.0 0.0 << /TrimBox [0.0 0.0 612.0 792.0] /C /Pa12 << 30 0 obj /PageUIDList << 331 0 obj 178 0 obj An example of a redemption fee is 2% charge it is sold in less than 3 months after purchase. /BS << endobj << << /S /H3 /SpaceAfter 3.0 endobj /LineHeight 6.5 /S /H3 The Ascent does not cover all offers on the market. >> /P 21 0 R /GS6 357 0 R 1.0 -315.478 330.48] /Pg 28 0 R /Type /Annot >> /A 2083 0 R /S /TOC /A 2077 0 R /C /Pa12 All information on this site is for informational and educational purposes only. /S /P << An investment advisory program that combines the best features of online investing with a professionally managed portfolio. /K 6 /PieceInfo << >> /S /L /ProcSet [/PDF /Text] Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. /C2_0 379 0 R /Pg 30 0 R ] 19 0 obj /0 [11174.0 0.0 2.0 -270.0 -360.0 -9.0 356.4 1.0 0.0 0.0 /S /L >> /C /Pa15 /Contents 515 0 R /Count 5 >> /K 62 /Rotate 0 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /S /H4 Charles Schwab routinely offers bonuses just for opening a new account. /Contents 394 0 R /Group 496 0 R >> /StructParents 210 325 0 obj /Border [0 0 0] 319 0 obj 8 0 obj endobj << /Pg 32 0 R /StartIndent 4.0 endobj /O /Layout >> /PageTransformationMatrixList << mutual funds. /SpaceBefore 9.0 /PageUIDList << /Pg 42 0 R >> /StructParents 183 << /PageWidthList << Merrill Edge Money Market Rates View Top 10 List You can find Merrill's bond screener under Research > Screeners > Fixed Income Screener. /ExtGState << /T1_3 364 0 R /Pg 45 0 R >> /H /N >> 968 0 R 969 0 R 970 0 R 971 0 R 71 0 R 972 0 R 973 0 R 974 0 R 975 0 R 976 0 R /P 21 0 R /P 21 0 R Capital One and Merrill Edge offer more than just low-cost commissions. /C2_0 379 0 R << 135 0 obj /O /Layout endobj << << /OriginalDocumentID /C /Pa12 /H /N endobj /K 27 /Pg 44 0 R /Subtype /Link Merrill Edge Money Market Rates Merrill Edge bonuses vary depending on funding amount: /2 [-32768.0 13.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /A0 << 199 0 obj /0 13820 >> >> 1.0 -195.0 304.32] No information provided on TopRatedFirms.com should be considered a /NumberofPages 1 In order to avoid the $39.95 short-term mutual fund trading fee, no shares may be sold for at least 90days once a customer purchases a NTF mutual fund. << /CropBox [0.0 0.0 612.0 792.0] 69 0 obj /GS1 352 0 R /C /Pa16 /S /P << >> endobj /K 36 /StructParents 179 /11 [-32768.0 8.0 2.0 -270.0 229.32 -9.0 273.12 1.0 0.0 0.0 /P 21 0 R Merrill Edge, founded in 2010, is an online brokerage firm under the parent company, Bank of America. 691 0 R] /H /N /S /L /PageItemUIDToLocationDataMap << >> /InDesign << 1.0 -269.5 -597.86] << /T1_1 365 0 R Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal endobj 1441 0 R 1442 0 R 1443 0 R 1444 0 R 1445 0 R 1446 0 R 1447 0 R 1448 0 R 1449 0 R 1450 0 R /K [575 0 R 576 0 R] /InDesign << /NumberofPages 1 302 0 obj /0 612.0 /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute 26. endobj /S /H4 193 0 obj /C /Pa12 /K 670 0 R /StructParents 121 232 0 obj /0 44575 /ArtBox [0.0 0.0 612.0 792.0] /5 [-32768.0 3.0 4.0 -306.0 -172.8 306.0 -172.8 1.0 0.0 0.0 /Contents ( Account Information page 6 ) /SpaceAfter 9.0 1043 0 R 1044 0 R 1045 0 R 1046 0 R 1047 0 R 1048 0 R 1049 0 R 1050 0 R 1051 0 R 1052 0 R >> 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 288 0 obj /MediaBox [0.0 0.0 612.0 792.0] << /GS0 351 0 R /K 26 << 109 0 obj endobj /H /N 234 0 obj /9 [-32768.0 7.0 4.0 -306.0 -396.0 306.0 -396.0 1.0 0.0 0.0 >> /PageWidthList << /K 58 /K [880 0 R 881 0 R 882 0 R 883 0 R] /0 34936 >> /P 21 0 R /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 51.6 1.0 0.0 0.0 /Subtype /Link 1358 0 R 1359 0 R 1360 0 R 1361 0 R 1362 0 R 1363 0 R 1364 0 R 1365 0 R 1366 0 R 1367 0 R endobj /T1_1 365 0 R >> /K 650 0 R >> /Name /Helv WebCreate is a multi-purpose theme that gives you the power to create many different styles of websites. endobj /NumberofPages 1 /S /H2 /Resources << endobj /Pg 40 0 R /Pg 42 0 R /C /Pa11 /K [537 0 R 538 0 R 539 0 R] /Pg 50 0 R << >> /S /L 1001 0 R 1002 0 R 1003 0 R 1004 0 R 1005 0 R 1006 0 R 1006 0 R 1007 0 R 1008 0 R 1008 0 R /S /H3 1.0 -269.5 -555.319] Today, Let's Make, Save & Invest Our Money!! 1.0 0.0 59.04] /Border [0 0 0] /C /Pa7 155 0 obj /OriginalDocumentID 37 0 obj 1.0 -269.5 -359.5] /K [645 0 R 646 0 R 647 0 R 648 0 R] >> MisterBill. /PageTransformationMatrixList << In addition to brokerage accounts, Merrill Edge also offers IRA accounts. >> endobj Will there be any capital gains or other tax implications for the sale of Vanguard funds. /DocumentID by Emma Newbery | To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. 1940 0 R 469 0 R 1941 0 R 460 0 R 1942 0 R 422 0 R 1943 0 R 442 0 R 1944 0 R 441 0 R Brokerage. /Pa15 << 1.0 0.0 235.38] endobj 1.0 219.9 0.0] /GS2 497 0 R /P 21 0 R << >> /S /L /P 21 0 R /NumberOfPageItemsInPage 15 endobj /Pg 30 0 R /ArtBox [0.0 0.0 612.0 792.0] /StructParent 111 >> /StructParents 148 211 0 R 212 0 R 213 0 R 214 0 R 215 0 R 216 0 R 217 0 R 218 0 R 219 0 R 220 0 R Press CTRL + Q to read quote window information. /3 [-32768.0 3.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 endobj /S /H3 >> /1 [-32768.0 1.0 0.0 -315.0 -333.0 315.0 0.0 1.0 0.0 0.0 /Pg 30 0 R endobj /S /H4 /P 21 0 R market mutual fund from BlackRock or BofA Global Capital Management as an automatic cash sweep option. /Pg 41 0 R /S /H3 << endobj >> This and other information may be found in each fund's prospectus or summary prospectus, if available. /7 [-32768.0 5.0 4.0 -306.0 69.0 306.0 69.0 1.0 0.0 0.0 >> endobj /K [5 520 0 R 6] 1.0 296.522 330.48] 200 0 obj /StructParent 105 >> /ColorSpace << /OriginalDocumentID (BRO-06-22-0390.indd:1:4207) [26 0 R /XYZ 350 204 null] /C /Pa14 /8 [-32768.0 6.0 4.0 -306.0 158.7 306.0 158.7 1.0 0.0 0.0 /K [859 0 R 860 0 R 861 0 R 862 0 R] /T1_1 360 0 R /S /L << /TrimBox [0.0 0.0 612.0 792.0] 317 0 R 318 0 R 318 0 R 920 0 R 319 0 R 320 0 R 1765 0 R] << /O /Layout endobj /H /N /K 24 >> >> You may only need one or two if you invest in well-diversified funds. /Rotate 0 /P 21 0 R Furthermore, there is a $39.95 fee for NTF funds if the mutual fund is sold in less than 3 months after purchase. (BRO-06-22-0390.indd:.89158:4377) [28 0 R /Fit] /A 483 0 R >> >> /ArtBox [0.0 0.0 612.0 792.0] /H /N endobj /0 17211 >> Could Not Find Function Read_csv R, forward and inverse modelling in geophysics, how to pair lenovo wireless keyboard and mouse. 1378 0 R 1379 0 R 1379 0 R 1380 0 R 1381 0 R 1381 0 R 1382 0 R 1383 0 R 1384 0 R 1385 0 R << /S /P /P 21 0 R /Pg 27 0 R endobj /ColorSpace << 260 0 obj >> Press J to jump to the feed. << /Sh1 367 0 R Save my name, email, and website in this browser for the next time I comment. /LineHeight 8.0 1501 0 R 1502 0 R 1503 0 R 1504 0 R 1505 0 R 1506 0 R 1507 0 R 1508 0 R 1508 0 R 1509 0 R /NumberOfPageItemsInPage 8 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /T1_1 360 0 R /LineHeight 8.5 >> >> /P 21 0 R 251 0 R 252 0 R 253 0 R 254 0 R 255 0 R 256 0 R 257 0 R 258 0 R 259 0 R 260 0 R /SpaceAfter 4.0 >> /S /S /O /Layout /Pg 42 0 R Can I Buy Vanguard Funds Through Merrill Edge? /PageWidthList << >> >> /K [888 0 R 889 0 R] /K 2 /BS << /S /H3 441 0 R 1945 0 R 440 0 R 1946 0 R 419 0 R 1947 0 R 428 0 R 1948 0 R 1948 0 R 745 0 R >> /P 21 0 R /S /H3 /K [612 0 R 613 0 R] /GS1 352 0 R Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. /ExtGState << 74 0 obj endobj >> /A << << 1.0 296.522 330.48] >> >> /CS0 [/ICCBased 350 0 R] 1.0 -54.3434 377.35] << /P 21 0 R /GS0 351 0 R As at Morgan Stanley, Merrill Lynch's ban on buying Vanguard mutual funds doesn't apply to Vanguard ETFs. /T1_3 365 0 R /A 2065 0 R /StructParents 162 /W 0 Sign up today for Stock Advisor and get access to our exclusive report where you can get the full scoop on this company and its upside as a long-term investment. Returns include fees and applicable loads. /T1_3 364 0 R /P 21 0 R /Placement /Block In taxable accounts, the balanced funds will not allow you to sell either stocks or bonds, you must sell both, which can have less optimal tax consequences than if you can choose one or the other, such as in a 3-fund portfolio. /C2_0 379 0 R /Kids [27 0 R 28 0 R 29 0 R 34 0 R 42 0 R] 928 0 R 929 0 R 929 0 R 930 0 R 930 0 R 931 0 R 931 0 R 932 0 R 932 0 R 933 0 R /Type /Page /Pg 49 0 R /LastModified (D:20220719111037+02'00') 1195 0 R 1196 0 R 1197 0 R 1198 0 R 1199 0 R 141 0 R 1200 0 R 1201 0 R 1202 0 R 1203 0 R /Type /Pages /2 [14296.0 2.0 2.0 -270.0 -360.0 270.0 -49.8 1.0 0.0 0.0 /S /H4 160 0 obj Taking risk, cost and performance measures into account, each quarter we highlight up to five mutual funds for each category. /PageTransformationMatrixList << /ColorSpace << /Type /Pages /Type /Metadata >> >> << >> << /O /Layout Understanding What Happens When You Liquidate Mutual Funds. 1712 0 R 1713 0 R 1714 0 R 1715 0 R 1716 0 R 1717 0 R 1718 0 R 1719 0 R 1720 0 R 1721 0 R 298 0 obj >> /LastModified The withdrawal procedure is as follows: Obtain an individual distribution form from Merrill Lynch. /GS0 351 0 R No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. endobj 1.0 -269.5 -359.5] >> /Pg 30 0 R << You can fund your account directly from your linked Bank of America account or another bank account (which will take up to 3 days.) endobj >> >> /W 0 You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. endobj 57 0 obj endobj In fact, you've probably used this company's technology in the past few days, even if you've never had an account or even heard of the company before. 261 0 R 262 0 R 263 0 R 264 0 R 265 0 R 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R /Pg 27 0 R /S /L >> 1.0 -266.62 -347.62] /S /H2 endobj >> /Annots [395 0 R 396 0 R 397 0 R 398 0 R 399 0 R 400 0 R] /P 21 0 R /P 21 0 R 203 0 obj The table below shows that E*Trade and Merrill Edge differ by a little more than $3 for most trades, a small difference for infrequent traders. endobj endobj /C /Pa12 Select link to get a quote. 1.0 0.0 -172.8] << /Rect [36.0 417.488 297.0 408.192] endstream /P 21 0 R >> 322 0 obj /T1_3 365 0 R /P 21 0 R 1.0 -264.444 275.268] /PageUIDList << Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. /Pg 41 0 R /LastModified /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /GS1 352 0 R /StructParent 114 /S /H3 (BRO-06-22-0390.indd:Securities-Based Loans Disclosure Statement:4321) [32 0 R /XYZ 35 760 null] endobj >> 295 0 obj /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] There are also protections against bank collapse, such as FDIC insurance. endobj /Parent 19 0 R << /C /Pa12 /ID (rCM7NRItD0GWupcgd-bOTg) /0 612.0 746 0 R 178 0 R 179 0 R 180 0 R 181 0 R 182 0 R 183 0 R 184 0 R 185 0 R 186 0 R endobj /P 21 0 R /GS3 417 0 R endobj endobj /PieceInfo << 65 0 obj 271 0 obj /0 612.0 It provides investors with access to a wide range of investments, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Banking products are provided by Bank of America, N.A. 1 0 obj /P 21 0 R << /0 612.0 /Pg 46 0 R Here's how they compare for IRA accounts. /12 [-32768.0 2.0 2.0 -270.0 -204.24 -42.9 -189.6 1.0 0.0 0.0 /Font << The volatility of crypto is risky enough without adding in the risk of platform failure. << << /S /H5 /K 9 /S /P /S /Note >> /A 916 0 R /BBox [458.838 744.872 576.003 778.909] /Subtype /Link << 1.0 0.0 -264.0] 306 0 obj Merrill Edge customers have three choices for uninvested cash: a money market mutual fund, an FDIC-sweep program, and SIPC insurance. /K 18 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] Multiple Photo Comparison, Weve found one company thats positioned itself perfectly as a long-term picks-and-shovels solution for the broader crypto market Bitcoin, Dogecoin, and all the others. /Pg 50 0 R 183 0 obj /S /H3 /PageItemUIDToLocationDataMap << /Annots [385 0 R 386 0 R 387 0 R 388 0 R 389 0 R 390 0 R 391 0 R 392 0 R] The building blocks of Boglehead-style investing are low- expense-ratio index mutual funds and/or exchange-traded funds (ETFs). 1633 0 R 1634 0 R 1635 0 R 152 0 R 1636 0 R 1637 0 R 1638 0 R 1638 0 R 1639 0 R 1640 0 R /S /S /Type /Annot /Pg 33 0 R /C /Pa12 Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. 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