/Font << << /Contents ( Direct Deposit page 6 ) /Nums [121 [89 0 R 1016 0 R 1017 0 R 1018 0 R 1019 0 R 1020 0 R 1021 0 R 1022 0 R 1023 0 R 1024 0 R (BRO-06-22-0390.indd:Account Statement Linking:4306) [27 0 R /XYZ 35 212 null] 4 0 obj Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. /Pg 46 0 R /LastModified (D:20220718130313+02'00') /S /L /C /Pa12 72 0 obj 75 0 obj endobj Gemini Earn customers get their money back, Copyright, Trademark and Patent Information. >> /Type /Page << To learn more about Merrill pricing, visit. endobj >> /T1_3 365 0 R /Pg 40 0 R The performance data contained herein represents past performance which does not guarantee future results. /Rect [36.0 363.088 297.0 353.792] endobj 317 0 obj /CropBox [0.0 0.0 612.0 792.0] 1.0 400.5 -134.7] 221 0 R 222 0 R 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R /O /Layout /T1_2 361 0 R >> endobj endobj /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] 1261 0 R 1262 0 R 1263 0 R 1264 0 R 1265 0 R 164 0 R 1266 0 R 1267 0 R 1267 0 R 1268 0 R /K 726 0 R << /T1_6 365 0 R >> << << >> /PageItemUIDToLocationDataMap << /0 [11781.0 0.0 2.0 -270.0 -360.0 -9.0 329.76 1.0 0.0 0.0 All rights reserved. /7 [-32768.0 5.0 4.0 -306.0 59.04 306.0 59.04 1.0 0.0 0.0 << /Pg 28 0 R /T1_2 360 0 R /LastModified /S /H4 /K 67 /O /Layout << 346 0 obj << (BRO-06-22-0390.indd:.89109:4365) [27 0 R /Fit] endobj /Suspects false /S /P /SpaceAfter 4.0 /K 14 Wood Preservative Chemicals, >> >> Groundfloor offers fantastic short-term, high-yield bonds that can add diversification to your portfolio! 943 0 R 944 0 R 944 0 R 945 0 R 945 0 R 64 0 R 65 0 R 946 0 R 947 0 R 948 0 R /5 [-32768.0 3.0 4.0 -306.0 -172.8 306.0 -172.8 1.0 0.0 0.0 There are costs associated with owning ETFs. /C /Pa12 4,032,228 reviews on ConsumerAffairs are verified. 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 /Tabs /S endobj Merrill Edge's mutual fund fees are high as the broker charges a $20 per transaction commission (buy, sell, or exchange). /Font << /StructParents 115 << 227 0 obj /P 21 0 R /K 7 /Pa8 << /TrimBox [0.0 0.0 612.0 792.0] 1451 0 R 1452 0 R 1453 0 R 1454 0 R 1455 0 R 1456 0 R 1457 0 R 1458 0 R 1459 0 R 1460 0 R /NumberofPages 1 >> 791 0 R] >> /1 [13649.0 1.0 2.0 9.0 -360.0 270.0 277.2 1.0 0.0 0.0 184 0 obj 105 0 obj endobj /PageItemUIDToLocationDataMap << /Contents ( Securities Based Loans Disclosure Statement page 18 ) 1.0 0.0 227.4] /Group 349 0 R >> /P 21 0 R /C2_0 379 0 R (BRO-06-22-0390.indd:.89158:4377) [28 0 R /Fit] /W 0 /InDesign << >> /K 75 /Type /Border >> 1253 0 R 1254 0 R 1255 0 R 1256 0 R 1257 0 R 160 0 R 162 0 R 1258 0 R 1259 0 R 1260 0 R << Single funds may be right for new mutual fund investors, Target-date funds help you invest toward time-sensitive goals, Active funds offer flexibility in volatile markets, Passive funds generally charge fewer fees, Past performance measures, such as 3- and 5-year returns, though past performance is no guarantee of future results, Other fees may apply. /K 1 /P 21 0 R << /P 7 0 R << /Type /Page /H /N >> endobj << endobj /Type /Border 1.0 296.522 330.48] /GS2 353 0 R /StructParent 105 /S /H4 endobj /K 846 0 R @~*B)RE@pvZF$G+3]b98EUmwW?W7.e\G:+W?`iWK.ybS0#?e1mxNB3n/zFyb\g6FaZ0 2V{9n+7<. 73 0 R 985 0 R 986 0 R 987 0 R 988 0 R 989 0 R 990 0 R 991 0 R 992 0 R 993 0 R /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /Pg 49 0 R 253 0 obj /Type /Annot endobj >> /P 21 0 R /ColorSpace << >> /BleedBox [0.0 0.0 612.0 792.0] >> /S /H3 0.282135 -270.0 335.687] >> /NumberOfPageItemsInPage 6 << endobj /P 21 0 R /1 [-32768.0 14.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 The indexes diversification should determine the number of index funds you buy. After I created a second account , I inadvertently let the Mac update the one password for the site to my wife's password but that's invalid for my account number. 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 >> /InDesign << /P 21 0 R Mutual funds and taxes: A primer to help lighten the load, Client Relationship Summary (Form CRS) (PDF), Member Securities Investor Protection (SIPC), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. by Emma Newbery | >> 143 0 obj 1.0 -268.06 -359.5] /ArtBox [0.0 0.0 612.0 792.0] /SpaceAfter 4.0 endobj /P 21 0 R 249 0 obj << /Border [0 0 0] /Contents ( Account Statement Linking page 6 ) 1.0 -9.47762 384.79] >> /H /N >> >> We may be compensated by the firms we review (see Terms Of Use). /S /L /DisplayDocTitle true /C /Pa12 /ExtGState << 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. More: Check out our updated list of best crypto apps including one offer with a $100 crypto bonus. << endobj endobj Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. /1 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 << /0 967 << 187 0 obj Opened in 2016. Whether you're just starting out or seeking fresh ideas, Merrill provides timely tools and relevant resources along each step of your investing journey. endobj 289 0 obj << /S /H3 << 119 0 obj >> << >> With Merrill Edge SelfDirected, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. 122 0 obj /S /Note Copyright 2009-2023 ACM MEDIA LLC. That control, though, comes for a price -- your time and patience. 1.0 0.0 -396.0] endobj /S /L >> /0 11555 >> 181 0 obj /P 21 0 R 29 0 obj >> >> /3 [-32768.0 7.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /A 849 0 R /Encoding 9 0 R /NumberOfPageItemsInPage 5 endobj HWk. /BS << /K 35 /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 345.6 1.0 0.0 0.0 /ArtBox [0.0 0.0 612.0 792.0] endobj endobj /Pg 30 0 R /T1_1 361 0 R >> << All rights reserved. /StructParents 137 /Pg 30 0 R Veterans Tribute Softball Showcase 2022, /Border [0 0 0] /NumberofPages 1 /MediaBox [0.0 0.0 612.0 792.0] /S /H4 /K 43 << 120 0 obj 10 year returns are provided for funds with greater than 10 years of history. >> >> /Border [0 0 0] (BRO-06-22-0390.indd:About the Merrill Lynch Direct Deposit Program:4322) [33 0 R /XYZ 35 760 null] Return targets are between 10-25% and you can start with just $100! Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde Mutual funds offer long-term investors a simple way to build a portfolio to help meet a range of investing goals. /Pg 32 0 R The company is a subsidiary of Bank of America Merrill Lynch, and was launched in 2010. /ExtGState << Robinhood offers the industry's highest rate of << /S /P /LineHeight 16.0 endobj 1.0 0.0 -30.72] /K [827 0 R 828 0 R 829 0 R 830 0 R 831 0 R 832 0 R] /O /Layout << Switching from Average Cost to Actual Cost means you can pick which lot (s) the . /Tabs /S /K 59 291 0 obj >> Merrill Edge investment account or be transferred out of your Merrill Edge investment account whatever you instruct. << /K 72 /S /H3 Merrill Edge offers several services to help customers in building their investment portfolios. >> 91 0 obj /OriginalDocumentID 161 0 R 162 0 R 163 0 R 164 0 R 165 0 R 166 0 R 167 0 R 168 0 R 169 0 R 170 0 R 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. /PageWidthList << /C /Pa12 /Pg 32 0 R /LastModified /PageTransformationMatrixList << >> /S /H3 /Parent 6 0 R << 44 0 obj >> The brokerage firm also has a managed account service that starts at 0.45%. 61 0 obj /2 [-32768.0 4.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 241 0 obj /PageTransformationMatrixList << /ProcSet [/PDF /Text] 195 0 obj Opened in 2009. /Pg 47 0 R /S /H3 /Pg 28 0 R /S /H4 /S /S << /T1_2 361 0 R /OriginalDocumentID >> /K [674 0 R 675 0 R 676 0 R 677 0 R] 186 0 obj /Subtype /Link endobj /0 612.0 /SpaceAfter 3.0 /O /Layout Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. /ArtBox [0.0 0.0 612.0 792.0] /ColorSpace << The SEC is pursuing cases against several crypto lenders on the basis that these interest-bearing accounts are a type of security. 1222 0 R 1223 0 R 1224 0 R 1225 0 R 1225 0 R 1226 0 R 1227 0 R 1228 0 R 1229 0 R 1230 0 R 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] /P 21 0 R endobj To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Other fees may apply. << /S /L 133 0 obj /ProcSet [/PDF /Text] /K 0 >> << /DocumentID /0 13861 /A 2064 0 R /C /Pa12 With all this information at your fingertips, it's easy to analyze funds anddecide which ones work best foryou. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Tyler Winklevoss, one of Gemini's founders, hit back at the SEC on Twitter. /DocumentID endobj endobj 145 0 obj >> /C /Pa12 278 0 obj >> endobj Fidelity takes the edge for NTF mutual funds, although broker-assisted trades are slightly more expensive than with Merrill Edge. /0 17211 157 0 obj 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 MisterBill. /P 21 0 R /P 21 0 R Today, Let's Make, Save \u0026 Invest Our Money!! /SpaceAfter 9.0 /A 2071 0 R 136 0 obj 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. /Subtype /Link /K [717 0 R 718 0 R] << /GS4 499 0 R >> endobj >> >> /ProcSet [/PDF /Text] /OriginalDocumentID /InDesign << /K 36 >> /BleedBox [0.0 0.0 612.0 792.0] 255 0 obj /Font << We are unable to supply ratings data at this time. 1.0 9.5 -359.5] >> /PageItemUIDToLocationDataMap << >> /Subtype /Link 74 0 obj /PageUIDList << /Pg 24 0 R /K [616 0 R 617 0 R 618 0 R] /First 15 0 R /Resources << /Pg 50 0 R /DocumentID >> /P 21 0 R VOO vs SPY: Head To Head Comparison With Investing Tips, investing in index funds does not involve significant active management. Merrill Edge and Fidelity both provide benefits to a range of investors, including no-fee transactions. 307 0 obj endobj These include fully informing investors about the risks involved, something the SEC says Gemini and Genesis did not do. /K 848 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.) /P 21 0 R 2) Take a look at M1 Finance, my favorite broker. /Pg 27 0 R << 1.0 0.0 -182.88] 1.0 -315.478 330.48] /0 44575 /CropBox [0.0 0.0 612.0 792.0] /C /Pa4 As of March 2012: Boglehead-style investing at Merrill Edge, Merrill Edge tips, links, and general orientation. I'm currently funding the Roth IRA with monthly payments pulled from the CMA below. /Resources << /GS3 417 0 R 102 0 obj 1.0 8.42 -362.02] 114 0 obj /S /L Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. >> >> << /Rotate 0 /InDesign << /ColorSpace << << /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /GS1 352 0 R >> /T1_3 365 0 R /S /P /ArtBox [0.0 0.0 612.0 792.0] /BleedBox [0.0 0.0 612.0 792.0] /NumberOfPageItemsInPage 8 >> /P 21 0 R /S /L endobj /TextIndent -20.0 /LastModified /ColorSpace << /LineHeight 30.0 /T1_3 364 0 R /LastModified 153 0 obj Merrill Edge has no commissions on options trades, though you will still have to pay $0.65 per contract, a fairly typical charge among brokerages. endobj /K [873 0 R 874 0 R 875 0 R] /P 21 0 R /T1_2 360 0 R /GS1 351 0 R /C /Pa11 endobj Try it out, it's free! You can fund your account directly from your linked Bank of America account or another bank account (which will take up to 3 days.) 1.0 0.0 -993.78] endobj /LineHeight 8.0 A portfolio made up of 60% stocks and 40% bonds could quickly become a 70%/30% split instead. /MediaBox [0.0 0.0 612.0 792.0] 130 0 obj /O /Layout /S /H3 >> /Font << /0 612.0 /T1_5 362 0 R /P 21 0 R /A << /S /H3 /C /Pa0 272 0 obj Some times are more appropriate than others, for cashing out of a mutual fund. /S /L When you purchase or redeem a mutual fund, your brokerage company may charge you a trade fee. endobj /P 21 0 R /OriginalDocumentID /Lang (en) << 187 0 R 188 0 R 189 0 R 189 0 R 189 0 R 1949 0 R 1949 0 R 190 0 R 191 0 R 191 0 R /TextAlign /Center (BRO-06-22-0390.indd:Securities-Based Loans Disclosure Statement:4321) [32 0 R /XYZ 35 760 null] /C /Pa12 /PageWidthList << 1.0 294.697 334.68] 1.0 296.522 330.48] /K [853 0 R 854 0 R 855 0 R 856 0 R] /GS1 352 0 R /K 670 0 R mutual funds. >> /S /H3 Review selection criteria Domestic Equity Account minimums Let's keep it simple: Neither Merrill Edge nor Vanguard . Explore mutual funds through your personal lens of priorities and values. << /W 0 /K [663 0 R 664 0 R 665 0 R 666 0 R 667 0 R 668 0 R] /PageWidthList << /Pg 40 0 R /0 [11174.0 0.0 2.0 -270.0 -360.0 -9.0 356.4 1.0 0.0 0.0 151 0 R 152 0 R 153 0 R 154 0 R 155 0 R 156 0 R 157 0 R 158 0 R 159 0 R 160 0 R 202 0 obj any investment. /2 [-32768.0 0.0 2.0 -270.0 -360.0 -9.0 190.8 1.0 0.0 0.0 226 0 obj /StartIndent 24.0 /H /N /P 21 0 R /SpaceBefore 18.0 endobj This and other information may be found in each fund's prospectus or summary prospectus, if available. << /K 54 /BleedBox [0.0 0.0 612.0 792.0] /W 0 /Parent 6 0 R >> << /K 73 /S /L >> /LastModified 230 2001 0 R 231 2016 0 R 232 [2017 0 R 2018 0 R 2019 0 R 2020 0 R 2021 0 R 2022 0 R 288 0 R 2023 0 R 2024 0 R 2025 0 R /O /Layout We require contact information to ensure our reviewers are real. >> 1306 0 R 1307 0 R 1308 0 R 1309 0 R 261 0 R 1310 0 R 1311 0 R 1312 0 R 1313 0 R 1314 0 R endobj /C /Pa12 /C /Pa12 << To buy Vanguard funds through Merrill Edge, you need to set up your Merrill Edge brokerage account. We use intelligent software that helps us . 2. >> /Type /Page 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. endobj /C /Pa7 /PageItemUIDToLocationDataMap << /S /P 265 0 obj << /Pg 42 0 R 252 0 obj << /K 30 /C /Pa15 << /Type /Border endobj /C /Pa7 >> We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. >> /P 21 0 R 1323 0 R 1324 0 R 1325 0 R 1326 0 R 1327 0 R 1328 0 R 1329 0 R 267 0 R 1330 0 R 1331 0 R << /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> 245 0 obj << 1368 0 R 1369 0 R 1370 0 R 1371 0 R 1372 0 R 1373 0 R 1374 0 R 1375 0 R 1376 0 R 1377 0 R /Pg 24 0 R /Sh0 366 0 R endobj /CropBox [0.0 0.0 612.0 792.0] endobj /StructParents 207 >> 147 0 R 1746 0 R 1747 0 R 1748 0 R 1749 0 R 1750 0 R 1751 0 R] Click on the Cash tile and you'll find the Transfer Cash tab beneath the tile. Merrill Edge offers 85 Vanguard mutual funds to investors. /LastModified (D:20220718130313+02'00') /P 21 0 R /A 732 0 R /S /L >> 127 0 obj /K [608 0 R 609 0 R] /S /L >> $0 option trades are subject to a $0.65 per-contract fee. /GS0 351 0 R << << /T1_1 365 0 R /S /L /P 21 0 R >> /GS1 352 0 R /K [869 0 R 870 0 R] /PageWidthList << /ID (W2NW8QH5GUuM7k84WMG_HA) /Border [0 0 0] /S /S /Pa0 << endobj /P 21 0 R /2 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 << /S /L /P 21 0 R << /ExtGState << /Tabs /S 59 0 obj /C /Pa12 /K 30 103 0 obj This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. /K [859 0 R 860 0 R 861 0 R 862 0 R] /StructParent 95 /Subtype /Link /T1_1 360 0 R /CropBox [0.0 0.0 612.0 792.0] >> With an automatic cash sweep feature, also known as a "Primary Money Account," you do not need to contact your financial advisor or a Merrill Edge representative to deposit or withdraw funds from your Primary Money Account. /S /L /S /H3 /T1_0 359 0 R /O /Layout >> 1.0 296.522 330.48] 1.0 0.0 -107.4] >> /T1_2 361 0 R /K 650 0 R /Type /Page /C /Pa12 /K [694 0 R 695 0 R] >> >> endobj /7 [-32768.0 5.0 4.0 -306.0 145.5 306.0 145.5 1.0 0.0 0.0 /CropBox [0.0 0.0 612.0 792.0] << << /P 21 0 R /Limits [121 233] endobj 102 933 0 R 103 934 0 R 104 935 0 R 105 936 0 R 106 937 0 R /SpaceAfter 3.0 /Rect [36.0 528.723 297.0 517.914] 1025 0 R 1026 0 R 1027 0 R 1028 0 R 1028 0 R 1029 0 R 1030 0 R 1031 0 R 1032 0 R 1033 0 R One of the cons to Merrill Edge's MarketPro is that you have to make at least 15 trades per quarter or maintain a $50,000 balance in total assets. $0 option trades are subject to a $0.65 per-contract fee. >> 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 endobj 1.0 -269.5 -371.481] << Next, click on Stock Screener in the new menu that appears. Brokerage Total Mutual Funds << /Title <4D657272696C6C2045646765AE2053656C662D44697265637465642043617368204D616E6167656D656E74204163636F756E74AE28434D41AE204163636F756E742920446973636C6F737572657320616E64204163636F756E742041677265656D656E74> 1135 0 R 1136 0 R 1137 0 R 1138 0 R 1139 0 R 111 0 R 1140 0 R 1141 0 R 1142 0 R 1143 0 R /Contents 506 0 R >> /Pa12 << endobj /LineHeight 8.0 1341 0 R 1342 0 R 1343 0 R null null 1344 0 R 1345 0 R 1346 0 R 1347 0 R] /P 21 0 R 69 0 obj 1269 0 R 1270 0 R 1271 0 R 1272 0 R 1273 0 R] /4 [-32768.0 2.0 4.0 -306.0 -19.92 306.0 -19.92 1.0 0.0 0.0 >> >> 98 0 obj >> 111 0 R 112 0 R 113 0 R 114 0 R 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 112 943 0 R 113 944 0 R 114 945 0 R 115 [67 0 R 960 0 R 961 0 R 962 0 R 963 0 R 964 0 R 965 0 R 69 0 R 966 0 R 967 0 R /T1_0 359 0 R /PageUIDList << ALSO: Small-cap equities can add a lot of upside to a portfolio while mitigating risks. /MediaBox [0.0 0.0 612.0 792.0] << /ArtBox [0.0 0.0 612.0 792.0] /A 843 0 R /GS0 352 0 R /BleedBox [0.0 0.0 612.0 792.0] >> >> /O /Layout /S /L /Parent 17 0 R State laws and individual circumstances may vary, consult your financial adviser, attorney, or CPA before you make any decisions or take any action that could affect your business.Links included in this description might be affiliate links. 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 You can filter a vast universe of mutual funds based on specific criteria you choose and adjust. /P 21 0 R /Pg 27 0 R Help take the guesswork out of managing your portfolio by selecting a target allocation fund or target date fund aligned to your investment goals. Press CTRL + Q to read quote window information. << /DocumentID 1.0 0.0 216.6] No Load Mutual Fund Fees1 /C /Pa11 /Limits [87 117] /4 [-32768.0 2.0 4.0 -306.0 -264.0 306.0 -264.0 1.0 0.0 0.0 /P 21 0 R /A 2072 0 R >> /BS << /P 21 0 R /K 71 endobj All rights reserved. (BRO-06-22-0390.indd:1:4207) [26 0 R /XYZ 350 204 null] 1.0 -269.5 -188.5] 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 >> 116 0 obj >> /K 0 >> /Rect [36.0 445.923 297.0 435.114] /W 0 /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 Merrill Guided Investing with an advisor is available with at least $20,000 for a 0.85% annual fee. /ProcSet [/PDF /Text] endobj >> Press J to jump to the feed. Get up to $600 when you open a new Merrill Edge account with at least $20,000. How Much Does it Cost to buy Vanguard/Fidelity mutual fund on Merrill Edge? Merrill Edge customers can trade more than 4,000 mutual funds. Over 800 of these come with no load and no transaction fee. Mutual funds with a transaction fee are $19.95 to trade. Assuming you do not qualify for cost-free ETFs, it is up to you to evaluate whether the ETF trading fee is worth the cost (depending on the amount you want to invest, and the duration), vs. the NTF (no transaction fee) mutual funds listed below. 1894 0 R 1895 0 R 1896 0 R 1897 0 R 1898 0 R 1899 0 R 1900 0 R 1900 0 R 131 0 R 1901 0 R >> endobj >> /Rotate 0 /T1_0 359 0 R endobj /S /H3 endobj /ExtGState << /LineHeight 8.0 1.0 296.522 330.48] /K 0 /K [781 0 R 782 0 R 783 0 R 784 0 R 785 0 R 786 0 R 787 0 R 788 0 R 789 0 R 790 0 R >> (BRO-06-22-0390.indd:Other Fees and Charges:4319) [30 0 R /XYZ 35 692 null] This and other information may be found in each fund's prospectus or summary prospectus, if available. /K 9 >> /Pg 41 0 R /C /Pa11 /Border [0 0 0] We have not reviewed all available products or offers. /Pg 45 0 R 1622 0 R null 1623 0 R 1624 0 R null 1625 0 R 1626 0 R null 1627 0 R 1628 0 R /P 21 0 R /LastModified endobj /MediaBox [0.0 0.0 612.0 792.0] /Type /Page /S /P /Pg 31 0 R /O /Layout /T1_0 359 0 R /S /S /K 3 1.0 9.5 -361.66] The building blocks of Boglehead-style investing are low-expense-ratio index mutual funds and/or exchange-traded funds (ETFs). /Font << Always read the prospectus or summary prospectus carefully before you invest or send money. 1.0 -143.1 -144.0] However, the transaction fee for index mutual funds is $19.95. endobj 203 0 obj >> /C2_0 379 0 R << 191 0 R 1950 0 R 192 0 R 193 0 R 194 0 R 195 0 R 196 0 R 750 0 R 751 0 R] /S /P /Pg 26 0 R /MediaBox [0.0 0.0 612.0 792.0] >> /Type /Page /T1_2 360 0 R 341 0 obj >> (BRO-06-22-0390.indd:Direct Deposit:4310) [27 0 R /XYZ 314 195 null] 147 0 obj /CropBox [0.0 0.0 612.0 792.0] /ID (aZUxdn8pAEmRjRgEAg5Ldg) /H /N Taking risk, cost and performance measures into account, each quarter we highlight 3-5 funds in each category. /ProcSet [/PDF /Text] >> /P 21 0 R endobj null 1629 0 R 1630 0 R null 1631 0 R 692 0 R 693 0 R 694 0 R 695 0 R 1632 0 R /Rect [36.0 265.523 297.0 254.714] /Pg 30 0 R endobj 287 0 obj /S /L /NumberOfPageItemsInPage 4 /PieceInfo << >> /Border [0 0 0] (BRO-06-22-0390.indd:.89105:4364) [26 0 R /Fit] >> stream >> /Rect [36.0 295.123 297.0 284.314] 1.0 0.0 145.5] Use pre-defined screens to find funds with no transaction. 158 0 obj >> 8 0 obj /T1_0 359 0 R /S /S Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. /StructParent 102 (BRO-06-22-0390.indd:.89166:4379) [29 0 R /Fit] endobj << /0 58999 For performance information current to the most recent month end, please contact us. >> 1.0 0.0 -10692.0] /Rotate 0 All rights are reserved. /O /Layout 1.0 -315.478 330.48] 271 0 obj There are costs associated with owning ETFs. /TrimBox [0.0 0.0 612.0 792.0] >> /StructParent 112 /PageWidthList << >> >> endobj /K 21 0 R /K 7 << To sell a mutual fund from your Account overview page, first select the Holdings tab. /Rotate 0 >> /A << >> Have a look here (link to M1 Finance). /PageWidthList << /Subtype /Link /Pg 46 0 R /Resources << /ProcSet [/PDF /Text] /SpaceAfter 4.0 /K 26 endobj /S /H4 endobj /P 21 0 R /P 21 0 R Fee for index mutual funds to investors MEDIA LLC Always read the prospectus or prospectus... 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