294 0 obj /K 724 0 R 213 [119 0 R 1829 0 R 1830 0 R 1831 0 R 1832 0 R 1832 0 R 121 0 R 1833 0 R 1834 0 R 1835 0 R >> /S /H4 Gemini Earn customers get their money back, Copyright, Trademark and Patent Information. /S /H4 691 0 R] << endobj >> << 1.0 9.5 -479.601] >> /H /N /K [694 0 R 695 0 R] 6 0 obj /Tabs /S 22 0 obj /S /P 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 endobj /9 [-32768.0 7.0 4.0 -306.0 -396.0 306.0 -396.0 1.0 0.0 0.0 This page was last edited on 15 April 2021, at 20:24. 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. /P 21 0 R endobj /GS7 502 0 R (BRO-06-22-0390.indd:Opening an Account:4299) [25 0 R /XYZ 35 759 null] If you are trading a non-margin account at Merrill Edge, you may have seen that the funds that come from selling stocks, funds, ETFs, and options have settlement 5 0 obj It is possible to avoid the need for a transfer by simply selling your investments in one brokerage account and repurchasing those assets of different assets in a different brokerage account. /P 21 0 R >> << >> /P 21 0 R endobj >> https://www.bogleheads.org/w/index.php?title=Merrill_Edge&oldid=74217. 255 0 obj /SpaceAfter 1.0 185 0 obj >> << 305 0 obj /S /L >> /C /Pa12 endobj /K [540 0 R 541 0 R 542 0 R] by Emma Newbery | /K 62 /Pg 28 0 R endobj << /2 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /C /Pa39 >> /C /Pa12 << 141 0 R 142 0 R 143 0 R 144 0 R 145 0 R 146 0 R 147 0 R 148 0 R 149 0 R 150 0 R endobj 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 /A 725 0 R All information on this site is for informational and educational purposes only. /A 2074 0 R /LastModified /GS0 351 0 R << /K [31 920 0 R 32] /PageUIDList << It is not intended to be investment advice. /PieceInfo << 1469 0 R 1470 0 R 1471 0 R 1472 0 R 1473 0 R 1474 0 R 1475 0 R 1476 0 R] /OriginalDocumentID /Parent 17 0 R /K 17 /P 21 0 R 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 /P 21 0 R /Tabs /S To buy Vanguard funds through Merrill Edge, you need to set up your Merrill Edge brokerage account. /Parent 17 0 R /K 5 /DR << 1.0 -268.06 -359.5] >> /Pg 34 0 R >> >> Thus, the Bogleheads forum and Wiki tends to be Vanguard-oriented. /LineHeight 10.0 >> /A 723 0 R A separate client agreement is needed. >> Vanguard ETF transactions, on the other hand, have no transaction fee. << /Sh0 366 0 R /Tabs /S >> 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 You can adjust these settings all by yourself simply by going to 'Help & Support' in the top menu of the broker's website and choosing 'Dividend Reinvestment Settings' under 'Account Preferences.' /Pg 32 0 R /K 28 To learn more about Merrill pricing, visit, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. 1.0 -7.92 -162.0] 286 0 obj 246 0 obj Gain a comprehensive understanding of a mutual fund with Fund Story, a curated and engaging experience that empowers you to pursue your investing goals with clarity and confidence. "The recent collapse of crypto asset lending programs and the suspension of Genesis' program underscore the critical need for platforms offering securities to retail investors to comply with the federal securities laws," said Gurbir S. Grewal, Director of the SEC's Division of Enforcement. << >> /PageItemUIDToLocationDataMap << /K 726 0 R >> /11 [-32768.0 9.0 2.0 324.6 -190.8 476.4 -78.6 1.0 0.0 0.0 /S /L /P 21 0 R >> /S /L /P 21 0 R 1.0 0.0 51.1516] /T1_1 361 0 R (BRO-06-22-0390.indd:Account Information:4303) [27 0 R /XYZ 35 684 null] ET. 120 0 obj >> >> /W 0 endobj /K [633 0 R 634 0 R 635 0 R 636 0 R 637 0 R 638 0 R] /P 21 0 R endobj /S /L >> endobj Enter your personal information, including your name, date of birth, phone number, and Merrill Lynch bank account number. /LastModified Stocks and ETFs. >> /S /L /P 21 0 R /C /Pa12 >> /P 21 0 R 314 0 obj /H /N /S /H4 231 0 R 232 0 R 233 0 R 234 0 R 235 0 R 236 0 R 237 0 R 238 0 R 239 0 R 240 0 R >> /T1_2 360 0 R /Type /Annot /1 [11290.0 1.0 2.0 9.0 -360.0 270.0 336.96 1.0 0.0 0.0 The reason is more with the IRS than with the bank. /Pg 30 0 R /P 21 0 R /InDesign << >> 95 0 obj /S /H4 1.0 -162.509 377.35] /TrimBox [0.0 0.0 612.0 792.0] /CS0 [/ICCBased 350 0 R] /Contents ( Automated Investing page 6 ) /StartIndent 18.0 T. Rowe Price Total Equity Market Index Fund (. /K [910 0 R 911 0 R 912 0 R 913 0 R 914 0 R] /PageUIDList << /S /H3 /DocumentID << /K 1 /K 0 /P 21 0 R 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 /S /S /S /H4 /K [792 0 R 793 0 R] A fund manager handles the accounts trading activities, providing clients with a passively managed investment that builds their portfolio.if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[580,400],'mrmarvinallen_com-medrectangle-3','ezslot_6',107,'0','0'])};__ez_fad_position('div-gpt-ad-mrmarvinallen_com-medrectangle-3-0'); FYI: The best way I've found to invest in ETFs is through M1 Finance. /Pg 24 0 R /Type /Border "They never raised the prospect of any enforcement action until AFTER Genesis paused withdrawals on November 16th," he said. /K 88 /S /Figure >> PFI Rating: 4.9/5. 344 0 obj /A 754 0 R endobj << /CS0 [/ICCBased 350 0 R] /2 [-32768.0 5.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /ColorSpace << endobj /ExtGState << /O /Layout 231 0 obj << /O /Layout /T1_0 359 0 R /Type /Annot >> Always read the prospectus or summary prospectus carefully before you invest or send money. endobj >> /Pg 50 0 R << /S /H2 ] >> /S /P 250 0 obj /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /P 21 0 R /Resources << << /LineHeight 7.0 (BRO-06-22-0390.indd:Historical Pricing and Valuation Service:4305) [27 0 R /XYZ 35 302 null] >> 311 0 R 312 0 R 313 0 R 314 0 R 315 0 R 316 0 R 317 0 R 318 0 R 319 0 R 320 0 R] /SpaceAfter 7.0 /Pg 30 0 R /MediaBox [0.0 0.0 612.0 792.0] /Pg 46 0 R /PieceInfo << /W 0 /S /H4 endobj Copyright 2018 - 2023 The Ascent. /S /L 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. Better than those who are charging $4.95, /Type /Annot 16 0 obj /Pg 33 0 R 287 0 obj /A 2078 0 R /H /N endobj /P 21 0 R >> Always read the prospectus or summary prospectus carefully before you invest or send money. /S /H3 Fixed Income and Bonds There are several fields here that need to be completed, such as from (any available account will appear in here, so be sure to select the brokerage account you want to move cash out of) and to. /S /Note /Resources << /S /H3 >> If you have a Merrill Edge account, you can buy index funds such as Vanguard funds. 1.0 132.84 216.32] >> /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 309.6 1.0 0.0 0.0 endobj If your Merrill Edge investment account and/or the designated bank account. /ArtBox [0.0 0.0 612.0 792.0] /C /Pa12 /P 21 0 R /P 21 0 R This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. << >> /ArtBox [0.0 0.0 612.0 792.0] /S /L >> /K [805 0 R 806 0 R 807 0 R 808 0 R 809 0 R 810 0 R 811 0 R 812 0 R] >> endobj endobj << 166 0 obj /S /H4 Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. 104 0 obj 298 0 obj /K 67 /PageWidthList << /S /P /P 21 0 R Charles Schwab routinely offers bonuses just for opening a new account. /S /H4 endobj Send your mutual fund company a written . 179 0 obj Each share class represents an interest in the same mutual fund's investment portfolio, but with different fees and expenses. ACM MEDIA LLC publishes content for educational purposes only, does not offer endobj /S /S /K [681 0 R 682 0 R 683 0 R 684 0 R 685 0 R 686 0 R 687 0 R 688 0 R 689 0 R 690 0 R >> 340 0 obj 10 year returns are provided for funds with greater than 10 years of history. /K 30 /K 7 >> << mrmarvinallen.com is not a registered investment or financial advisor. /K 34 >> (BRO-06-22-0390.indd:.89153:4376) [28 0 R /Fit] /0 [13633.0 0.0 2.0 -270.0 -360.0 -9.0 322.8 1.0 0.0 0.0 1.0 296.522 330.48] /T1_3 362 0 R >> /BleedBox [0.0 0.0 612.0 792.0] /P 21 0 R >> /LastModified (D:20220719112238+02'00') >> /Kids [43 0 R 30 0 R 31 0 R 44 0 R 45 0 R] /Contents ( Remittance Transfers page 8 ) >> >> endobj >> endobj market mutual fund from BlackRock or BofA Global Capital Management as an automatic cash sweep option. 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 >> /BS << /0 44575 /Border [0 0 0] /LineHeight 16.0 >> 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. /Pg 24 0 R Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. >> needs, many mutual funds offer more than one "class" of shares - generally Class A, Class C , and no-load shares. /Annots [516 0 R 517 0 R] The company is a endobj Current performance may be lower or higher than the performance quoted. 9 0 obj /Tabs /S 1.0 9.86 -358.06] The performance data contained herein represents past performance which does not guarantee future results. How to Select the Right Mutual Funds for Your Portfolio - Merri 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. endobj 280 0 obj endobj /11 [-32768.0 12.0 4.0 -306.0 -182.88 306.0 -182.88 1.0 0.0 0.0 /7 [-32768.0 5.0 4.0 -306.0 -107.4 306.0 -107.4 1.0 0.0 0.0 >> /CS0 [/ICCBased 350 0 R] /S /H4 /0 [13025.0 0.0 2.0 -270.0 -360.0 -9.0 322.56 1.0 0.0 0.0 /Resources << 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R /S /H3 >> >> >> /P 21 0 R /Pa23 << Try it out, it's free! Grab your last chance to get 12 free stocks valued up to $30,600. All rights reserved. /LineHeight 8.0 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 /OriginalDocumentID << /OriginalDocumentID >> 1.0 0.0 -993.78] /P 21 0 R /Pg 27 0 R /W 0 /K 52 /Rect [36.0 192.723 297.0 181.914] << >> 1.0 -143.1 -144.0] >> NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. /A 2062 0 R endobj /S /L >> /P 21 0 R Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. >> /K [614 0 R 615 0 R] /PageWidthList << /NumberOfPageItemsInPage 4 /C /Pa12 293 0 obj /GS1 352 0 R /SpaceAfter 4.0 /K 3 /C /Pa11 /T1_3 365 0 R Each fund must have $100 million or greater ($500 million for Large Cap funds) in assets under management across all share classes offered by the fund. /P 21 0 R /OriginalDocumentID /PageTransformationMatrixList << >> /H /N endobj /TrimBox [0.0 0.0 612.0 792.0] 0.282135 153.0 -382.5] /ArtBox [0.0 0.0 612.0 792.0] /GS6 357 0 R /P 21 0 R /Shading << << << To buy Vanguard funds /PageItemUIDToLocationDataMap << 1.0 8.42 -362.02] /O /Layout /12 [-32768.0 11.0 4.0 -270.0 269.92 -261.776 281.74 1.0 0.0 0.0 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] 1.0 219.9 0.0] endobj You can become private real estate investor without the burden of property management! 3) Fundrise is by far the best way I've found to invest in Real Estate. /K [612 0 R 613 0 R] To learn more about Merrill pricing, visit our /Type /Page /A 2076 0 R 14 0 obj 1.0 -54.3434 377.35] << 1.0 0.0 149.76] /P 21 0 R /Sh0 366 0 R /LineHeight 6.5 << More: Check out our updated list of best crypto apps including one offer with a $100 crypto bonus. /S /L /S /L endobj Given that Merrill Edge and TD Ameritrade charge nearly $20 and $50 per mutual fund transaction, respectively, shopping from free funds could save you thousands of dollars in transaction. 33 0 obj /Type /Border 1.0 0.0 135.6] 1.0 -94.32 -255.6] /Names [(BRO-06-22-0390.indd:.89089:4360) [24 0 R /Fit] WebSales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. >> Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. /NumberOfPageItemsInPage 4 /C2_0 379 0 R 743 0 R] Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. << /A 2061 0 R >> 143 0 obj 171 0 obj /StructParent 98 >> endobj /5 [-32768.0 3.0 4.0 -306.0 126.3 306.0 126.3 1.0 0.0 0.0 297 0 obj /Rotate 0 >> 1.0 0.0 16.56] /6 [-32768.0 4.0 4.0 -306.0 135.6 306.0 135.6 1.0 0.0 0.0 >> 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. /O /Layout << /Pg 27 0 R 938 0 R 939 0 R 939 0 R 940 0 R 940 0 R 941 0 R 941 0 R 942 0 R 942 0 R 943 0 R << /P 21 0 R >> 116 984 0 R endobj /C /Pa9 >> 153 0 obj /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 309.6 1.0 0.0 0.0 1 0 obj 1.16 -668.16 -504.0] /T1_5 362 0 R /ExtGState << 1.0 296.522 330.48] 210 0 obj Mutual funds with a transaction fee are $19.95 to trade. /S /L /A 908 0 R /CS0 [/ICCBased 350 0 R] 10 year returns are provided for funds with greater than 10 years of history. /Length 10703 endobj /StructParent 100 The broker applies this commission to purchases, sales, and exchanges. /PageWidthList << /T1_0 359 0 R endobj 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 /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /Rotate 0 /K [769 0 R 770 0 R 771 0 R 772 0 R 773 0 R 774 0 R 775 0 R] /ColorSpace << /K 74 1.0 294.697 334.68] /Border [0 0 0] >> >> >> /A << 1.0 -315.478 330.48] /LastModified /Pg 50 0 R /K 72 /ID (ewC6gsNRoEydYk3Nj8dkzQ) /Pg 50 0 R /K 670 0 R 117 0 obj /S /L /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /5 [-32768.0 10.0 4.0 -306.0 148.0 306.0 148.0 1.0 0.0 0.0 1061 0 R 97 0 R 1062 0 R 1063 0 R 1064 0 R 1065 0 R 1066 0 R 1067 0 R 1068 0 R 1069 0 R >> 1204 0 R 1205 0 R 1206 0 R 1207 0 R 1208 0 R 1209 0 R 1210 0 R 1211 0 R 143 0 R 1212 0 R /K [708 0 R 709 0 R 710 0 R 711 0 R] >> /Pg 41 0 R 1395 0 R 1396 0 R 1397 0 R 1398 0 R 1398 0 R 1398 0 R 1399 0 R 1400 0 R 1401 0 R 1402 0 R /NumberOfPageItemsInPage 4 /C /Pa11 ** Life of Fund (LOF) returns are provided for funds with less than 10 years of history and are as of the fund's inception date. /K 0 << 1.0 296.522 330.48] /Encoding 9 0 R /CropBox [0.0 0.0 612.0 792.0] 336 0 obj /PieceInfo << /P 21 0 R When commission-free. 229 0 obj << << /Pg 31 0 R 1987 0 R 1988 0 R 1989 0 R 1990 0 R 1991 0 R 1992 0 R 1993 0 R 1994 0 R 1995 0 R 1996 0 R Copyright 2023 FactSet. /GS2 378 0 R 1.0 0.0 -172.8] Wood Preservative Chemicals, 301 0 obj endobj /Pg 29 0 R /S /H3 /S /P /S /S /P 21 0 R Merrill offers funds for every type of investor, from actively managed funds that offer the expertise of professional portfolio managers to lower-cost alternatives with no load or transaction fees, although mutual funds have other costs and fees. /0 13845 1. /C /Pa12 Free and $0 means there is no commission charged for these trades. 1144 0 R 1145 0 R 113 0 R 1146 0 R 1147 0 R 1148 0 R 1149 0 R 115 0 R 1150 0 R 1151 0 R 257 0 obj /Pg 50 0 R /ProcSet [/PDF /Text] endobj /LastModified 233 0 obj (BRO-06-22-0390.indd:1:4207) [26 0 R /XYZ 350 204 null] >> /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 endobj 1.0 -315.478 330.48] >> 1876 0 R 1877 0 R 1878 0 R 1879 0 R 1880 0 R 1881 0 R 1882 0 R 129 0 R 1883 0 R 1884 0 R 183 [272 0 R 272 0 R 274 0 R 276 0 R 278 0 R 280 0 R 282 0 R 284 0 R 286 0 R 1538 0 R << << endobj /O /Layout endobj /LineHeight 8.0 /Contents ( About Your Accounts page 2 ) /T1_1 360 0 R 66 0 obj 85 0 obj /P 21 0 R /ColorSpace << >> /Contents ( Investing page 3 ) /P 21 0 R /K 75 /K 3 /H /N /PageTransformationMatrixList << /O /Layout >> /CS0 [/ICCBased 350 0 R] 249 0 obj /S /H3 /P 21 0 R 26 0 obj /Contents 348 0 R 1079 0 R 1080 0 R 1081 0 R 1082 0 R 1082 0 R 1083 0 R 1084 0 R 1085 0 R 1086 0 R 1087 0 R /P 21 0 R >> /S /L /PageUIDList << /PageUIDList << >> /GS0 351 0 R /A 820 0 R /P 21 0 R /BS << Of the 4,000, only 900 have no transaction fees. << 147 0 obj To help simplify self-directed investing, we have developed a screening process for mutual funds offered through Merrill Edge. >> 1.0 0.0 13.8] << /Annots [402 0 R] << /InDesign << >> >> /PageTransformationMatrixList << << 1.0 -315.478 330.48] /1 [-32768.0 0.0 2.0 9.0 -360.0 270.0 345.6 1.0 0.0 0.0 >> /StructParents 210 >> /StructParent 111 /P 21 0 R /BleedBox [0.0 0.0 612.0 792.0] /ColorSpace << 203 1627 0 R 204 1629 0 R 205 1631 0 R 206 1639 0 R 207 [null 1752 0 R 1753 0 R 1754 0 R 1755 0 R 1756 0 R 1757 0 R 301 0 R 1758 0 R 1759 0 R 276 0 obj /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /S /H4 /NumberofPages 1 /CS0 [/ICCBased 350 0 R] /ProcSet [/PDF /Text] You can filter a vast universe of mutual funds based on specific criteria you choose and adjust. /S /L >> endobj endobj << >> Once you have the screener open, put a tick mark next to Materials under the heading Sector & Industry Group. 259 0 obj (BRO-06-22-0390.indd:.89097:4362) [25 0 R /Fit] Investing in index funds allows you to make steady returns since the aim is to earn what the market earns. 209 0 obj /CropBox [0.0 0.0 612.0 792.0] /Subtype /Type1 /C /Pa7 /Contents 511 0 R 1.0 296.522 330.48] /P 21 0 R /ExtGState << /CropBox [0.0 0.0 612.0 792.0] << /ExtGState << /BleedBox [0.0 0.0 612.0 792.0] 2) Take a look at M1 Finance, my favorite broker. >> 2. Please read it carefully before you invest. /C /Pa11 /H /N /T1_4 365 0 R << /PageUIDList << The most important thing you need to know about how to sell mutual funds may be when you should get out of a fund. /K 12 << /C /Pa12 /Rotate 0 1.0 -315.478 330.48] << /Pg 28 0 R /T1_2 360 0 R << /4 [-32768.0 6.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 272 0 obj 322 0 obj /Type /Catalog >> /A 749 0 R /Pg 31 0 R /PageItemUIDToLocationDataMap << >> 50 0 obj 2049 0 R 295 0 R 2050 0 R 2051 0 R 2052 0 R 2053 0 R 297 0 R 2054 0 R 2055 0 R 299 0 R (BRO-06-22-0390.indd:.89101:4363) [25 0 R /Fit] 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 >> /W 0 1244 0 R 1245 0 R 1246 0 R 1247 0 R 1248 0 R 1249 0 R 158 0 R 1250 0 R 1251 0 R 1252 0 R /C /Pa11 >> /P 21 0 R Type a symbol or company name and press Enter. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. /S /L endobj /IDTree 14 0 R /H /N >> /O /Layout 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 /S /Figure /K [521 0 R 522 0 R 523 0 R 524 0 R 525 0 R 526 0 R 527 0 R 528 0 R 529 0 R] >> /S /H3 >> /A 916 0 R 10 0 obj /P 21 0 R << 1641 0 R 1642 0 R 1643 0 R 1644 0 R 1645 0 R 1645 0 R 1646 0 R 1647 0 R 1648 0 R 1649 0 R endobj endobj /InDesign << 268 0 obj /P 21 0 R /Pg 25 0 R Merrill Edge offers several services to help customers in building their investment portfolios. Just their retirement planner alone has become an invaluable tool to keep myself on track financially. 1108 0 R 1109 0 R 1110 0 R 1111 0 R 1112 0 R 1113 0 R 1114 0 R 1115 0 R 1116 0 R 1117 0 R /P 21 0 R /K 0 /Contents ( About Fees page 12 ) /PageTransformationMatrixList << /StructParents 148 >> You can fund your account directly from your linked Bank of America account or another bank account (which will take up to 3 days.) Other fees may apply. Use our powerful screeners to easily find funds with no transaction. >> /K 13 /Next 482 0 R /P 21 0 R /T1_1 360 0 R >> /StructParent 93 4. 1759 0 R 303 0 R 304 0 R 305 0 R 1760 0 R 1761 0 R 1761 0 R 307 0 R 1762 0 R 1763 0 R /0 612.0 /P 21 0 R /LineHeight 6.5 /TrimBox [0.0 0.0 612.0 792.0] /TrimBox [0.0 0.0 612.0 792.0] << /Pg 50 0 R >> << /Pa3 << 119 0 obj 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 /O /Layout << endobj >> 70 0 obj /P 21 0 R 323 0 obj /Pg 49 0 R 224 0 obj /C /Pa11 >> >> /Subtype /Link Website: https://brent-links.com/IoTGFacebook: https://brent-links.com/FaceBookInstagram: https://brent-links.com/IGSupport the channel!StocksGet up to $2,000 in FREE STOCKS here!https://brent-links.com/FreeStocksCryptoGet up to $270 in FREE BITCOIN here!https://brent-links.com/FreeCrypto------------------------ Disclaimer --------------------I am not a Financial Advisor, Attorney, or CPA, and no Financial, Legal, or Tax Advice is being provided. /Pg 47 0 R /Annots [380 0 R 381 0 R 382 0 R 383 0 R] Explore funds Ready to get started? 35 0 obj /6 [-32768.0 4.0 4.0 -306.0 169.8 306.0 169.8 1.0 0.0 0.0 Topping the list are the following scenarios: When there's been a change of fund manager (s) When there's been a . >> Whatever it is you're looking for, you'll get investing ideas that matter for you and your objectives. /C2_0 379 0 R >> /K 2 >> >> >> >> /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 >> >> To qualify, you must fund your account with at least $20,000 within 45 days of opening. Multiple Photo Comparison, /Pg 26 0 R /Subtype /Link 1.0 0.0 -182.88] /TextAlign /Start /S /Note /BS << /S /P 1763 0 R 1764 0 R 309 0 R 310 0 R 311 0 R 312 0 R 313 0 R 314 0 R 315 0 R 316 0 R /S /H3 273 0 obj /K 48 /ColorSpace << /K 11 endobj /LineHeight 9.0 /PageTransformationMatrixList << /C /Pa12 /Subtype /Link /K [645 0 R 646 0 R 647 0 R 648 0 R] 1.0 207.106 -367.095] /K 6 >> /S /H2 /Font << Quickly filter through thousands of mutual funds to find the ones that align with your unique investing style and personal preferences. This and other information may be found in each fund's prospectus or summary prospectus, if available. endobj /T1_6 365 0 R /C /Pa12 endobj /S /L 1731 0 R 1732 0 R 1732 0 R 1733 0 R 1734 0 R 1734 0 R 1735 0 R 1736 0 R 1737 0 R 1738 0 R << Taking risk, cost and performance measures into account, each quarter we highlight 3-5 funds in each category. Current returns are >10% and you can get started with just $10. >> /O /Layout /CS0 [/ICCBased 350 0 R] /P 21 0 R /P 21 0 R endobj >> >> 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 /K 844 0 R /S /L 284 0 obj 1.0 -315.478 330.48] /2 [-32768.0 0.0 2.0 -270.0 -360.0 -9.0 190.8 1.0 0.0 0.0 Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. 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 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /S /H3 endobj 24 0 obj /TextAlign /Center /P 21 0 R /C /Pa12 endobj /P 21 0 R /S /H5 /PageUIDList << /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 315.6 1.0 0.0 0.0 >> /Type /Page << /K [752 0 R 753 0 R] 3) Merrill Lynch, Pierce, Fenner & Smith Incorporated (hereafter referred >> /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 /SpaceAfter 4.0 endobj 335 0 obj /C /Pa5 /Pa9 << /PageItemUIDToLocationDataMap << 77 0 obj /Tabs /S /First 484 0 R /ExtGState << << /Pg 44 0 R endobj /StructParent 95 As of March 2012: Boglehead-style investing at Merrill Edge, Merrill Edge tips, links, and general orientation. /4 [-32768.0 2.0 4.0 -306.0 16.56 306.0 16.56 1.0 0.0 0.0 endobj << /BS << /LastModified (D:20220718130313+02'00') /C2_0 379 0 R /P 21 0 R /2 [-32768.0 9.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. /P 21 0 R /PieceInfo << 1808 0 R 1809 0 R 1809 0 R 1810 0 R 1810 0 R 1811 0 R 1812 0 R 1813 0 R 1814 0 R 1815 0 R /P 21 0 R 1.0 0.0 117.0] /DocumentID /SpaceBefore 3.0 /BS << >> /PageUIDList << /P 21 0 R /Placement /Block /Rect [36.0 445.923 297.0 435.114] Copyright 2023 FactSet. The Merrill screening process takes the guesswork out of finding quality funds for investors with a self-directed account. endobj /T1_0 359 0 R 290 0 obj /Contents 384 0 R /T1_3 364 0 R 8 0 obj >> If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience. !Watch to see how we do it!Don't forget to Subscribe https://brent-links.com/YouTubeThumbs up, this video & . 4 0 obj /GS0 351 0 R /S /H3 /BaselineShift 9.99001 Other fees may apply. 188 1382 0 R 191 1566 0 R 192 1577 0 R /1 [-32768.0 7.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /8 [-32768.0 4.0 4.0 153.0 -382.5 270.0 -349.071 0.282135 0.0 0.0 << ET. /C2_0 379 0 R Additional information is available in our Client Relationship Summary (Form CRS) (PDF). << endobj /Pg 30 0 R >> /ClassMap 20 0 R /T1_0 359 0 R >> /K [0 1] /P 21 0 R endobj /S /H3 260 0 obj However, the transaction fee for index mutual funds is $19.95. 1825 0 R 87 0 R 1826 0 R 1827 0 R 1828 0 R 1828 0 R] /TrimBox [0.0 0.0 612.0 792.0] /BaselineShift 11.988 /DisplayDocTitle true /Count -3 << endobj >> Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. 238 0 obj /ExtGState << << HWk. 1482 0 R 1482 0 R 1483 0 R 1484 0 R 1485 0 R 1486 0 R 1487 0 R 1488 0 R 1489 0 R 1490 0 R Recently, I've discovered Mainvest's investment platform which makes it easy to invest in small and local businesses with returns of 10-25%. /Contents ( Inter Company Transfer of Funds page 7 ) 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 endobj /C /Pa11 endobj 183 0 obj /GS4 355 0 R >> endobj /SpaceAfter 4.0 << 176 0 obj /S /H4 1.0 0.0 171.6] /S /H3 /ProcSet [/PDF /Text] >> /S /S WebWIth Merrill Edge, one cannot specify a fractional number of shares of a fund to sell. 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