Mutual Funds: Investing in Mutual Funds Online with Merrill (2024)

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Open an accountwith Merrill

Mutual Funds

Select toChoose and open an account

Mutual Funds can offer investors:

  • Built-in diversificationFootnote1
  • Professionally managed funds
  • Solutions for long-term investing

Choose from thousands of mutual funds — many with no fees and no commissionsFootnotes2,3

Select toSee our comprehensive pricing

Analyze, research and trade mutual funds with industry-leading tools and resources

Clear explanations tab 1 of 3 selectedInvesting ideas tab 2 of 3Powerful tools tab 3 of 3

Mutual Funds: Investing in Mutual Funds Online with Merrill (1)Mutual Funds: Investing in Mutual Funds Online with Merrill (2)

Become a well-informed investor

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.

View the holdings making up a fund, monitor performance, evaluate third-party ratings and see how fees are assessed as well as their impact on returns now and over time.

With all this information at your fingertips, it's easy to analyze funds anddecide which ones work best foryou.

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Dive deeper into the world of mutual funds with resources for every investor

Investing FundamentalsFind articles, videos and webinars for every experience level, from investing basics to sophisticated investing strategies. Select toLearn moreabout investing fundamentalsInvesting in mutual fundsAccess articles, tutorials and educational courses about mutual funds and how they fit into your portfolio goals.Select toLearn moreabout investing in mutual fundsChoosing a mutual fundUse our powerful screeners to easily find funds with no transaction feesFootnote2,3, high-paying dividend funds, socially responsible funds and more.Select toLearn moreabout choosing a mutual fund

Merrill Edge Select™ Funds

The Merrill screening process takes the guesswork out of finding quality funds for investors with a self-directed account. Taking risk, cost and performance measures into account, each quarter we highlight 3-5 funds in each category.

Select toExplore funds

Ready to get started?

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or call us at 888.637.3343

A full range of investment choices

Find your preferred way to invest, whether you're interested in simple stock trades or advanced options and margin trading.

Select to learn more aboutStocksSelect to learn more aboutETFsSelect to learn more aboutFixed IncomeSelect to learn more aboutOptionsSelect to learn more aboutMargin Trading

View all choices

Footnote

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

Footnote

Other fees may apply. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning ETFs and mutual funds. To learn more about Merrill pricing, visit our Pricing page.

Footnote3 When you purchase No Load, No Transaction Fee funds (NTF) or Load Waived funds, you will not pay loads, transaction fees or commissions. For No Load, Transaction Fee funds (TF) you will be charged a transaction fee of $19.95 per online purchase, sale or exchange or $29.95 if representative assisted. A Merrill short term redemption fee of $39.95 is charged on redemptions or exchanges of NTF funds that are held less than 90 days. There are costs associated with owning a mutual fund, such as annual operating fees and expenses. This and other important information are included in the prospectus. For more information about investing in mutual funds at Merrill, please read the Mutual Fund Investing at Merrill Lynch pamphlet (PDF) or consult our glossary.

MAP5529348-04282024

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity

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© 2024 Bank of America Corporation. All rights reserved.

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Mutual Funds: Investing in Mutual Funds Online with Merrill (2024)
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