topic Re: BOA BBR Merrill Account Bonus Question in Credit Cards

BOA BBR Merrill Account Bonus Question

Leadberry — Wed, 12 Mar 2014 00:27:19 GMT

I have a kind of off-the-wall question. I just submitted a request to have my BOA 3-2-1 card converted to the BBR card. I understand that you get a bonus if you have an account with BOA or Merrill Lynch. I'm not interested in opening checking or savings with BOA, but I do participate in a 401(k) that is serviced by Merrill Lynch and that I access through Merrill Lynch Benefits Online. It does not show under my Investments tab on my BOA dashboard. Does anyone know if this account would qualify me for the bonus?

Edit: The CSR's seem to have no idea.

Re: BOA BBR Merrill Account Bonus Question

kayvee_ — Thu, 13 Mar 2014 03:27:10 GMT

I think the account needs to show in your investments tab. Your 401K is an employer sponsored account.

If you rolled some of that to an Merrill IRA; it would definitely count.

Re: BOA BBR Merrill Account Bonus Question

Leadberry — Fri, 14 Mar 2014 01:00:53 GMT

I figured that would be the case. Thanks for the feedback! Somehow I didn't even see your reply until just now.

Re: BOA BBR Merrill Account Bonus Question

linux007969 — Sat, 15 Mar 2014 01:07:55 GMT

Just open a Cash Manageent account with Merrill. It's free, free checks too! You should then be able to transfer funds from the Cash Management account into other Merrill accounts once things set up and post to the account!

Re: BOA BBR Merrill Account Bonus Question

Leadberry — Sat, 15 Mar 2014 01:14:43 GMT

@linux007969 wrote:
Just open a Cash Manageent account with Merrill. It's free, free checks too! You should then be able to transfer funds from the Cash Management account into other Merrill accounts once things set up and post to the account!

I was actually going to go that route, but according to ML's website the CMA has a $125 AF.

Re: BOA BBR Merrill Account Bonus Question

linux007969 — Sat, 15 Mar 2014 01:26:15 GMT

look on Merrill Edge

http://www.merrilledge.com/pricing

You would want a self directed account!

Re: BOA BBR Merrill Account Bonus Question

Leadberry — Sat, 15 Mar 2014 01:30:42 GMT

@linux007969 wrote:
look on Merrill Edge

http://www.merrilledge.com/pricing

You would want a self directed account!

DOH! I should've realized this right off the bat. Thank you linux!

Re: BOA BBR Merrill Account Bonus Question

linux007969 — Sat, 15 Mar 2014 01:33:49 GMT

@Leadberry wrote:
@linux007969 wrote:
look on Merrill Edge

http://www.merrilledge.com/pricing

You would want a self directed account!
DOH! I should've realized this right off the bat. Thank you linux!

your welcome! I'm glad I could help. I recently found out this information myself when i was looking for a way to get money into my Roth by skipping the paperwork to link accounts for transfers and also link credit cards so i can take cash rewards and put it towards my roth ira.

http://ficoforums.myfico.com/t5/SmorgasBoard/Saving-for-my-future/td-p/2896358