My name is Tanu Mehta, and I'm a licensed Merrill Edge Senior Relationship Manager. I can help you save and invest for what matters most to you.
If you’re interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child's education, I can help. I can assist you with a Merrill Edge online investing account and offer general investment guidance, plus discuss Bank of America® banking solutions to help you meet your immediate needs and long-term goals — from checking and savings accounts to credit cards and CDs.
I'm available to help you either in person at Bank of America, 9912 Manchaca Rd Austin, TX 78748, or by phone. Contact me to see how Merrill Edge® streamlines investing to help you build, implement and refine your financial strategy.
Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.
Answer a few simple questions, and you'll get a personalized collection of resources, tools and solutions to help you balance your priorities.
* Other fees may apply. Sales 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. To learn more about Merrill Edge pricing, visit merrilledge.com/pricing.
1 Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge self-directed relationship. To qualify, you must maintain total combined balances of $50,000 or more in your Merrill Edge and Merrill Lynch investment accounts and Bank of America, N.A., deposit accounts, or make at least 15 self-directed trades per quarter. Platinum Privileges, Preferred Rewards Platinum or Preferred Rewards Platinum Honors also qualify. Not available to investment professionals or for trust accounts and business accounts. Relationship requirements and pricing are subject to change. To learn more go to merrilledge.com/marketpro.
2 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014 and 2015 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to www.iim.ag/topfirms.
3 Please note that the information provided is from sources deemed to be reliable. Merrill Edge does not guarantee the accuracy or completeness of the information or make any warranties with regard to the results to be obtained from its use. Reports provided are for informational purposes only. Under no circumstances are they to be used or considered as an offer to sell, or a solicitation of an offer to buy, any security. Because of this, Merrill Edge does not guarantee or make any representation as to the accuracy, completeness or timeliness of the information provided. Therefore, we will not be liable for any loss, directly or indirectly, by your use of this information.
4 Eligibility: Commissions are only waived for online equity and ETF trades conducted via an individual or jointly owned self-directed personal CMA or IRA account.
Qualify for 30 $0 online equity and ETF trades per month (meet any one of these criteria):
- $25,000 or more in combined balances in your Bank of America deposit accounts through 09/30/2017
- $25,000 or more in combined cash balances in your Merrill Edge online investing and trading personal CMA and/or IRA accounts through 09-30-2017
- Preferred Rewards Platinum client
Qualify for 100 $0 online equity and ETF trades per month (meet any one of these criteria):
- Preferred Rewards Platinum Honors clients
- U.S. Trust Client
For details about commissions, transaction fees and any other fees that may apply visit merrilledge.com/pricing. Certain account types are not eligible. Other restrictions may apply. Relationship requirements and pricing are subject to change and/or termination without advance notice. For full details about ways to qualify for $0 trade, call 888.MER.EDGE (888.637.3343) or visit merrilledge.com/$0detail.
Tanu Mehta is registered to do business in: AR, CO, FL, LA, NM, OK, TX
515 Congress Ave
Austin, TX 78701