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Tap into Merrill’s investing capabilities and Bank of America’s suite of banking and lending solutions for a complete view of your finances and more powerful insights from your advisor
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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 ")
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Get a complete view of your financial picture Monitor balances, holdings and activity for your Merrill Lynch and Bank of America accounts, as well as accounts at external financial institutions
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Merrill offers a broad range of brokerage, investment advisory and other services Additional information is available in our Client Relationship Summary (PDF) Merrill, Merrill Lynch, and Merrill Edge investment advisory programs are offered by MLPF S MLPF S and Managed Account Advisors LLC (MAA) are registered investment advisors
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For some deposits, you may need to choose a different method, such as using your Merrill Lynch CMA Access Visa card ® at an ATM, or by sending the deposit to us
- Get the Most From Your Merrill Tax Reporting Statement
As a Merrill client, you may receive a consolidated 1099 tax reporting statement that summarizes your account information for the past year It helps make it easy for you or your tax advisor to prepare your tax return
- Schedule of miscellaneous account and service fees - Merrill Lynch
Clients with a Merrill Edge® Self-Directed account can enjoy a broad range of services, features and benefits Below is a list of fees and charges that may apply to your Merrill Edge Self-Directed account(s)
- Client Security Features Video Transcript - Merrill Lynch
Merrill knows the importance of cyber security and has invested in enhanced features to help minimize security concerns, and make your financial activity easier
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