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Client Digital Capabilities: Step-By-Step Instructions Table of Contents With a tremendous amount of technology available to our clients, it is important that we provide you with step-by-step instructions to take full advantage of the resources at our firm Below you will find a list of the digital capabilities available to you to help assist in managing your accounts
Authorize Account Access - Merrill Lynch MyMerrill’s Authorize Account Access allows you to grant read-only visibility to authorized users such as an accountant, attorney, or a family member on any accounts you select, eliminating the need to print and mail statements to these individuals
Attention clients with a Cash Management Account® (CMA® account): Your . . . Attention clients with a Cash Management Account® (CMA® account): Your CMA account will soon have a new “No Sweep” primary money account option To meet the changing needs of our clients, we’ll soon introduce a new primary money account option As of April 1, 2015, a No Sweep option will be available as an additional primary money account option, at which point your account agreement
Merrill Lynch - Article Viewer Questions Answers Can I deposit a check into any of my Merrill accounts? You can use a mobile device to deposit checks into any of the following accounts: Cash Management Account (CMA) Cash Management Sub Account CMA for Trust Account (as allowed by the trust) CMA for Trust Sub Account (as allowed by the trust) Roth, Traditional, and Rollover IRAs SEP (as IRA contributions and Sole
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