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Merrill Lynch The data displayed is for informational purposes only Your account statement is the official record of your holdings and balances Investing in securities involves risks, and there is always the potential of losing money when you invest in securities Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice You should consult your legal and or tax
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
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
Get the most from your Merrill supplemental tax reporting statement What is the Merrill supplemental tax reporting statement? The statement is a consolidated summary of gross income and expenses for those who invest in widely held fixed investment trusts (WHFITs), real estate mortgage investment conduits (REMICs) and or collateralized debt obligations (CDOs) It’s produced to comply with U S Treasury regulations that require all reporting for WHFIT