To transfer cash from a Bank of America or Merrill account, link your accounts, and then use our online tool to make an immediate transfer. Merrill Rewards for Business Visa Signature card : WCMA Business Access Visa : Account Services: Call 1.866.617.1859 to get information on the Merrill Rewards for Business Visa Signature card account including payments and charges, report lost or stolen cards, transfer a balance or request a credit line increase. This Best Interest Disclosure Statement provides information about the scope and terms of the brokerage services that Merrill Lynch, Pierce, Fenner & Smith Incorporated provides to retail clients that engage Merrill for brokerage services. Retirement - Traditional IRA Disclosure and Custodial Agreement. Retirement Distribution - One Time - Edge, This form enables you to begin the process of initiating distributions from your Merrill Lynch Individual Retirement Account (IRA), Rollover IRA (IRRA. If you trade on margin, you will still accrue margin interest based on your debit balance. Box 29002, Hot Springs, AR 71903-9002 What Happens After I Submit the Signed Transfer Form to Merrill Lynch 1. Automated Funding Service Enrollment and Authorization. hmo6 Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. Unfortunately, we do not offer an opt out at this time. To learn more about our security procedures, please visit our. In an effort to confirm your information and make the process as easy as possible, we have created this online pop up to request your review. To add a Power of Attorney to your account(s), visit this page to view the right document for your state of residence. 132 0 obj <> endobj Medallion signature guarantees will be required for all signatures in the Special Authorization section of the Account Transfer form. Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity, Employment information (such as annual income and household net worth), Names and dates of birth for any beneficiaries. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. Earn points quickly with flexibility to choose how to redeem points. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. The performance data contained herein represents past performance which does not guarantee future results. If the change in ownership is to a joint account, the minor must be one of the joint owners. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. If we receive your request 14 days or less before the maturity date, we will process the transfer on a best effort basis. Customers who have exceeded the full SIPC limits have further protection provided by the Lloyd's policy, subject to an aggregate loss limit of $1 billion for all customer claims, and includes up to $1.9 million cash per customer (excluding any FDIC eligible products within the account). Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available . You can add new individual accounts to your online portfolio view using a simple three-step process. How do I deposit money into my Merrill account? Learn about Bank of America Preferred Rewards, Other fees may apply. As a result, we've created a few tips that may help you identify potential scams. Transfer on Death Letter of Authorization. Please note: If you liquidate a CD before maturity, you will likely incur a penalty. Merrill Edge transfer fee. Bill Pay - Authorization for Recurring Transfers. Wire funds electronically from another financial institution. Appoint New Custodian - Relinquish Assets - LOA. You can view the status of your transfer online by accessing. The online option application can be used to apply for individual and joint accounts. If you already have the appropriate account type open, you can use our online. Additional information is available in ourClient Relationship Summary. Summary of the ways you can have a relationship with Merrill. My Financial Picture Terms and Conditions. To learn more about Merrill pricing, visit, Other fees may apply. Pre-market trading is available from 7:00 a.m. to 9:30 a.m. Are there any other brokerage fees that apply to $0 online stock, ETF and option trades? Bank of America's SWIFT code BOFAUS6S should be used for incoming wires in foreign currency. I have been trying to gain access to my father's Cash Management. We may be compensated by the businesses we review. 7 Get up to $100 in Airport Security Statement Credits towards TSA PreCheck or Global Entry Application fees, every four years. MLPF&S is a registered broker-dealer,registered investment adviser,Member SIPCand a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. NextGen Select Series Payroll Deduction Allocation. Once your account is opened you can call our Investment Center at 877.653.4732 to retrieve your account number. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Options - Characteristics and Risks of Standardized Options, Options - Corporate and Institutional Option Account Application and Agreement, Options - Standard Agreement for Merrill Edge, RCMA or RCMA II Authorized Representative Change Form. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Can I transfer money between my Bank of America and Merrill accounts? Open TD Ameritrade Account Merrill Edge ACAT Fees Merrill Edge's ACAT fee is $49.95 for a full account transfer. You cannot link a joint account (i.e., one shared with a family member) online. Returns include fees and applicable loads. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Forward any suspicious email or text message to us at abuse@bankofamerica.com. You will need an account with the same type and ownership at Merrill that matches the account you want to transfer. for Margin Lending Program Application and Agreement - Self-Directed, for Options - Individual - Joint - Trust Option Account Application and Agreement, for Automated Funding Service Enrollment and Authorization, named Automated Funding Service Enrollment and Authorization, for Retirement Distribution - One Time - Edge, named Retirement Distribution - One Time - Edge, named Margin Lending Program - Risk Disclosure, named Abandoned Property Account Reinstatement Form, named Address Verification Letter of Authorization, for Edge Cash Management Account - CMA - Custodial Account Application, for Edge Cash Management Account - CMA - Individual Account Application, for Edge Cash Management Account - CMA - Joint Account Application, for Edge Custodial UGMA UTMA Account Application, in Edge NextGen College Investing Plan Application, for Edge Small Business 401k Plan Application, named Electronic Communications Disclosure, named Margin Lending Program Agreement - Self-Directed, named MESD Business Investor Account Agreement and Program Description, named SIMPLE IRA Getting Started Checklist, named SIMPLE Retirement Account Program Disclosure and Custodial Agreement, named Website and Mobile - Terms and Conditions, of Account Transfer Initiation Form for Merrill Edge, named Add Account Holder for Merrill Edge Advisory Center, named Business Account - WCMA - Application and Agreement - MEAC, for Cost Basis Update for Multiple Securities, named Custodian Resignation Letter of Authorization, for Durable Power of Attorney - Merrill Edge, for Funds Transfer Service Enrollment - Merrill Edge, named Funds Transfer Service Enrollment - Merrill Edge, your information for Manage Your Mailing Address, named NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Plan Client Select Series Investment Change Form - edge-meac, named NextGen College Plan Client Select Series Investment Change Form - edge-meac, for NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Investment Change, named Online Account Access Authorization Form, named Options - Characteristics and Risks of Standardized Options, named Options - Corporate and Institutional Option Account Application and Agreement, named Options - Standard Agreement for Merrill Edge, named RCMA or RCMA II Authorized Representative Change Form, named RCMA or RCMA II Plan Trustee Change Form, for Read Only and Trading and Ownership Letter of Authorization, named Read Only and Trading and Ownership Letter of Authorization, for Required Minimum Distribution Enrollment and Authorization for Merrill Edge, named Required Minimum Distribution Enrollment and Authorization for Merrill Edge, for Retirement Automated Funding Service - Merrill Edge, named Retirement Automated Funding Service - Merrill Edge, for Retirement Beneficiary Designation - Edge, for Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Texas Desigation form - Merrill Lynch Abandoned Property, for Trusted Contact Person Form - Merrill Edge, named Bill Pay - Agreement and Disclosures, named Business Investor Account - BIA - Application and Agreement - Self-Directed, named Cash Management Account - CMA - Agreement - Self-Directed, named Client Relationship Agreement - Self-Directed, named Client Relationship Summary - Form CRS, named Guide to Your Merrill Lynch Statement, named My Financial Picture Terms and Conditions, named Margin Lending Program - Truth-in-Lending Disclosure, named Merrill Edge Self-Directed - CMA Additional Account Owner Booklet Agreement, named Merrill Edge Self-Directed Investing Terms of Service, named Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs, named Retirement - BASIC Retirement Program Custodial Agreement, named Retirement - Traditional IRA Disclosure and Custodial Agreement, named Transfer on Death Letter of Authorization, named Appoint New Custodian - Relinquish Assets - LOA, named Minor Over 14 Appointing New Custodian - LOA, named NextGen Direct Series Program Description, named NextGen Section 529 Program Rollover, named NextGen Select Series Payroll Deduction Allocation, for Vested minor taking possession of assets, named Vested minor taking possession of assets, named 529 Automated Funding Service Enrollment Change Authorization Form, named 529 College Savings Plan Withdrawal Request Form, named Automated Phone System Quick Reference Guide - Self-Directed, named Guide to Your Merrill Edge Statement, named Merrill Lynch - Low-Priced Securities Insert, named Inherited Retirement Account Application - Self-Directed, for Outgoing Partial Asset and Gifting Transfer Authorization Letter, named Retirement - Contribution Recharacterization Election Form - nonEsign, named Retirement - Divorce Transfer Instructions, named Retirement - Payroll Deduction and Direct Deposit Form, for Retirement - Roth IRA Conversion - Edge, named Retirement - Roth IRA Conversion - Edge, for Retirement Beneficiary Distribution - Edge, named Retirement Beneficiary Distribution - Edge, named Retirement Cash Management Account - RCMA - Application and Agreements, for Retirement Distribution - Standing Letter of Instruction - Edge, named Retirement Distribution - Standing Letter of Instruction - Edge, for Retirement Distribution - Substantially Equal Periodic Payment - Edge, named Retirement Distribution - Substantially Equal Periodic Payment - Edge, for Incoming DRS or DWAC Authorization Letter, named Retirement - Direct Rollover - Advisory, for Transfer Funds from a Bank Retirement Account for Merrill Edge, named Transfer Funds from a Bank Retirement Account for Merrill Edge, for Withdrawal of Unpriced Security Letter of Authorization, named Cash Management Account - CMA - Estate Application, named Cash Management Account - CMA - Trust Application, for Certificate of Foreign Status of Beneficial Owner, your information for Dividend Reinvestment, for NextGen Direct Series Withdrawal Request, named NextGen Direct Series Withdrawal Request, for One-time Non-Retirement Distribution - CMA -WCMA - IIA, named One-time Non-Retirement Distribution - CMA -WCMA - IIA, for Request to Convert from a Retail to a Trust LOA, named Request to Convert from a Retail to a Trust LOA, named Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM, Other fees may apply. To learn more about our web accessibility, please view our. Learn more about our mobile investing options. Some mutual funds may not be eligible for transfer. Margin Lending Program Agreement - Self-Directed. opinions. Margin Lending Program Application and Agreement - Self-Directed. Additional information is available in our Client Relationship Summary (Form CRS) (PDF). Complete this form if you are rolling over all, or part, of the balance of an account with another state's Section 529 Program or a Coverdell Education Savings Account, or in connection with the liquidation of qualifying Series EE or I U.S. savings bonds to a NextGen College Investing Plan Account. If you need your adivsor's contact information, you can search by name. For example, assets cannot be transferred without penalty from a SIMPLE IRA to a Traditional for two years from the first contribution. NextGen College Plan Client Select Series Investment Change Form - edge-meac, NextGen Direct Series Change of Designated Beneficiary. Open a Ally Invest account and get $0 stock trades. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. To learn more about Merrill pricing, visit. Retirement - BASIC Retirement Program Custodial Agreement. Can I opt out of sharing my personal information with Merrill? Enter Morgan Stanley's Stock Plan Services address and phone number: Morgan Stanley, Global Stock Plan Services, PO Box 182616, Columbus, OH 43218-2616. Business Account - WCMA - Application and Agreement - MEAC. Transfer Funds from a Bank Retirement Account for Merrill Edge. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. With your Merrill investing and Bank of America banking accounts connected through a single login, it's never been easier to manage your finances. Apply for a Merrill Edge self-directed RCMA account with check-writing features, 3 money sweep options, and statements monthly plus at fiscal year end. 10 year returns are provided for funds with greater than 10 years of history. There are several steps you can take to reduce your risk of ID theft such as keeping your personal information secure, protecting your devices, and controlling access to your accounts. Linking Merrill Investment and Bank of America Banking Accounts 14. Retirement - Payroll Deduction and Direct Deposit Form, This form authorizes an employer to deduct a specific amount from your paycheck to be deposited into a designated Merrill Lynch traditional Individual Retirement Account (IRA), Roth IRA or Rollover IRA (IRRA. An investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment, and a deferred debit card. This document contains the disclosure and custodial agreement relating to opening, contributing, and taking distributions from a traditional IRA. any investment. i|)05v5Pm`KHK:()&=dJ)#h{"#q,d1) &0%FGGC83bxA!BC61 kA*ad0QlSQBLiE# The Letter of Authorization is used when a minor of an UTMA/UGMA account appoints a new custodian and relinquishes the assets to the minor. hb``d``g ]Y8QE.t7tqrC!v! Can I chat with customer service online instead of calling? Account: 222-04214 . This form provides authorization to remove an unpriced security from an account. For Further Credit to: Mission Hospital Foundation . High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. There are costs associated with owning ETFs. Use this form to make updates to the Authorized Representatives on your RCMA or RCMA II account. To transfer cash between your Bank of America and Merrill accounts, link your accounts, and then use our. This sets forth Terms and Conditions relating to your use of the Merrill Lynch Brokerage Website. Learn more at, The commission fee for online stock, ETF and option, Account maintenance fees also still apply as do commission charges for trades that are not $0 online stock, ETF, or option transactions. For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. $0 option trades are subject to a $0.65 per-contract fee. Retirement Beneficiary Designation - Edge, Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, Texas Desigation form - Merrill Lynch Abandoned Property. 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 . A medallion signature guarantee is a special financially-backed signature guarantee for the transfer of securities. To learn more about Merrill pricing, visit. Clients with a mailing address in the state of Texas can appoint a designee who can respond to unclaimed property notifications on the client's behalf, should the account ever become abandoned. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. All rights are reserved. Learn more about choosing and opening an account. This transfer will be processed using first in, first out in regard to tax lots, unless notated otherwise in Section 3, B. Inherited Retirement Account Application - Self-Directed. Established by the State of Maine, the NextGen Plan is a tax-advantaged way to invest for a childs education. Complete this form to verify your address when applying for a new account online. 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."). Add Account Holder for Merrill Edge Advisory Center. endstream endobj 133 0 obj <>/Metadata 3 0 R/Pages 130 0 R/StructTreeRoot 7 0 R/Type/Catalog>> endobj 134 0 obj <>/MediaBox[0 0 612 792]/Parent 130 0 R/Resources<>/Pattern<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 135 0 obj <>stream Voices from the Black/African American community share their financial goals, concerns and aspirations. ET. SIPC insurance covers your account up to $500,000 in equity with up to $250,000 in cash. Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs. IRA, IRRA, Roth, SEP, SIMPLE, BASIC (not charged in addition to the closeout fee), Closeout fee for IRA, IRRA, ROTH, SEP, SIMPLE, BASIC. What are the different ways I can invest with Merrill? To transfer cash between your Bank of America banking and Merrill investing accounts, link your accounts, and then use our online tool to make a transfer. merrilledge.com . Market price returns do not represent the returns an investor would receive if shares were traded at other times. Please contact us before initiating a transfer of an account with a power of attorney. Complete this form if you would like to update how your future contributions are allocated or exchange your existing NextGen Account assets with assets in the Client Select Series. Leave the assets in your former employer's plan Pros Access to familiar investment choices Likely lower costs Broad protection from creditor claims under federal law You can click the "Return to Merrill; button now to return to the previous page, or you can close the new window after you leave. 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.). Cash Management Account - CMA - Trust Application. As a Merrill client, you have a couple of ways to get in touch with us. opinions. How can I determine if my money is available? Direct Client Disclosure Document - Merrill Lynch International (Version 1.1 - June 2021) Essential MiFID II Documents for Bank of America Merrill Lynch Clients. recommendation or solicitation to invest in any security. Stay Connected with your Advisor Send messages and documents securely . Merrill is committed to ensuring the safety of your account. How do I retrieve my online user ID and/or reset my password. When will my mobile check deposit be available? To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Press CTRL + Q to read quote window information. Why is this important? Request to Convert from a Retail to a Trust LOA, This form is used to convert from a Retail account to a Trust account, Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM. There is always the potential of losing money when you invest in securities. 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."). Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (BofA Corp.), and its agents. This document contains the disclosure and agreement that govern a Merrill Lynch Self-Directed Cash Management Account. $0 stock/ETF trades and a transfer fee refund. Learn more about pricing at Merrill Ready to get started? With it you can confidently and conveniently store important documents and data on the Siftsort server. Client Relationship Agreement - Self-Directed. One of the greatest benefits of linking your accounts is the ability to transfer money easily between your eligible Bank of America banking and Merrill investing accounts. Select link to get a quote. This form allows you to convert all or a portion of the assets held in an existing Merrill Lynch traditional Individual Retirement Account (IRA) or Rollover IRA (IRRA) to an existing Roth IRA. This form is for accounts that are being transferred where the name of an owner does not match the Merrill Lynch account. On what exchange does Merrill execute orders? This sets forth Terms and Conditions relating to your use of the My Financial Picture service. As a Merrill client, you have a couple of ways to get in touch with us. Press CTRL + Q to read quote window information. Documents Vault is a secure online storage service hosted by Siftsort.com and accessible only to you. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Access to a wide range of solutions designed to meet a variety of needs. Merrill Lynch | Contact Us Contact Us Personal Small Business Account Services Phone number 1.800.MERRILL (1.800.637.7455) If your credit card is lost or stolen please call 1.888.565.6472 immediately. Learn more at, To transfer cash from a Bank of America or Merrill account, link your accounts, and then use our. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Authentication Our highly trained associates follow strict guidelines to validate your identity and ensure your confidential information stays safe when you call, visit us online or at a branch. Coverage above SIPC limits is covered by Lloyd's of London. When you get your replacement card, you'll need to give those merchants your new card number to set up automatic bill payments. This form is used to recharacterize all or a portion of any traditional or Roth IRA contribution or to recharacterize a traditional IRA to Roth IRA conversion. For more information visit our rollover page or call Merrill at 888.637.3343. How do I find the ACH routing number and checking account number associated with my account? Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Complete this form if you are changing the Designated Beneficiary on an existing NextGen College Investing Plan Account to a "Member of the Family" of the current Designated Beneficiary. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Please contact your transferring bank or credit union for more information. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. personalized financial advice, and does not recommend the purchase or sale of Past performance does not guarantee future results. Retirement Cash Management Account - RCMA - Application and Agreements. Extended-hours trading is not available on days the market is closed, preceding a market holiday or if the market is closed due to an emergency.