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17.12.2020

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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. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. 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.”). A Guide to Your Merrill Lynch Statement Understanding features and bene˜ts tracking progress As a Merrill Lynch client, you receive a user-friendly monthly statement that gives you a snapshot of where you stand financially—across both sides of your balance sheet and within each Merrill Lynch account and product type. A Guide to Your Merrill Lynch Statement Understanding features and bene˜ts tracking progress As a Merrill Lynch client, you receive a user-friendly monthly statement that gives you a snapshot of where you stand financially—across both sides of your balance sheet and within each Merrill Lynch account and product type. 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.”). Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser.

Merrill Lynch rolled out Merrill Lynch One in September 2013, starting with a pilot group of early adopters with practices best suited for the new platform. Adoption rates for that group are now Jun 15, 2020 · 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). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary

2016-10-30

Merrill Edge Select Funds, while not intended as a recommendation or endorsement of any particular mutual fund, allows you to review funds by Morningstar category that meet a proprietary Merrill Lynch screening standard to help you identify investments that are in line with your personal needs and investment objectives.

2016-02-09

2016-02-09 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. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation 2004-04-13 2009-12-01

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. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware.

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.").