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Funds Transfer Service form
Funds Transfer Service form

... If you are a Trustee or other Fiduciary for these accounts, you represent and warrant by signing below: 1) that the terms of the trust or fiduciary agreement or governing document permit the Funds Transfer Service transactions you are authorizing; or 2) that, if applicable, the Funds Transfer Servic ...
Important information regarding changes to the
Important information regarding changes to the

... ISA is a series of electronically linked money market deposit accounts (“MMDAs”) into which funds are deposited on your behalf by Merrill Lynch. The MMDAs are held at one or more depository institutions whose deposits are insured by the FDIC, including depository institutions affiliated with Merrill ...
Merrill Lynch RPM Index
Merrill Lynch RPM Index

1

Merrill Lynch



Merrill Lynch Wealth Management is the wealth management division of Bank of America. The firm is headquartered in New York City, and occupies the entire 34 stories of the Four World Financial Center building in Manhattan. Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets. The firm has its origins in Merrill Lynch & Co., Inc. which, prior to 2009, was publicly owned and traded on the New York Stock Exchange under the ticker symbol MER. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the 2008 Financial Crisis. The acquisition was completed in January 2009 and Merrill Lynch & Co., Inc. was merged into Bank of America Corporation in October 2013, although certain Bank of America subsidiaries continue to carry the Merrill Lynch name, including the broker-dealer Merrill Lynch, Pierce, Fenner & Smith.
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