Merrill Edge is an investment service that provides customers with access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. With Merrill Edge you can view and instantly transfer funds between your Merrill Edge investment accounts and Bank of America banking accounts.1 You’ll be able to make more informed investment decisions with easy-to-use tools, actionable insights and one on one guidance. Visit merrilledge.com/expo to learn more.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Merrill Lynch makes available products and services offered by MLPF&S and other subsidiaries of Bank of America Corporation (“BofA Corp”).
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.
Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
MLPF&S is a registered broker-dealer, registered investment adviser and Member SIPC.
1Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
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Presented by: Tony Zhang
Presented by: Peter Ashton