![merrill edge merrill edge](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/merrill-edge-investment-center.jpg)
At that point I will probably move my banking relationship somewhere else and just keep the one account there to trade options (or I may move it to Fidelity for the slightly lower commission). I see the main benefit of ME being the ability to be in the preferred rewards program and once I move the IRA I won't qualify anymore. I am going to be moving my ME IRA into my 401k later this year so I can do backdoor Roth's starting in 2020, so when I move that, I may move all but an account I use to play around with options out of ME and to Fidelity. I use ME for ETFs/stocks and Fidelity right now for funds.
![merrill edge merrill edge](https://slickbucks.com/wp-content/uploads/2017/06/Merrill_Edge_logo-300x159.jpg)
I've got a couple of accounts there and some at Fidelity. Then you may not like Merrill Edge because they don't have any index funds I'm aware of that are NTF/no-load. All rights reserved.I will be mostly concerned about investing into IRAs and eventually long term retirement non IRA investments so Index Funds and Bonds. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC InsuredĪre Not Insured by Any Federal Government AgencyĪre Not a Condition to Any Banking Service or Activityīank of America Corporation. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Both are wholly owned subsidiaries of BofA Corp.īanking products are provided by Bank of America, N.A. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S.
![merrill edge merrill edge](https://slickbucks.com/wp-content/uploads/2017/06/Merrill_Edge_logo.jpg)
("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.īank of America, N.A., MLLA and MLPF&S, a registered broker-dealer, registered investment adviser, and Member Securities Investor Protection Corporation (SIPC) Securities Investor Protection Corporation (SIPC), are wholly owned subsidiaries of Bank of America Corporation ("BofA Corp.").
#Merrill edge registration#
Investment adviser registration does not imply a certain level of skill or training. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Merrill, Merrill Lynch and Merrill Edge investment advisory programs are offered by MLPF&S. 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."). Additional information is available in our Client Relationship Summary (PDF). Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their legal and/or tax advisors before making any financial decisions. There is always the potential of losing money when you invest in securities.īank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. System availability and response time are subject to market conditions and possible unscheduled outages.
#Merrill edge pdf#
Financial Information Routing & Executions Business Continuity Deposit Account & Money Fund Rates (PDF) in a PDF Client Relationship Summary (Form CRS) (PDF)