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    Premium Elite

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    Merrill Edge Premium Elite is a complimentary service for self-directed investing clients with more complex needs and over $1 million in accounts. It provides direct access to a dedicated relationship manager and team for personalized service. Clients can expect concierge services, expedited resolutions, and help with advanced trades and online tools. The service aims to ensure clients' satisfaction through a higher level of personalized support.

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    Premium Elite

    Uploaded by

    hulala la
    34 views2 pages
    Merrill Edge Premium Elite is a complimentary service for self-directed investing clients with more complex needs and over $1 million in accounts. It provides direct access to a dedicated relationship manager and team for personalized service. Clients can expect concierge services, expedited resolutions, and help with advanced trades and online tools. The service aims to ensure clients' satisfaction through a higher level of personalized support.

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    Merrill Edge Premium Elite is a complimentary service for self-directed investing clients with more complex needs and over $1 million in accounts. It provides direct access to a dedicated relationship manager and team for personalized service. Clients can expect concierge services, expedited resolutions, and help with advanced trades and online tools. The service aims to ensure clients' satisfaction through a higher level of personalized support.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    34 views2 pages

    Premium Elite

    Uploaded by

    hulala la
    Merrill Edge Premium Elite is a complimentary service for self-directed investing clients with more complex needs and over $1 million in accounts. It provides direct access to a dedicated relationship manager and team for personalized service. Clients can expect concierge services, expedited resolutions, and help with advanced trades and online tools. The service aims to ensure clients' satisfaction through a higher level of personalized support.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    merrill edge® premium elite

    A higher level of service


    Merrill Edge® Premium Elite is a complimentary service with exclusive benefits reserved for
    eligible* self-directed investing clients with more complex and sophisticated investment needs.

    Priority access. Dedicated service. An enhanced client experience.


    You’ll receive direct access to a relationship manager and a dedicated team of If you have a broader relationship
    highly skilled investment support professionals. Together they’ll take a personalized with Bank of America or its affiliates,
    approach to understanding and servicing your self-directed investing needs to including Merrill Lynch Wealth
    ensure your satisfaction. Management and Bank of America
    Private Bank, your Merrill Edge
    As a Merrill Edge Premium Elite client, you can expect:
    Premium Elite relationship manager
    ••
    Direct access to your dedicated relationship manager and team can coordinate with your other advisors
    to help ensure your needs are met.
    ••
    Concierge service for account opening, transfers of assets and wire transfers

    ••
    Expedited resolution of any service items

    ••
    Assistance with placing advanced trades, including complex options,1 margin2
    and fixed‑income securities3 Have questions?
    Call us 24/7 at 888.637.3343.
    ••
    Help with our online trading capabilities, tools and resources —including
    Merrill Edge MarketPro®,4 our fully customizable trading platform for active
    traders, with market depth and Level II quotes

    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 of BofA Corp.
    Investment products:
    Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
    * Enrollment in Merrill Edge Premium Elite is generally available to Merrill Edge Self-Directed Investing clients who maintain
    a minimum of $1 million in their self-directed investing accounts, or based on other qualifying criteria established solely by
    Merrill Edge. Merrill Edge has the discretion to aggregate the assets in multiple eligible accounts. For purposes of meeting these
    asset thresholds, eligible Merrill Edge Self-Directed Investing accounts include CMAs and IRAs (Traditional, Roth, Rollover, Single
    Participant SEP and SIMPLE, and Inherited IRAs), NextGen 529 Client Direct Series plans, revocable grantor trust accounts and
    irrevocable trust accounts (provided the grantor and trustee are not the same). Certain business accounts may be eligible.
    Merrill Guided Investing accounts are eligible to be included, but Merrill Guided Investing with Advisor accounts are excluded.
    Qualification criteria are subject to periodic review by Merrill Edge and may change at any time. Merrill Edge reserves the right
    to discontinue enrollment in or reassign clients, without prior notification, to a different service tier if clients fail to continue to
    meet the applicable qualification criteria. Merrill Edge reserves the right to amend or cancel selected features and benefits of
    Merrill Edge Premium Elite at any time without prior notification. Merrill Edge does not guarantee any level of service.

    1
    Options involve risk and are not suitable for all investors.
    2 
    Before opening a margin account, clients should carefully review the terms governing margin loans. For Individual Investor Accounts, these terms are contained
    in the Margin Lending Program Client Agreement. For all other accounts, the terms are in the account agreement and disclosures. It is important that clients fully
    understand the risks involved in using margin.
    3 
    Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic
    developments and yields, and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop and vice versa.
    4 
    Merrill Edge MarketPro® is available to clients who maintain a Merrill Edge Self-Directed relationship. Not available to investment professionals, or for trust accounts and business
    accounts. Relationship requirements and pricing are subject to change. To learn more go to merrilledge.com/marketpro for details. Merrill Edge MarketPro provides real-time market
    data and news from various third-party sources not affiliated with Merrill, including Interactive Data Corporation. News headlines are provided from third-party sources, including
    Dow Jones, PR Newswire and Business Wire.
    Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.
    © 2020 Bank of America Corporation. All rights reserved. | MAP2969568 | SHEET-02-20-0613 | 00-66-0899NSB | 03/2020
    To learn about Bank of America’s environmental goals and initiatives, go to bankofamerica.com/environment. Leaf icon is a registered trademark of Bank of America Corporation.

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