Merrill Lynch Client Relationship Agreement Form

Get clear information on how your investments are going and simple instructions on which investment solutions best meet your needs. For individualsMerrill Lynch, like all U.S. financial institutions, is required by federal law to obtain, verify and record information that identifies each customer who opens an account with us. If you open an account with us, we will ask for your name, address and other information that will allow us to identify you. We may also request to see government-issued photo identification or other identification documents. 7Barrons «Top 1,200 Financial Advisors» list, March 11, 2019. The ranking took into account consultants with at least seven years of experience in the financial services sector and has been employed by their current company for at least one year. This is a list of the best councillors in each state, with the number of ranking spots that are determined by the population and wealth of each state. Other quantitative and qualitative measures include assets under management, consultants` revenues for their businesses and the quality of consultants` practices, regulatory statements, internal corporate documents and more than 100 data points provided by the consultants themselves. Barron`s is a brand of Dow Jones Company, Inc. All rights reserved.

Barron rankings and recognition are not a guarantee of future investment success and do not guarantee that a current or future client will experience a higher level of performance and these rankings should not be interpreted as a confirmation of the consultant. For more information, please visit Use this form to register your 529 account with the automated finance department or update existing automated financing instructions on your 529 account. This form is used to allow account holders to add a trusted person who can contact Merrill Edge with questions or concerns about the fate or integrity of the account owner. The ideal candidate is a self-motivated, customer-oriented person who: Fill out this form to verify your address if you are applying online for a new account. All common account holders must sign and date this agreement, which can be signed in return. Merrill waives commissions on all online shares, FTEs and options for Preferred Rewards members and Bank of America Private Bank customers with an individual or joint personal account CMA® or IRA. 0 Trades will be effective within one week of registering with Preferred Rewards or for new accounts for registered preferred rewards customers within one week of opening the account.