Merrill Edge Client Relationship Agreement

We offer simple tools, access to Merrill`s professional expertise and competent consultants if you want to work one for one. Merrill Edge customers can opt for a Morningstar Classroom that offers a range of courses that can be customized. These classrooms contain videos and articles with the occasional quiz. There is a mobile counselling and retirement centre optimized in native mobile applications, and educational functions include old age pension, college planning, life priorities, financial education and thinker knowledge. To simplify the documentation of your budget relationship with Merrill Lynch and to help you understand the nature of the agreements that underlie many of our accounts and services, we have prepared a customer relationship agreement (agreement). This agreement, along with the underlying agreements for our various products and services, sets out the nature of our reciprocal obligations for the services you will use and those you wish to use in the future. If you complete the corresponding parts of this agreement, you will be included in a new account or service covered by this agreement. It`s easy to get rid of Merrill Edge, especially if you`re already a Bank of America customer. Five tabs above the top of the screen keep the broker`s functions at your fingertips. From there, you can launch the MarketPro streaming app, which opens in a separate window.

The site is not customizable, but MarketPro allows you to set trading standards and organize widgets on the page to your specifications. MarketPro is now available to all Merrill Edge customers. In the spring of 2020, the company eliminated the size of its account and its business requirements. This form allows you to confirm that the client can read and understand English. and that written documents, agreements and information (called “materials” in common) relating to their relationship with Merrill Lynch, including products, services, transactions and other general account data, are generally provided in English; and sometimes we can provide you with material translations into Spanish or Mandarin.p> Working with your Merrill Lynch financial advisor to achieve your unique goals, you can choose from a wide network of accounts, retirement plans, price alternatives, cash access services, payment services and credit facilities that meet a number of financial needs and objectives. As part of this comprehensive service relationship, your financial advisor can proactively contact you to provide financial resources, knowledge, product offerings and services that will help you build and implement your financial strategy. This means that your financial advisor will contact you as part of our service and that these communications will overturn any other data protection decisions you have made or will make outside of Merrill Lynch. Once you have reached this agreement, you can add certain accounts and services to your Merrill Lynch relationship by indicating your selection to your financial advisor.

If necessary, you will receive additional materials that will document the specifics of your respective services. However, in most cases, you don`t need to sign additional forms or follow repetitive documents. We will update our files with the relevant information for each new service and avoid duplicate papers.