Your June month-end statement for 2015 may contain the following notices. To read, please click on the notice. Please note that it is your responsibility to review any enclosures that may come with your statements.
A newsletter for CMA®, IIA, ESA, MSA, LMA, IRA, IRRA®, Roth IRA, SEP, Simple, RSA®, Basic Money Purchase Keogh, Basic Profit Sharing Keogh, 529 and HSA accounts:
- Mutual Fund Disclosure Pamphlet Available
- Notice to IRA, IRA Rollover, Roth IRA, SEP (IRA), SIMPLE (IRA) and Basic Clients with Standing Distribution Instructions with regard to Your Right to Elect Withholding
- Attention clients who trade and hold non-U.S. issued securities
- Attention: Clients enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Close Out or Transfer Fee
- Evaluating your retirement options
- Callable Securities/Procedures for partial redemption
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Overdrafts
- Protect Your Assets and Avoid Escheatment
- Attention: Clients who converted to CMA from Beyond Banking accounts
- Notice to IRA, IRA Rollover, Roth IRA, SEP (IRA), SIMPLE (IRA) and Basic Clients with Standing Distribution Instructions with regard to Your Right to Elect Withholding
- Mutual Fund Disclosure Pamphlet Available
- Attention clients who trade and hold non-U.S. issued securities
- Close Out or Transfer Fee
- Attention: Clients enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Attention: Clients who converted to CMA from Beyond Banking accounts
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Protect Your Assets and Avoid Escheatment
- Evaluating your retirement options
- Callable Securities/Procedures for Partial Redemption
- Overdrafts
A newsletter for CMA®, IIA, ESA, MSA, LMA, IRA, IRRA®, Roth IRA, SEP, Simple, RSA®, Basic Money Purchase Keogh, Basic Profit Sharing Keogh, 529 and HSA accounts:
- Mutual Fund Disclosure Pamphlet Available
- Notice to IRA, IRA Rollover, Roth IRA, SEP (IRA), SIMPLE (IRA) and Basic Clients with Standing Distribution Instructions with regard to Your Right to Elect Withholding
- Attention clients who trade and hold non-U.S. issued securities
- Attention: Merrill Edge Advisory Center Clients enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Attention: Merrill Edge Advisory Center Clients who converted to CMA from Beyond Banking accounts
- Evaluating your retirement options
- Callable Securities/Procedures for Partial Redemption
- Protect Your Assets and Avoid Escheatment
- Overdrafts
A newsletter for WCMA®, WCMA II, WCMA Terms Loans, WCMA no sweep, BIA, RCMA®, RCMA II, RCMA TTEE directed, RCMA participant directed, RCMA no sweep accounts, EMA, EMA II and ML Connect accounts:
- Mutual Fund Disclosure Pamphlet Available
- Callable Securities/Procedures for Partial Redemption
- Attention clients who trade and hold non-U.S. issued securities
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Attention: Clients enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Protect Your Assets and Avoid Escheatment
- Notice to Traditional IRA Owners
- Statement Values for Certain Specialty Assets
- Mutual Fund Disclosure Pamphlet Available
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Callable Securities/Procedures for Partial Redemption
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Notice to Traditional IRA Owners
- Statement Values for Certain Specialty Assets
- Mutual Fund Disclosure Pamphlet Available
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
- Callable Securities/Procedures for Partial Redemption
- Change in Equity IPO Policy Affecting Accounts in Certain Managed Solutions Programs
Click below to see Statement Enclosures from previous months:
May 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014
May 2014 — No inserts