Your September 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.
Merrill Lynch & You: October 2015 issue
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
- Annual Fee for Individual Investor Accounts
- Attention: Clients Enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Merrill Lynch Balance Sheet Available Online
- Notice to all Non-U.S. Individual Clients and U.S. Citizens Residing Abroad
- Notification Regarding Substitute Payments
- Important Notice to Clients Who Are Executive Officers, Directors and Control Owners of U.S. Public Companies (Section 16 Affiliates)
- Notification of Changes to your Account Agreement: Compliance with Applicable Laws
- Notification of Changes to your Account Agreement: Responsibility to Review and Monitor
- Attention All Clients: Notification of Changes to your Account Relationship with MLPF&S
- Merrill Lynch Balance Sheet Available Online
- Notice to all Non-U.S. Individual Clients and U.S. Citizens Residing Abroad
- Mutual Fund Disclosure Pamphlet Available
- Annual Fee for Individual Investor Accounts
- Important Notice to Clients Who Are Executive Officers, Directors and Control Owners of U.S. Public Companies (Section 16 Affiliates)
- Attention: Clients Enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Notification Regarding Substitute Payments
- Notification of Changes to your Account Agreement: Compliance with Applicable Laws
- Notification of Changes to your Account Agreement: Responsibility to Review and Monitor
- Attention All Clients: Notification of Changes to your Account Relationship with MLPF&mps;S
Merrill Edge & You: October 2015 issueA 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:
- Merrill Lynch Balance Sheet Available Online
- Annual Fee for Individual Investor Accounts
- Mutual Fund Disclosure Pamphlet Available
- Notice to all Non-U.S. Individual Clients and U.S. Citizens Residing Abroad
- Attention: Merrill Edge Advisory Center Clients Enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Notification Regarding Substitute Payments
- Notification of Changes to your Account Agreement: Compliance with Applicable Laws
- Notification of Changes to your Account Agreement: Responsibility to Review and Monitor
- Attention All Clients: Notification of Changes to your Account Relationship with MLPF&S
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, Business Delaware Accounts and ML Connect accounts:
- Merrill Lynch Balance Sheet Available Online
- Mutual Fund Disclosure Pamphlet Available
- Important Notice to Clients Who Are Executive Officers, Directors and Control Owners of U.S. Public Companies (Section 16 Affiliates)
- Notice to all Non-U.S. Individual Clients and U.S. Citizens Residing Abroad
- Annual Fee for Business Delaware Accounts
- Attention: Clients Enrolled in the Promotional Rate Tier or Tier 5 Sweep through the Merrill Lynch Bank Deposit Program (MLBDP)
- Notification Regarding Substitute Payments
- Notification of Changes to your Account Agreement: Compliance with Applicable Laws
- Notification of Changes to your Account Agreement: Responsibility to Review and Monitor
- Attention All Clients: Notification of Changes to your Account Relationship with MLPF&S
- Important Notice to Clients Who Are Executive Officers, Directors and Control Owners of U.S. Public Companies (Section 16 Affiliates)
- Mutual Fund Disclosure Pamphlet Available
- Merrill Lynch Balance Sheet Available Online
- Statement Values for Certain Specialty Assets
- Let Us Know if Your Circumstances Have Changed
- Notice to Traditional IRA Owners
- Notification of changes to your Agency Agreement and/or Custody Agreement
- Notification of changes to your Agency Agreement and/or Custody Agreement pertaining to Substitute Payments
>Click below to see Statement Enclosures from previous months:
August 2015
July 2015
June 2015
May 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014