Your June month-end statement may contain the following notice. 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 Edge Client

Merrill Edge & You: July 2016 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
  • 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
  • Evaluating your retirement options
  • Callable Securities/Procedures for Partial Redemption
  • Protect Your Assets and Avoid Escheatment
  • Overdrafts
  • Notification of changes regarding BlackRock Money Market Funds as sweep options

Merrill Lynch Business Life: July 2016 issue

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
  • Protect Your Assets and Avoid Escheatment

Attention: Insured Savings Account ("ISA") Program Participants

Merrill Edge Self Directed

Merrill Edge & You: July 2016 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
  • 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
  • Evaluating your retirement options
  • Callable Securities/Procedures for Partial Redemption
  • Protect Your Assets and Avoid Escheatment
  • Overdrafts
  • Notification of changes regarding BlackRock Money Market Funds as sweep options

Merrill Lynch Business Life: July 2016 issue

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
  • Protect Your Assets and Avoid Escheatment

Advisory

Merrill Lynch & You: July 2016 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
  • 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
  • Evaluating your retirement options
  • Callable Securities/Procedures for partial redemption
  • Notification of changes regarding BlackRock Money Market Funds as sweep options
  • Overdrafts
  • Protect Your Assets and Avoid Escheatment

Merrill Lynch Business Life: July 2016 issue

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
  • Protect Your Assets and Avoid Escheatment

Important Information Regarding U.S. Trust Bank of America Private Wealth Management Clients: July 2016 issue - For all Trust Management Accounts:

  • Notice to Traditional IRA Owners
  • Statement Values for Certain Specialty Assets
  • Mutual Fund Disclosure Pamphlet Available
  • Callable Securities/Procedures for Partial Redemption
  • Your Trust Management Account (TMA)

Attention: Insured Savings Account ("ISA") Program Participants

PBIG

Private Banking and Investment Group: July 2016 issue

A newsletter for all PWA 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
  • Protect Your Assets and Avoid Escheatment
  • Evaluating your retirement options
  • Callable Securities/Procedures for Partial Redemption
  • Overdrafts
  • Notification of changes regarding BlackRock Money Market Funds as sweep options

Merrill Lynch Business Life: July 2016 issue

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
  • Protect Your Assets and Avoid Escheatment

Important Information Regarding U.S. Trust Bank of America Private Wealth Management Clients: July 2016 issue - For all Trust Management Accounts:

  • Notice to Traditional IRA Owners
  • Statement Values for Certain Specialty Assets
  • Mutual Fund Disclosure Pamphlet Available
  • Callable Securities/Procedures for Partial Redemption
  • Your Trust Management Account (TMA)

Attention: Insured Savings Account ("ISA") Program Participants

Click below to see Statement Enclosures from previous months:

May 2016

April 2016

March 2016

February 2016

January 2016

December 2015

November 2015

October 2015

September 2015

August 2015

July 2015

June 2015

May 2015

April 2015

March 2015
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