Transcription of Merrill Edge Self-Directed (CMA)
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Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill ) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ( BofA Corp. ). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Edge Self-Directed is available through MLPF& products: Merrill Edge Self-Directed (CMA)Additional Account Owner Booklet and AgreementReturn your completed application form along with the additional documents. You may return via standard or express delivery or via Standard Mail: Merrill New Account Support MSC NJ2-14 0 - 02-15 Box 1501 Pennington, NJ 08534By Express Delivery: Merrill New Account Support MSC NJ2-14 0 - 02-15 1400 American Boulevard Pennington, NJ 08534By Fax: New Account Support 86 6.
The Merrill Edge® Self-Directed CMA Additional Account Owner Booklet and Agreement allows you to authorize the addition of a joint account owner to an Individual CMA account. Once the application is completed and returned, pending review and approval, the new joint account owner will be added to the account.
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