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  1. Use this form to transfer all or a portion of your account from another financial institution to your Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”) account. For best results, please complete the information requested below in parts 1 to 4 using ALL CAPITAL letters and black ink.

  2. Find forms to customize your Merrill Edge accounts. Update account features, apply for trading services, and set preferences, such as online delivery.

  3. transfer your assets to your new account(s) at Merrill Lynch. WHAT CAN I DO TO HELP? At a minimum you will be asked to sign a Merrill Lynch Account Transfer Form and provide copies of your most recent account statements for all accounts you would like transferred to Merrill Lynch. This will help to ensure

  4. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. Please note that you can only transfer money between your brokerage accounts on the Merrill Edge website.

  5. Merrill Funds Transfer Service. Please use this form to establish a link between a Merrill investment account and a designated bank account to enable over the phone and online transfers through merrilledge.com.

  6. The Client Account Transfer Form is designed to assist clients in transferring their financial assets to Merrill Lynch from other institutions. This form ensures a streamlined process for both personal and business accounts, accommodating various asset types.

  7. You may request transfers into and out of your account either by electronic fund transfers or transfer to another Merrill Lynch investment account or Bank of America, N.A. bank account.

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    powiązane z: merrill lynch account transfer form
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