Merrill Lynch Investment Advisory Program Disclosures and Materials

The Client Agreement and the Program Brochure on Form ADV Part 2A for the Merrill Lynch Investment Advisory Program (IAP), as well as other documents and information related to IAP services, are available by clicking the blue highlighted title below. You can obtain a paper copy from your financial advisor free of charge.


The ADV brochures for the investment managers offering Style Manager Strategies and Premium Access Strategies are listed below. The Profiles for the Style Manager Strategies and Premium Access Strategies available through IAP have been moved for regulatory reasons to a new website. You can obtain the web address from your financial advisor or at mymerrill.com. We will also include the website address for Strategy Profiles in your IAP enrollment materials, Program Report and other client communications.

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