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MERRILL LYNCH WEALTH MANAGEMENT

10 steps to check in on
your financial plan 10 steps to check in
on your financial plan

Work with your advisor to determine whether your plan is keeping up with your life. 10 steps to check in on your financial plan

See our financial checklist

Market Briefs

Latest insights on inflation, interest rates, volatility and your investments from our Chief Investment Office.
Quick reads about inflation, interest rates, volatility and your investments

Check out trending scams

Take these steps to reduce the risk of falling victim to scams.
Get started learning more about our security tools and resources

Explore the 3 stages of retirement

See how each may affect your retirement income needs.
Get started exploring the stages

Could receiving an inheritance affect your taxes?

Learn more about the potential impact.
Explore now how receiving an inheritance could affect your taxes

Highlighted Features

e-Sign

Send a secure message, set an appointment, e-sign documents and stay in touch with your advisor
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Mobile check deposit

Use the camera on your mobile device to deposit checks anytime and anywhere
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Go paperless

Check on your statements, tax documents and other notices online without risking exposure to the mail system
Learn more about paperless

Transfer funds or securities

Transfer between accounts and request wire transfers or checks
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Investing involves risks. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

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 Go to another website and learn about Securities Investor Protection Corporation (SIPC) popup , and a wholly owned subsidiary of BofA Corp.

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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