Merrill Edge® is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) is a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation.
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Neither Merrill Edge nor any of its affiliates provide tax, accounting, or legal advice. Please contact your independent tax advisor regarding the items discussed herein.
Plan administrative and recordkeeping services for Merrill Edge Small Business 401(k) are provided by Plan Administrators, Inc. (PAi). Investment advisory and fiduciary services are provided by Morningstar Investment Management LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Investment Management LLC is a provider of investment management solutions including investment advisory and retirement plan services. Educational call center support will be provided by PAi. Bank of America Corporation, PAi and Morningstar Investment Management LLC are not affiliated.
Investing involves risk, including the possible loss of the principal value invested.
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