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Understanding your cash sweep options - Merrill Lynch Please contact your Merrill Lynch financial advisor or a Merrill Edge representative for current yield information The seven-day yield shown more closely reflects the current earnings of the fund than the total return performance information
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Get the Most From Your Merrill Tax Reporting Statement As a Merrill client, you may receive a consolidated 1099 tax reporting statement that summarizes your account information for the past year It helps make it easy for you or your tax advisor to prepare your tax return
A guide to your 2024 1099-R Tax Reporting Statement - Merrill Lynch 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 ”)