1 The CMA account is a securities account with Merrill Lynch, Pierce, Fenner & Smith Incorporated. The account provides access to services and products offered by licensed banks, including checking and FDIC-insured deposits that are held at the banks. Securities, mutual funds and other non-deposit investment products available through the account are not FDIC-insured, not guaranteed by a bank and may lose value.
2 You are eligible to enroll in the Preferred Rewards for Wealth Management program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill® investment accounts of at least $250,000. All Bank of America Private Bank clients are eligible for the Preferred Rewards for Wealth Management program. Visit bankofamerica.com/preferred-rewards for additional program details. Preferred Rewards for Wealth Management clients, other than Bank of America Private Bank clients, do not receive Merrill Guided Investing discounts as part of this program.
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