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Merrill Lynch Personal Advisor Program Client Agreement Merrill Lynch Personal Investment Advisory Program Wrap Fee Program Brochure March 14, 2016Please retain for your records Merrill Lynch, Pierce,
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How to fill out Merrill Lynch Personal Advisor:

01
Begin by gathering all necessary personal information, such as your name, contact details, and social security number. Ensure that this information is accurate and up-to-date.
02
Next, provide details about your financial goals and investment preferences. This includes your investment time horizon, risk tolerance, and desired asset allocation.
03
Complete the section on your current financial situation, including details about income, assets, and liabilities. Be thorough and include as much information as possible to provide a comprehensive picture of your financial standing.
04
In the next section, you will be asked to provide information about your investment experience and knowledge. This is important for determining your level of understanding and suitability for certain investment options.
05
If you have any existing investment accounts, such as IRAs or 401(k)s, you will need to provide details about these accounts in the relevant section.
06
The last step is to review and agree to the terms and conditions of the Merrill Lynch Personal Advisor program. Ensure that you read through the document carefully and understand your rights and obligations.

Who needs Merrill Lynch Personal Advisor?

01
Individuals who are seeking professional financial guidance and management to help them achieve their financial goals.
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Individuals who may not have the time, expertise, or desire to manage their own investments and prefer to delegate the task to qualified professionals.
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Investors who are looking for personalized investment strategies and customized portfolios tailored to their specific needs, risk tolerance, and time horizon.
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Those who want access to a wide range of investment opportunities, including both traditional and alternative investment options.
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Individuals who want ongoing monitoring and periodic rebalancing of their portfolios to ensure that their investments remain aligned with their goals and market conditions.
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Investors who value comprehensive financial planning services, including retirement planning, tax optimization, and estate planning.
By following the step-by-step guide provided and understanding who can benefit from the Merrill Lynch Personal Advisor program, individuals can make informed decisions and take advantage of the professional financial management services offered by Merrill Lynch.
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Merrill Lynch Personal Advisor is a financial advisory service provided by Merrill Lynch to help clients with their investment and financial planning needs.
Clients who have a relationship with Merrill Lynch and utilize their Personal Advisor service may be required to file certain documents as part of the advisory process.
Clients can typically fill out their Merrill Lynch Personal Advisor documents online through the Merrill Lynch website or app, or work directly with their assigned advisor to provide the necessary information.
The purpose of Merrill Lynch Personal Advisor is to provide personalized financial advice and guidance to clients to help them achieve their financial goals.
Clients may need to report their financial assets, income, expenses, investment goals, risk tolerance, and other relevant financial information on their Merrill Lynch Personal Advisor documents.
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