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Phone: 1.980.683.2247 MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. Samsung is a registered trademark of Samsung Electronics Co., Ltd. 1. First Time Upgrade: Monthly Service and Sub-User Fees: For the first-time upgrade to the Advanced plan by a business, monthly service and sub-user fees are waived for the calendar month in which you upgrade. Bank of America currently has 4,500 financial centers across the United States, including 2,200 with dedicated, on-site Merrill Edge Financial Solutions Advisors and another 770 through video conferencing. Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. Access Online Banking from almost anywhere, The convenience and security of Online Banking from almost anywhere. Learn more about investing with the Merrill Edge Investing Classroom, a series of courses that range from basic to more sophisticated strategies. You are responsible for all fees charged by the third party in connection with the third partys services, and you agree to comply with the terms and conditions of those third-party services. In addition, in its sole discretion, Bank of America may place a hold on a payment you initiate for as long as required to conduct an appropriate inquiry regarding you, the Payee, a bill, payment history and other relevant circumstances and factors. Further, you agree not to reverse engineer or reverse compile any aspect of the Business Services technology. Find the nearest location to open a CD, deposit funds and more. The P and I Service has a centralized location where you can receive bills from and send invoices to third parties ("Inbox"). We will not be obligated to credit a receivables payment to your Payment Account if funding for the payment is not received from your Customer for any reason. For example, if you upgrade to and/or add a sub-user on February 15th, you will be charged the full monthly service and/or sub-user fees for the month of February. MLPF&S is a registered broker-dealer, registered investment adviser, MemberSIPCand a wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (BofA Corp.). Any user to whom you have given transfer ability will be able to see the last name and last 4 digits of the account number for all transfer recipients created by you, an Administrator or any other user, even those that the user did not initiate. Bank of America today announced that it has increased its $1 billion, four-year commitment to advance racial equality and economic opportunity to $1.25 billion over five years. You are responsible for separately purchasing QuickBooks, and the Bank makes no warranties nor accepts any liability for such software. The fees we charge you for the P and I Service will depend on the following: your plan (Essential or Advanced), your number of P and I Service sub-users (available only in Advanced), and the number of and type of transactions you make. You may be assessed a fee for access to or use of certain aspects of Cash Flow Monitor. Global Corporate and Investment Banking Talent Acquisition Consultant. Upon enrollment, the P and I Service allows all P and I Service users to perform a one-time synchronization with compatible third-party accounting software. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (MLLA), a licensed insurance agency and wholly-owned subsidiary of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. 4 strategies to pay off credit card debt faster Click to read 4 strategies to pay off credit card debt faster. YOU AGREE AND ACKNOWLEDGE THAT WHEN WE ACCESS AND RETRIEVE INFORMATION FROM THE THIRD-PARTY WEB SITE, WE ACT AS YOUR AGENTS, AND NOT AS AGENTS FOR OR ON BEHALF OF THE THIRD PARTY. The P and I Service offers two different plans: Essential and Advanced. Chat with an agent via Bank of Americas online banking portal. Merrill Edge is a streamlined financial platform that offers access to online and advised investing, trading, brokerage and banking services. From checking, savings, home mortgages to the convenience of online and mobile banking, Cathay Bank offers customers a wealth of personal banking solutions. Were delivering on this through responsible growth with a focus on our environmental, social and governance (ESG) leadership. If you opt out, though, you may still receive generic advertising. You should consult with your own legal, tax or financial advisors, as appropriate. We may use or disclose such data for any lawful purpose without further notice to you, including for statistical analysis, sharing with third parties (including in exchange for payment or other commercial benefit), benchmarking, publication, and for the display through widgets or Apps to any user ofCash Flow Monitor (including users unrelated to you). Banking products are provided by Bank of America, N.A. Global Human Resources. You grant to us and we reserve the right to use third parties to provide or facilitate the Business Services. Find out more Why do some of the world's most respected corporations, institutions, hedge funds, governments and wealth management clients choose to work with UBS Investment Bank? You acknowledge that we have no responsibility for any maintenance or support of any App. Section 3 of the Agreement includes terms for an alternative bill payment service which do not apply if you are enrolled in the P and I Service. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Get information about where you can find Chase bank branches and ATMs near you, how to contact customer service, and what the bank's hours of operation are. It is impossible to get a local phone number for my local branch. Table of Contents Bank of America also offers a mobile app for convenient online banking, credit cards and debit cards. For up-to-date information on fees charged by Intuit for the Payroll Services, please visit Intuits website. You'll also be required to bring acceptable ID as required by your state. In its analysis, e-Monitor reviewed the offerings and capabilities for the 18 firms in the e-Monitor coverage group, divided into six distinct categories: core product offerings, account information & performance reporting, equity research & quotes, planning tools, alerts, and mobile capabilities. We and our service provider have no duty to you to monitor or verify any payment you make through the P and I Service. In addition to designating general service settings, you can also provide additional account settings on certain eligible accounts, such as allowing a user to view statements, view check images or make transfers for the selected accounts. All rights reserved. Our team of economists, strategists and analysts provide the breadth, depth and originality of investment thinking. Also, if you opt out of online behavioral advertising, you may still see ads when you sign in to your account, for example through Online Banking or MyMerrill. Consumer banking branches offer a wide range of services, from setting up bank accounts to applying for home and auto loans. Bank of America also offers a mobile app for convenient online banking, credit cards and debit cards. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. You are responsible for verifying the accuracy of all Payment Instructions provided to us. MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation. These rankings or ratings are not indicative of any future performance or investment outcome. See what's needed to make account changes, We suggest you don't sign or date the document (some documents must be signed and dated in the presence of a Notary), Make sure you have all the pages of the document(s) being signed, not just the signature page, Make sure all document signers have state-acceptable ID, Require all signer(s)/witness(es) to be present in person, Examine the document for completeness and ensure all pages are included, Obtain proper identification from all signer(s)/witness(es), Record the notarial act in their journal (as required by the state), U.S. passport (issued by U.S. Dept. Find out more Why do some of the world's most respected corporations, institutions, hedge funds, governments and wealth management clients choose to work with UBS Investment Bank? Before you go, we want you to know we're only responsible for the content we post. When using the P and I Service, you understand and agree that it may take more than 60 days for us to receive notice of the return or reversal of an ACH debit and/or to exercise any rights granted or reserved under this Addendum. 1 Please review the Merrill Edge Guided Investing Program Brochure at www.merrilledge.com/guided-investing-program-brochure (PDF) for important information including pricing, rebalancing, and the details of the investment advisory program. vanessa.a.cook@bofa.com. Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). You further agree that you will be liable for the acts and omissions of any individual authorized by you to use the Business Services. ATMs that accept deposits and credit card payments, ATMs that allow cash withdrawals onlydeposits not accepted. Find the nearest location to open a CD, deposit funds and more. I even called the 800 customer service center number and they said my local branch DOESNT have a contact number and I This information may be used to deliver advertising on our Sites and offline (for example, by phone, email and direct mail) that's customized to meet specific interests you may have. These materials are for informational purposes only. The final prospectus supplement for each series, if available, is hyperlinked in first column of the table above. We are not liable for any damages or costs of any type arising out of or in any way connected with your use of the services of a third party. Both are indirect subsidiaries of Bank of America Corporation. Citi, under its holding company Citigroup, is the third-largest commercial bank in the U.S. -- and it offers a large network of branches and ATMs to show for it. Please try again, or use your mobile device to get the app from its app store. It's a good idea to plan ahead for banking needs you might have on Halloween. You may designate a primary Payment Account, which will be utilized for transactions as long as sufficient funds are available in the account to fund such transactions. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. and U.S. Trust Company of Delaware. Navigating their financial affairs doesn't have to be. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Merrill Lynch Professional Clearing Corp., all of which are registered broker-dealers and Members ofSIPC, and, in other jurisdictions, by locally registered entities. Content contained herein may have been produced by an outside party that is not affiliated with Bank of America or any of its affiliates (Bank of America). Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. Cash Flow Monitor is not sponsored or endorsed by any providers of the third-party services you access through Cash Flow Monitor. Facebook is responsible for their content and offerings on their site, and their level of security may be different from ours. When you initiate a payment, the P and I Service will inform you of the date we will debit your account ("Process Date") in order for the funds to be received by your Payee by the date you designate ("Delivery Date"), and how the payment will be delivered. Such notice must be given separately from any other notices given to other Bank departments or financial centers by calling us at 1.888.business (287.4637). Many of the offers appearing on this site are from advertisers from which this website receives compensation for being listed here. Merrill Edge investment centers will be built within new financial centers opening in Cleveland; Cincinnati; Columbus; Indianapolis; Lexington, KY; Pittsburgh; and Salt Lake City. Transfer money in real time 2 from Bank of America banking accounts with instant access to place trades. Please enter a valid 10-digit phone number. We and our licensors, if any, own the title, copyright, and other worldwide intellectual property rights in the Business Services and all copies thereof. From checking, savings, home mortgages to the convenience of online and mobile banking, Cathay Bank offers customers a wealth of personal banking solutions. The Bank of America Online Banking Service Agreement. "Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. As of 2022, there are more than 4,300 branches and 17,000 ATMs, so it's typically convenient to find locations with the services you need nearby. 2018 Bank of America Corporation. To learn more about relationship-based ads, online behavioral advertising and our privacy practices, please review Bank of America Online Privacy Notice and our Online Privacy FAQs. We may, in our sole discretion, contact your Payees about payments made or about to be made via the P and I Service. 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