BAC
This PR tier rewards clients with the following benefits:
- Unlimited no-fee ATM transactions
- 75% CC rewards bonus
-0.15% MGI annual program fee discount
What is the Platinum Honors rewards tier?
This platform allows clients access to an ETF-only strategy that works towards their identified investment objective.
What is Merrill Guided Investing?
These are unsupported account types through this tool:
- 529's
- Business accounts
- Inherited IRAs
What is the Rep Initiated Transfer of Assets (RITA) tool?
This card receives 3% cash back in the category of your choice, 2% cash back at grocery stores and wholesale clubs (on the first $2,500 in combined choice category/grocery store/wholesale club purchases each quarter) and 1% cash back on all other purchases.
What is the Customized Cash Rewards card?
This step includes the following:
- Role statement
- Relationship acknowledgement
- Assurance statement
What is TRE step 1?
A tool that is an industry-leading capability that enables you to digitally save items to the client’s Saved Items List for future action using Mobile/Online Banking.
What is Digital Assisted Shopping (DAS)?
This platform allows clients access to a personalized plan to work towards their investment objectives and be educated on the different ways investing can meet those goals either on the phone or in person.
What is Merrill Guided Investing with an Advisor (MGIA)?
T/F: Trust, Estate and transfers with account owners on a contra firm account, that are not on the Merrill Edge account are e-sign eligible transfers.
True
This card receives the following benefits:
- tickets to top sports and entertainment events, book travel, make dinner reservations and more with complimentary 24/7 Visa Infinite® Concierge service
- free unlimited access to airport lounges and experiences worldwide with your complimentary Priority Pass™ Memberships
- free unlimited access to airport lounges and experiences worldwide with your complimentary Priority Pass™ Memberships
What is the Premium Rewards® Elite Credit Card?
Uncovering Life Priorities, short and long term goals and decision drivers are included in this step.
What is TRE step 4?
Review monthly spending, be alerted when payments are scheduled to be made, manage your cards, get account information and managing Zelle payments are several of her capabilities.
Who is Erica?
This group is responsible for analyzing, constructing and managing the portfolio offerings for our clients.
What is the Chief Investment Office (CIO)?
This is the form that is required when depositing physical certificates.
What is the Irrevocable Stock/Bond Power Form?
Earn 1.5 points for every $1 you spend on all purchases everywhere, every time and receive no blackout dates or restrictions and points do not expire on this card.
What is the Travel Rewards Credit Card?
Moet Hennessey private client services, special savings on luxury auto brands and golf club and course privileges with WORLDVantage are a few offerings on this benefits program.
What are Bank of America Lifestyle benefits?
Here, clients receive a personalized service for a range of financial needs by way of a dedicated advisor and team to achieve simple to complex needs through comprehensive planning and proactive recommendations.
What is Merrill Lynch Wealth Management (MLWM)?
This(ese) level(s) of securities is only permitted to be transferred in to the GWIM platform when the total transfer value is $1 million or greater and the total value of the position(s) is less than 20% of total transfer value.
What are LPS level 2 and/or 3 securities?
Transactions will be declined or returned unpaid when you have insufficient funds for this account type; additionally Overdraft Protection is not available for this account setting
What is Advantage SafeBalance Banking®?
A resource designed to improve your financial health and move closer toward your goals through hundreds of educational articles, videos and tips.
What is Better Money Habits?
Access to global investments, wealth structuring, cash management and lending and business services are capabilities of this group while providing a boutique-like experience for individuals, families and business owners/executives.
What is Merrill Private Wealth Management?
An existing GWIM client you have a conversation with segmented to Premium on September 1, 2023 will bring in a total of $4.5mm to their GWIM account. The client brings in $500K in October 2023, $2mm during December 2023 and the remainder during February 2024. How much will be credited, in total, to your NNM calculations?
$0.
Page 50 of the comp. manual states that credit for GRE referrals to MLWM/Private Bank for existing clients are only eligible for PE, PE+ and PEH associates.
This account type is for investors that may not have the time to manage their asset allocation/research securities, may be fee-adverse and are comfortable with using a computer.