Common Contracts

Client Agreement

New York • January 10th, 2023

• Jurisdiction
  New York
• Filed
  January 10th, 2023

Contract

New York • December 26th, 2022

• Jurisdiction
  New York
• Filed
  December 26th, 2022

This Agreement defines the investment advisory relationship between you and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), and its Affiliate, Managed Account Advisors LLC (“MAA”), in providing you with the various services available now and in the future (“Services”) through the Merrill Guided Investing with Advisor program (the “Program”).

Contract

New York • February 24th, 2021

• Jurisdiction
  New York
• Filed
  February 24th, 2021

This Agreement defines the investment advisory relationship between you and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), and its Affiliate, Managed Account Advisors LLC (“MAA”), in providing you with the various services available now and in the future (“Services”) through the Merrill Guided Investing with Advisor program (the “Program”).