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Open an Investment or Trading Account with Merrill Edge

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/></span><div id="meganavHiddendivId" style="display:none;"><div id="l2WhyME" class="mega-nav" style="left:;"><div id="WhyEdgecol1" class="fl nav mn-col3" style="left:;"><div id="col1WhyEdgeWrap" class="wrap" style="left:;"><div id="headCol1WhyEdge" class="heading" style="left:;">How Are We Different?</div><ul id="col1WhyEdge" class="nl-a" style="left:;"><li id="nav8_col1WhyEdge" class="" style="left:;"><a href="/why-merrill">Why Choose Merrill</a></li><li id="nav1_col1WhyEdge" class="" style="left:;"><a href="/pricing">Pricing & Fees</a></li><li id="nav2_col1WhyEdge" class="" style="left:;"><a href="/preferred-rewards">BofA Preferred Rewards</a></li><li id="nav7_col1WhyEdge" class="" style="left:;"><a href="/research/perspectives">Insights</a></li><li id="nav3_col1WhyEdge" class="" style="left:;"><a href="/why-merrill/banking-and-investing-connected">Investing & Banking Connected</a></li><li id="nav4_col1WhyEdge" class="" style="left:;"><a href="/mobile-investing">Mobile Investing</a></li><li id="nav5_col1WhyEdge" class="" style="left:;"><a href="/sustainable-investing">Sustainable Investing</a></li><li id="nav6_col1WhyEdge" class="" style="left:;"><a href="/why-merrill/awards-ratings">Awards & Accolades</a></li></ul></div></div><div id="WhyEdge_CMS" class="fl cms mn-col3" style="left:;"><div class="wrap" style="padding-bottom:160px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneWhy" id="phoneWhy" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptWhy" id="apptWhy" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-help-question-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Expert Insights</p> <p class="txt-12 bold mb-0"><a name="infoWhy" id="infoWhy" class="lead-16" href="/research/perspectives">Get market updates<br /> and investing ideas</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25 pb-35"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div></div><div id="l2INT" class="mega-nav" style="left:;"><div id="INTcol1" class="fl nav mn-col1" style="left:;"><div id="col1INTWrap" class="wrap" style="left:;"><div id="headCol1INT" class="heading" style="left:;">Personal Investing & Trading</div><ul id="col1INT" class="nl-a" style="left:;"><li id="nav1_col1INT" class="" style="left:;"><a href="/investing">Personalized Investment Options</a></li></ul><div id="headsub1Col1INT" class="heading mt-30" style="left:;">Ways to Manage Accounts</div><ul id="sub1col1INT" class="nl-a" style="left:;"><li id="nav1_sub1col1INT" class="" style="left:;"><a href="/investing/merrill-self-directed-trading">Merrill Edge<sup>庐</sup> Self-Directed</a></li><li id="nav2_sub1col1INT" class="" style="left:;"><a href="/investing/merrill-guided-investing">Merrill Guided Investing</a></li><li id="nav3_sub1col1INT" class="" style="left:;"><a href="/investing/merrill-investment-advisor">Invest with an Advisor</a></li><li id="nav4_sub1col1INT" class="" style="left:;"><a href="/investing/ways-to-manage-investments">Compare All</a></li></ul></div></div><div id="INTcol2" class="fl nav mn-col2" style="left:;"><div id="col2INTWrap" class="wrap" style="left:;"><div id="headCol2INT" class="heading" style="left:;" href="/investment-products">Investment Accounts</div><ul id="col2INT" class="nl-a" style="left:;"><li id="nav1_col2INT" class="" style="left:;"><a href="/investing/brokerage-accounts">General Investing</a></li><li id="nav3_col2INT" class="" style="left:;"><a href="/education-savings">Education Accounts</a></li></ul><div id="headSub1Col2INT" class="heading mt-30" style="left:;">Investment Products</div><ul id="Sub1col2INT" class="nl-a" style="left:;"><li id="nav1_sub1col2INT" class="" style="left:;"><a href="/investing/stocks">Stocks</a></li><li id="nav2_sub1col2INT" class="" style="left:;"><a href="/investing/mutual-funds">Mutual Funds</a></li><li id="nav3_sub1col2INT" class="" style="left:;"><a href="/investing/etf">ETFs</a></li><li id="nav4_sub1col2INT" class="" style="left:;"><a href="/investing/fixed-income-bonds">Fixed Income & Bonds</a></li><li id="nav5_sub1col2INT" class="" style="left:;"><a href="/investing/certificate-of-deposit">CDs</a></li><li id="nav6_sub1col2INT" class="" style="left:;"><a href="/investment-products/options">Options</a></li></ul></div></div><div id="INTcol3" class="fl nav mn-col3" style="left:;"><div id="col3INTWrap" class="wrap" style="left:;"><div id="headCol3INT" class="heading" style="left:;">Trading</div><ul id="col3INT" class="nl-a" style="left:;"><li id="nav1_col3INT" class="" style="left:;"><a href="/investing/margin-trading">Margin Trading</a></li><li id="nav2_col3INT" class="" style="left:;"><a href="/investing/best-execution-trading">Order Execution Quality</a></li></ul><div id="headSub1Col3INT" class="heading mt-30" style="left:;">Investment Tools</div><ul id="Sub1col3INT" class="nl-a" style="left:;"><li id="nav1_sub1col3INT" class="" style="left:;"><a href="/idea-builder">Idea Builder</a></li><li id="nav2_sub1col3INT" class="" style="left:;"><a href="/dashboard">Merrill Edge MarketPro<sup>庐</sup></a></li></ul></div></div><div id="INT_CMS" class="fl cms mn-col4" style="left:;"><div class="wrap" style="padding-bottom:140px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneInvest" id="phoneInvest" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptInvest" id="apptInvest" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-book-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Investing Education</p> <p class="txt-12 bold mb-0"><a name="infoInvest" id="infoInvest" class="lead-16" href="/investor-education">Build your knowledge with<br /> our insights and education</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25" style="padding-bottom:90px;"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25" style="padding-bottom:95px;"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div></div><div id="l2GNR" class="mega-nav" style="left:;"><div id="GNRcol1" class="fl nav mn-col1" style="left:;"><div id="col1GNRWrap" class="wrap" style="left:;"><div id="headSub1Col1GNR" class="heading" style="left:;" href="/guidance/tools">Financial Goal Planning</div><ul id="Sub1col1GNR" class="nl-a" style="left:;"><li id="nav1_sub1col1GNR" class="" style="left:;"><a href="/guidance">Overview</a></li></ul><div id="headSub2Col1GNR" class="heading mt-30" style="left:;" href="/guidance/tools">By Life Stage</div><ul id="Sub2col1GNR" class="nl-a" style="left:;"><li id="nav1_sub2col1GNR" class="" style="left:;"><a href="/guidance/starting-out">Early in Your Career</a></li><li id="nav2_sub2col1GNR" class="" style="left:;"><a href="/guidance/building-wealth">Peak Earning Years</a></li><li id="nav3_sub2col1GNR" class="" style="left:;"><a href="/guidance/nearing-retirement">Nearing Retirement</a></li><li id="nav4_sub2col1GNR" class="" style="left:;"><a href="/guidance/retired">In Retirement</a></li></ul><div id="headSub3Col1GNR" class="heading mt-30" style="left:;" href="/guidance/tools">Tools & Resources</div><ul id="Sub3col1GNR" class="nl-a" style="left:;"><li id="nav1_sub3col1GNR" class="" style="left:;"><a href="/guidance/tools">View all Tools</a></li><li id="nav2_sub3col1GNR" class="" style="left:;"><a href="/guidance/tax-planning">Tax Resources</a></li></ul></div></div><div id="GNRcol2" class="fl nav mn-col3" style="left:;"><div id="col2GNRWrap" class="wrap" style="left:;"><div id="headCol2GNR" class="heading" style="left:;" href="/guidance">Education Planning</div><ul id="col2GNR" class="nl-a" style="left:;"><li id="nav1_col2GNR" class="" style="left:;"><a href="/college-savings">Plan for College</a></li><li id="nav2_col2GNR" class="" style="left:;"><a href="/college-savings/college-cost-calculator">College Cost Calculator</a></li><li id="nav3_col2GNR" class="" style="left:;"><a href="/college-savings/529-state-tax-calculator">529 Plan State Tax Calculator</a></li></ul><div id="headSub1Col2GNR" class="heading mt-30" style="left:;" href="/guidance">Retirement Planning</div><ul id="Sub1col2GNR" class="nl-a" style="left:;"><li id="nav1_Sub1col2GNR" class="" style="left:;"><a href="/retirement-planning">Plan for Retirement</a></li><li id="nav2_Sub1col2GNR" class="" style="left:;"><a href="/retirement/personal-retirement-calculator">Personal Retirement Calculator</a></li><li id="nav3_Sub1col2GNR" class="" style="left:;"><a href="/retirement/ira/selector-tool">Retirement Account Selector Tool</a></li><li id="nav4_Sub1col2GNR" class="" style="left:;"><a href="/retirement/401k-rollover-calculator">401(k) Rollover Calculator</a></li></ul></div></div><div id="GNR_CMS" class="fl cms mn-col4" style="left:;"><div class="wrap" style="padding-bottom:100px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneGuide" id="phoneGuide" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptGuide" id="apptGuide" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-invest-portfolio-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Investing and Trading</p> <p class="txt-12 bold mb-0"><a name="infoGuide" id="infoGuide" class="lead-16" href="/investing">A full range of<br /> investment choices</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25 pb-20"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25" style="padding-bottom:80px;"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div></div><div id="l2Research" class="mega-nav" style="left:;"><div id="col1RES" class="fl nav mn-col1" style="left:;"><div id="wrapRES" class="wrap" style="left:;"><div id="headRES" class="heading" style="left:;">Solutions</div><ul id="Col1RES" class="nl-a" style="left:;"><li id="nav2_Col1RES" class="" style="left:;"><a href="/retirement/rollover-ira">Rollover</a></li><li id="nav5_Col1RES" class="" style="left:;"><a href="/retirement/traditional-ira">Traditional IRA</a></li><li id="nav4_Col1RES" class="" style="left:;"><a href="/retirement/roth-ira">Roth IRA</a></li></ul><div id="headCol1Sub1RES" class="heading mt-30" style="left:;">Retirement Resources</div><ul id="Col1Sub1RES" class="nl-a" style="left:;"><li id="nav1_Col1Sub1RES" class="" style="left:;"><a href="/retirement/retirement-income-planning">Income in Retirement</a></li><li id="nav2_Col1Sub1RES" class="" style="left:;"><a href="/retirement-planning">Plan for Retirement</a></li><li id="nav3_Col1Sub1RES" class="" style="left:;"><a href="/retirement">Retirement Account Types</a></li><li id="nav4_Col1Sub1RES" class="" style="left:;"><a href="/guidance/tools/retirement">Retirement Tools</a></li></ul></div></div><div id="col2RES" class="fl nav mn-col2" style="left:;"><div id="wrap2RES" class="wrap" style="left:;"><div id="headRES2" class="heading" style="left:;" href="/research-and-insights">Small Business</div><ul id="Col2RES" class="nl-a" style="left:;"><li id="nav1_Col2RES" class="" style="left:;"><a href="/small-business/401k">Small Business 401(k)</a></li><li id="nav2_Col2RES" class="" style="left:;"><a href="/small-business/individual-401k">Individual 401(k)</a></li><li id="nav3_Col2RES" class="" style="left:;"><a href="/small-business/sep-ira">SEP IRA</a></li><li id="nav4_Col2RES" class="" style="left:;"><a href="/small-business/simple-ira">SIMPLE IRA</a></li><li id="nav5_Col2RES" class="" style="left:;"><a href="/small-business">View All Plans</a></li></ul></div></div><div id="l2Research_CMS" class="fl cms mn-col3" style="left:;"><div class="wrap" style="padding-bottom:100px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneResearch" id="phoneResearch" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptResearch" id="apptResearch" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-goal-target-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Financial Planning</p> <p class="txt-12 bold mb-0"><a name="infoResearch" id="infoResearch" class="lead-16" href="/guidance">Insights to help you<br /> plan for your goals</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25" style="padding-bottom:90px;"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25" style="padding-bottom:80px;"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div></div><div id="l2IE" class="mega-nav" style="left:;"><div id="EDUcol1" class="fl nav mn-col1" style="left:;"><div id="col1EDUWrap" class="wrap" style="left:;"><div id="headCol1EDU" class="heading" style="left:;">Investing Insights & Education</div><ul id="col1EDU" class="nl-a" style="left:;"><li id="nav1_col1EDU" class="" style="left:;"><a href="/investor-education">Overview</a></li><li id="nav2_col1EDU" class="" style="left:;"><a href="/guidance/start-investing">Get Started Investing</a></li><li id="nav3_col1EDU" class="" style="left:;"><a href="/investor-education/investing-basics">Investing Basics</a></li><li id="nav4_col1EDU" class="" style="left:;"><a href="/investor-education/advanced-investing">Advanced Investing</a></li><li id="nav5_col1EDU" class="" style="left:;"><a href="/research/perspectives">Market & Investing Insights</a></li></ul></div></div><div id="EDUcol2" class="fl nav mn-col2" style="left:;"><div id="col2EDUWrap" class="wrap" style="left:;"><div id="headCol2EDU" class="heading" style="left:;" href="/investor-education">Product Education</div><ul id="col2EDU" class="nl-a" style="left:;"><li id="nav3_col2EDU" class="" style="left:;"><a href="/investor-education/understanding-stocks">Stocks</a></li><li id="nav5_col2EDU" class="" style="left:;"><a href="/investor-education/understanding-mutual-funds">Mutual Funds</a></li><li id="nav4_col2EDU" class="" style="left:;"><a href="/investor-education/understanding-etfs">ETFs</a></li><li id="nav6_col2EDU" class="" style="left:;"><a href="/investor-education/understanding-bonds">Fixed Income & Bonds</a></li><li id="nav2_col2EDU" class="" style="left:;"><a href="/investor-education/options-education">Options</a></li></ul></div></div><div id="l2IE_CMS" class="fl cms mn-col4" style="left:;"><div class="wrap" style="padding-bottom:162px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneEd" id="phoneEd" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptEd" id="apptEd" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-award-ribbon-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Investing Solutions</p> <p class="txt-12 bold mb-0"><a name="infoEd" id="infoEd" class="lead-16" href="/why-merrill ">Explore the advantages<br /> of investing with Merrill</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25 pb-20"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div></div><div id="l2OAA" class="mega-nav" style="left:;"><div id="OAA_CMS" class="fl cms mn-col1" style="left:;"><div class="wrap" style="padding-bottom:160px;"> <div class="heading">Help When You Want It</div> <div class="fsa-notincontext"> <div> <div class="pt-5 pb-10 pl-25 pr-25"> <!-- Hides for IFA (see script) --> <div class="ifaNo"> <div class="mega-flex mb-20"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png" alt="" style="width:24px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Available 24/7</p> <p class="txt-12 bold mb-0"><a name="phoneOAO" id="phoneOAO" href="tel:888.637.3343">888.637.3343</a></p> </div> </div> <div class="mega-flex"> <div class="mega-image"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png" alt="" style="width:18px; height:auto;" /></div> <div class="mega-text"> <p class="txt-14 mb-5">Guidance near you</p> <p class="txt-12 bold mb-0"><a name="apptOAO" id="apptOAO" target="_blank" href="https://secure.bankofamerica.com/secure-mycommunications/public/appointments/?marketingCode=MESCHDCNSLT_ECBBA_A3000">Schedule an appointment</a></p> </div> </div> </div> <!-- Displays for IFA (see script) --> <div class="ifaYes hide"> <div class="mega-flex ifa"> <div class="mega-image ifa"><img src="/Publish/Content/image/png/GWMOL/ME-icon-rebrand-email-scalable.png" alt="" style="width:30px; height:auto;" /></div> <div class="mega-text"> <p class="bold txt-s txt-gray2 txt-12 mt-5 mb-0 lead-125pc">To find the small business<br /> retirement plan that works<br /> for you, contact:</p> </div> </div> </div> </div> </div> <div class="pt-5 pl-25 pr-25 pb-35"> <!-- Displays for IFA (see script) --> <a class="ifaYes hide" target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a><br />&nbsp; </div> </div> <div class="fsa-incontext mt-15 pt-15 pr-20 pb-20 pl-25"> <div class="mb-15" style="display:flex;"> <span class="fsa-photo fsa-placement"></span> <div style="display:flex; flex-direction:column; justify-content:center;"> <p class="bold mb-5 w-145"><a class="fsa-website" href="" target="_self"><span class="fsa-firstname"></span>&nbsp;<span class="fsa-lastname"></span></a></p> <p class="fsa-functionaltitle mt-0 mb-10"></p> <p class="fsa-phone bold mt-0 mb-0"></p> <p class="fsa-extension bold mt-0 mb-0"></p> </div> </div> <div><a class="fsa-scheduleappointment cta orange mb-10" href="" target="_self"><span>Schedule an appointment</span></a></div> <p class="mt-0 mb-0 lead-14">Learn more about an advisor's<br /> background on <a onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/broker-check-modal',null,500,650,null,null,'modal2',true,'pageMask2');return false;" href="javascript:void(0);">FINRA's BrokerCheck</a></p> </div> </div> <style> .mega-flex { align-items:center; display:flex; gap:12px; } .mega-flex.ifa { gap:10px; } .mega-image { align-items:center; display:flex; flex-direction:column; flex-shrink:0; justify-content:flex-end; text-align:center; width:24px; } .mega-image.ifa { width:30px; } .fsa-placement { background-position:center center; background-repeat:no-repeat; background-size:100% auto; display: block; height:65px; margin-right:6px; width:50px; } .fsa-incontext a.cta.orange { background:#0052c2; border-color:#0052c2; } .fsa-incontext a:hover.cta.orange { background:#0073cf; border-color:#0073cf; } </style></div><div id="OAAcol1" class="fl nav mn-col2" style="left:;"><div id="col1OAAWrap" class="wrap" style="left:;"><div id="headCol1OAA" class="heading" style="left:;">General Investing</div><ul id="col1OAA" class="nl-a" style="left:;"><li id="nav1_col1OAA" class="" style="left:;"><a href="/global-oao">Account Options</a></li><li id="nav2_col1OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=IndividualCMA&amp;_tps=2BBAA0F4-C6A8-4B73-91AA-7359FAE8EB1A">Individual Investing Account</a></li><li id="nav3_col1OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=JointCMA&amp;_tps=2BBAA0F4-C6A8-4B73-91AA-7359FAE8EB1A">Joint Investing Account</a></li><li id="nav4_col1OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=CustodialCMA&amp;_tps=2BBAA0F4-C6A8-4B73-91AA-7359FAE8EB1A">Custodial Investing Account</a></li></ul><div id="headSubCol1OAA" class="heading mt-30" style="left:;">Retirement Accounts</div><ul id="subcol1OAA" class="nl-a" style="left:;"><li id="nav1_subcol1OAA" class="" style="left:;"><a href="/global-oao?src_cd=internal&amp;oaochannel=edge_public&amp;oaosource=global_nav_acct_sel&amp;oaounit=rollover_link&amp;oaocampaign=baseline&amp;oaoterm=rollover_baseline">Rollover</a></li><li id="nav2_subcol1OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=TraditionalIRA&amp;_tps=2BBAA0F4-C6A8-4B73-91AA-7359FAE8EB1A">Traditional IRA</a></li><li id="nav3_subcol1OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=RothIRA&amp;_tps=2BBAA0F4-C6A8-4B73-91AA-7359FAE8EB1A">Roth IRA</a></li></ul><div id="headSubCol4OAA" class="heading mt-30" style="left:;">Inherited IRA</div><ul id="subcol4OAA" class="nl-a" style="left:;"><li id="nav1_subcol4OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/RoleSelection.aspx?AccountType=TraditionalIRA">Traditional Inherited IRA</a></li><li id="nav2_subcol4OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/RoleSelection.aspx?AccountType=RothIRA">Roth Inherited IRA</a></li></ul></div></div><div id="OAAcol2" class="fl nav mn-col3" style="left:;"><div id="col2OAAWrap" class="wrap" style="left:;"><div id="headCol2OAA" class="heading" style="left:;">College Planning Accounts</div><ul id="col2OAA" class="nl-a" style="left:;"><li id="nav1_col2OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/SubAccountTypeA.aspx?_tps=76a2df6657eb4727924724805b48aaa0">529 College Savings Plans</a></li><li id="nav2_col2OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=CustodialCMA&amp;_tps=76a2df6657eb4727924724805b48aaa0">Custodial UGMA/UTMA Accounts</a></li></ul><div id="headSubCol2OAA" class="heading mt-30" style="left:;">Managed Portfolios</div><ul id="Subcol2OAA" class="nl-a" style="left:;"><li id="nav1_Subcol2OAA" class="" style="left:;"><a href="/guided-investing">Merrill Guided Investing</a></li><li id="nav2_Subcol2OAA" class="" style="left:;"><a href="/guided-investing">Invest with an Advisor</a></li></ul></div></div><div id="OAAcol3" class="fl nav mn-col4" style="left:;"><div id="col3OAAWrap" class="wrap" style="left:;"><div id="headSubCol3OAA" class="heading" style="left:;">Small Business Accounts</div><ul id="colSub3OAA" class="nl-a" style="left:;"><li id="nav1_Subcol3OAA" class="" style="left:;"><a href="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl(&#39;/401k-customize&#39;,null,150,525,null,null,&#39;modal2&#39;,true,&#39;pageMask2&#39;);">Small Business 401(k)</a></li><li id="nav2_Subcol3OAA" class="" style="left:;"><a href="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl(&#39;/401k-customize&#39;,null,150,525,null,null,&#39;modal2&#39;,true,&#39;pageMask2&#39;);">Individual 401(k)</a></li><li id="nav3_Subcol3OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=SEPIRA">SEP IRA</a></li><li id="nav4_Subcol3OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/OAO1/BeforeYouBeginA.aspx?accounttype=SimpleIRA">SIMPLE IRA</a></li><li id="nav5_Subcol3OAA" class="" style="left:;"><a href="https://olui2.fs.ml.com/Publish/Content/application/pdf/GWMOL/BIAAccountApplicationandAgreement.pdf">Business Investor Account</a></li></ul><div id="headCol3OAA" class="heading mt-30" style="left:;">Simple Flat-Rate Pricing</div><ul id="col3OAA" class="nl-a" style="left:;"><li id="nav1_col3OAA" class="" style="left:;"><a href="/pricing">lnvesting Costs & Fees</a></li></ul></div></div></div></div> </div> <div id="dvClearHeader"> <!-- please add class="clear" to the same div incase any problem --> </div> <div id="contentArea" > <div class="site-stage"> <input name="ctl00$ctl00$siteContent$MainContent$PageNameField" type="hidden" id="ctl00_ctl00_siteContent_MainContent_PageNameField" value="global-oao" /><div class="zt-f " xmlns:xhtml="http://www.w3.org/1999/xhtml"><div id="pageTitle" class="pageTitle" xmlns:xhtml="http://www.w3.org/1999/xhtml"><div class="pt-wrap"><div id="dvPageTitle"><div id="ctl00_ctl00_siteContent_MainContent_cphL2HeaderZone" class="cphL2HeaderZone"> <div 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id="ctl00_ctl00_siteContent_MainContent_phZone1" class="phZone1"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl2"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ContentPlaceHolder"></div> <span id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ECMSContentCtrl1"><div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ecmsWPRECMSContentCtrl1"> <!-- BEGIN main content area --> <!-- PUBLISHERS: Instead using ECMS tags for links to MLD and MGI OAO pages, please use the relative URL and include the classes "mldLink" or "mgiLink" in the "a" tag. See script at bottom of markup and search on "example" below. --> <!-- ECMS tag goes here --><script type="text/javascript" src="/publish/content/assets/js/tealiumSPA_Analytics.js?d=271124_320613"></script> <script> // Hides default screen according to query string var stringURL = window.location.href.toLowerCase(); if ((stringURL.indexOf('oaocampaign=baseline') > 0) || (stringURL.indexOf('oaocampaign=rollover_refine') > 0) && (stringURL.indexOf('oaocampaign=mda_bac_baseline') < 0)) { console.log(stringURL); document.write('<style>#defaultScreen { display:none; }</style>'); } </script> <style> /* Hides content from CMS editor */ #div_bodynoeditor .oaoHeader1, #div_bodynoeditor .wrapper-2, #div_bodynoeditor .spacerOAO, #div_bodynoeditor .oaoFooter1 { display:none; } /* removes horizontal scrollbar from IE */ html { max-width: 100% !important; overflow-x: hidden !important; } body { background-color:#f5f5f5; } .zone-template { min-width: 0; position: relative; } .site-header, #ctl00_ctl00_siteContent_navHeader, #pageTitle, #dvFSDDisclaimer, #dvFooter { display:none; 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} .oaoMod.taxInfo h3 { cursor:pointer; } .oaoMod h2 { font-family: 'connections'; font-weight:400; font-size:28px; padding:0 0 15px 0; } .oaoMod h2, .oaoMod h3 { color: #36c; } .oaoMod h2:hover, .oaoMod h3:hover { text-decoration:underline; } .oaoMod h3, .find h2.sub { font-family: 'connections'; font-weight:400; font-size:28px; margin:0; } .find h2.sub { padding:25px 0 35px 0; } /* Click for pop-up */ a.popup { align-items:center; border-radius:50%; border:1px solid #0073cf; box-sizing:border-box; cursor:pointer; color:#0073cf; display:flex; flex-shrink:0; font-size:10px; font-weight:600; height:16px; justify-content:center; margin:0 0 0 15px; position:relative; width:16px; } a.popup:hover { box-shadow: 0 0 7px rgba(0, 114, 207, 0.7); text-decoration:none; } /* The actual popup (appears on top) */ .popup .popuptext { background-color:#fff; bottom: 175%; box-shadow: 0 0 7px rgba(0, 0, 0, 0.5); box-sizing:border-box; color: #646464; font-family:arial, helvetica, sans-serif; font-size:13px; font-weight:400; left: 50%; margin-left: -100px; padding: 5px 10px; position: absolute; text-align:center; visibility: hidden; width: 200px; z-index:99; } /* Popup arrow */ a.popup .popuptext::after { content: ""; position: absolute; top: 100%; left: 50%; margin-left: -5px; border-width: 5px; border-style: solid; border-color: #fff transparent transparent transparent; } /* Toggle this class when clicking on the popup container (hide and show the popup) */ a.popup .show { visibility: visible; -webkit-animation: fadeIn .5s; animation: fadeIn .5s } a.popup .hide { visibility: hidden; } /* Add animation (fade in the popup) */ @-webkit-keyframes fadeIn { from {opacity: 0;} to {opacity: 1;} } @keyframes fadeIn { from {opacity: 0;} to {opacity:1 ;} } .back { padding:15px 0 50px 0; } .back a { background-image: url(/Publish/Content/image/png/GWMOL/acd-c-small-left.png); background-repeat:no-repeat; background-position:left center; display:inline-block; font-size:14px; font-family:arial, helvetica, sans-serif; padding:0 0 0 15px; } .back.backList { display:none; padding:0 0 20px 0; } .find h2, .list h2.findq { font-size:36px; padding:0 0 50px 0; } .find h2.offer600 { line-height:1.25; max-width:824px; padding:0 0 25px 0; } .find .oaoMod h2 { font-size:28px; padding:0 0 10px 0; text-align:left; } .list h2.findq.matchIRA { max-width:915px; } .list h2.findq.sbAlmost { max-width:720px; } .list h2.findq.sbUnsure { max-width:700px; } .list h2 { font-size:44px; padding:0 0 40px 0; } .listTop { background-color:#fff; } .listDesk { box-sizing:border-box; display:flex; justify-content:space-between; max-width:590px; } .listDesk a { color:#646464; cursor:pointer; display:inline-block; font-family:arial, helvetica, sans-serif; font-size:16px; padding:0 15px 15px 15px; } .listDesk a:hover { text-decoration:none; } .listDesk a.selected { border-bottom:5px solid #012169; color:#012169; font-weight:600; padding:0 15px 10px 15px; } .listMobile { display:none; } .listBottom { padding:40px 0 0 0; } .oaoAccFlex { display:flex; flex-wrap:wrap; } .oaoListMod, .oaoMGIMod { background:#fff; border-radius:12px; border:1px solid #e5e5e5; box-shadow: 0 2px 20px 0 rgba(0,0,0,0.12); box-sizing:border-box; color:#333; cursor:pointer; display:flex; flex-direction:column; font-size:14px; margin:0 20px 20px 0; min-height:300px; padding:20px; width:294px; } .oaoListMod:hover, .oaoMGIMod:hover { box-shadow: 0 2px 5px 0 rgba(0,0,0,0.20); cursor:auto; } .oaoListMod:focus, .oaoMGIMod:focus { box-shadow: 0 2px 20px 0 rgba(0,0,0,0.12), 0 2px 5px 0 rgba(0,0,0,0.20); } .mgiFlex { display:flex; } .oaoMGIMod { min-height:202px; width:50%; } .oaoListMod h3, .oaoMGIMod h3 { font-size:24px; font-weight:500; line-height:1.2; } .mgiIntro { font-size:14px; padding:0 0 20px 0; } .mgiaFee, .mgiFee { color:#646464; font-size:12px; } .mgiaFee.show, .mgiFee.show { display:inline; } .oaoListText { padding:10px 0 0 0; } .mgiFlex .oaoListCTA { margin-top:auto; padding:30px 0 0 0; } .mgiFlex .oaoListText { padding:0 0 15px 0; } .mgiFlex .oaoListCTA .cta.orange { max-width:254px; } .find h2.mgiaStart { padding:0 0 15px 0; } h3.mgiaSubHead { color:#000; font-family:'connections',Arial,Helvetica,sans-serif; font-size:20px; font-weight: 400; padding:0 0 40px 0; } .oaoListCTA.mgiaOnline { padding:0 0 40px 0; } .oaoListCTA.mgiaOnline .cta.orange { height:50px; line-height:50px; max-width:294px; } .apptFlex { display:flex; justify-content:space-between; max-width:470px; } .apptFlex > div { background-position:left center; background-repeat:no-repeat; } .apptMeeting { background-image: url(/Publish/Content/image/png/GWMOL/ME-icon-rebrand-location-fsa-scalable.png); background-size:25px auto; padding:0 0 0 50px; } .apptCall { background-image: url(/Publish/Content/image/png/GWMOL/ME-icon-rebrand-phone-call-scalable.png); background-size:35px auto; padding:0 0 0 55px; } .apptFlex h4 { color:#333; font-size:16px; font-weight:400; margin:0 0 5px 0; } .apptFlex a { font-size:14px; font-weight:600; } .oaoListMod .oaoListCTA { margin-top:auto; } .oaoNote { font-size:12px; padding:20px 0 0 0; } .oaoNote.flex { display:flex; flex-wrap:wrap; gap:10px; padding:0; } .oaoNote.flex > div:last-of-type { text-align:right; } .oaoNote a { white-space:nowrap; } .oaoNote a.wrap { white-space:normal; } .oaoListCTA .cta.orange { box-sizing:border-box; height:40px; line-height:40px; margin:20px 0 0 0; text-align:center; width:100%; } .listFindHelp { font-size:14px; padding:15px 0 0 0; } .rothFind { font-size:14px; } .spacerOAO { height:90px; } .oaoFooter1 { left: 0; bottom: 0; position:fixed; width: 100vw; } .oaoDisc { background:#f5f5f5; color:#666; font-size:11px; padding:25px 0 4px 80px; position:static; } .oaoDisc.tax { padding:20px 0 0 0; } .oaoFooter2 { background-color:#012169; } .oaoFooter3 { color:#fff; font-size:13px; margin:0 auto; max-width:1256px; padding:4px 20px; } .oaoFooter3 a { color:#fff; } .oaoFooter3 a:hover { text-decoration:none; } @media only screen and (max-width: 1024px) { /* viewport up to 1024px */ .wrapper-2 h1 { font-size:28px; padding:60px 0 10px 0; } .wrapper-2 .subHead { font-size:16px; padding:0 0 30px 0; } .find .oaoMod h2 { font-size:20px; } .find h2, .list h2.findq { font-size:28px; padding: 0 0 30px 0; } .oaoMod { font-size:14px; height:92px; margin:0 0 15px 0; max-width:656px; } .oaoMod h3, .find h2.sub { font-size:20px; } .back { padding:15px 0 30px 0; } .list h2 { font-size:28px; padding: 0 0 30px 0; } .listDesk a { font-size:14px; padding:0 10px 12px 10px; } .listDesk a.selected { border-width:4px; padding:0 10px 8px 10px; } .oaoListMod { font-size:13px; margin:0 15px 15px 0; min-height:290px; width:230px; } .oaoListMod h3, .oaoMGIMod h3 { font-size:20px; } .oaoListCTA .cta.orange { font-size:14px; } .oaoNote { padding:15px 0 0 0; } .mgiIntro { font-size:12px; padding:0 0 10px 0; } .mgiFlex .oaoListCTA { padding:10px 0 0 0; } h3.mgiaSubHead { font-size:16px; padding: 0 0 10px 0; } .mgiFlex .oaoListCTA .cta.orange { font-size:16px; } .oaoListCTA.mgiaOnline { padding:0 0 30px 0; } .oaoListCTA.mgiaOnline .cta.orange { font-size:16px; height:40px; line-height:40px; max-width:236px; } } @media only screen and (max-width: 960px) { /* viewport up to 960px */ a.popup .popuptext { margin-left: -160px; } a.popup .popuptext::after { left:80%; } } @media only screen and (max-width: 760px) {/* viewport up to 760px */ #nebula_div_btn { display:none; } /* Hides feedback at mobile widths */ .shareDesk { display:none; } .shareMobile { display:block; } .linkDesk { display:none;} .linkMobile { display:inline;} #etdisclosure { padding: 10px 20px 30px 20px; } .site-logo .site-logo__img, .site-logo .site-logo__print { height:36px; width:125px; } .wrapper-2 h1 { font-size:28px; padding:25px 0 10px 0; text-align:center; } .wrapper-2 .subHead { color:#333; font-family:arial, helvetica, sans-serif; font-size:16px; margin:0 auto; max-width:315px; padding:0 0 35px 0; text-align:center; } .oaoMod { font-family:arial, helvetica, sans-serif; } .oaoMod h3, .find h2.sub { font-size:20px; } .mgiFlex { flex-wrap:wrap; } .oaoMGIMod { width:294px; } .oaoNote.flex { gap:5px; } .mgiFlex .oaoListCTA .cta.orange { max-width:100%; } .find h2.sub { padding:15px 0 25px 0; } .find h2, .list h2.findq { font-size:28px; padding: 0 0 30px 0; } .find h2 { text-align:center; } .listBottom { padding:25px 0 0 0; } .oaoDisc { padding:10px 20px; } .oaoFooter3 span { display:block; } .oaoCall { font-size:12px; } } @media only screen and (max-width: 640px) { /* viewport up to 640px */ #backID { scroll-margin-top: 53px; } .wrapper-2 { position:relative; } .oaoHeader2 { height:51px; position:relative; } .site-logo .site-logo__img, .site-logo .site-logo__print { height:27px; margin: auto; position:absolute; top:12px; left: 0; right: 0; width:95px; } .oaoSecured { background-size:auto 16px; font-size:11px; height:16px; line-height:16px; padding:0 22px 0 0; } .back { padding:0 0 30px 0; } .back a { background-image: url(/Publish/Content/image/png/GWMOL/ME-caret-left.png); background-size:10px auto; font-size:11px; height:18px; line-height:18px; position:absolute; left:20px; top:-35px; } .back.backList a { top:-55px; } h2.mgiaStart, h3.mgiaSubHead, .oaoListCTA.mgiaOnline { text-align:center; } h3.mgiaSubHead { font-family:inherit; font-size:16px; padding: 0 0 25px 0; } .apptFlex { margin:0 auto; } .apptFlex > div { background-position:top center; text-align:center; } .apptMeeting, .apptCall { padding:45px 0 0 0; } .apptCall { order:-1; } .scroll { white-space: nowrap; overflow-x: auto; -webkit-overflow-scrolling: touch; -ms-overflow-style: -ms-autohiding-scrollbar; } .scroll::-webkit-scrollbar { display: none; } .list h2 { font-size:28px; margin:0 auto; padding:0 0 20px 0; text-align:center; } .listDesk { padding:0; } .listDesk a { margin: 0 15px 0 0; padding:0 0 12px 0; } .listDesk a:last-of-type { margin:0; } .listDesk a.selected { padding:0 0 8px 0; } .oaoListMod, .oaoMGIMod { font-size:14px; min-height:auto; margin:0 auto 15px auto; max-width:440px; width:100%; } .oaoListMod .oaoListCTA { margin-top:25px; } .oaoListCTA .cta.orange { font-size:16px; } .oaoListCTA.mgiaOnline .cta.orange { height:50px; line-height:50px; max-width:294px; } .oaoNote.flex { max-width:100%; } .listFindHelp { margin:0 auto; padding:10px 0 0 0; text-align:center; } } @media only screen and (max-width: 568px) { /* viewport up to 568px */ .listFindHelp { max-width:280px; } } @media only screen and (max-width: 480px) { /* viewport up to 480px */ .wrapper-2 h1 { font-size:28px; } h2.toStart { margin:0 auto; max-width:320px; } .listDesk { margin:0 -20px; } .listDesk a:first-of-type { margin:0 15px 0 10px; } /* Fix .listDesk { display:none; } .listMobile { display:block; padding:0 0 15px 0; } select#listSelect { border:1px solid #012169; color:#646464; } */ } @media only screen and (max-width: 414px) { /* viewport up to 414px */ .list h2.selectAcc { max-width:230px; } } @media only screen and (max-width: 360px) { /* viewport up to 360px */ .oaoCall { font-size:11px; } .oaoMod h3 { font-size:5.5vw; } .apptFlex > div { flex-shrink:0; } .apptFlex h4 { font-size:14px; } .apptFlex a { font-size:13px; } } @media only screen and (max-width: 320px) { /* viewport up to 320px */ .rothFind { font-size:13px; } .apptFlex h4 { font-size:13px; } .apptFlex a { font-size:12px; } } </style> <script> $GE.JQ(function() { var pageURL = $(location).attr("href").toLowerCase(); $(window).on('beforeunload', function() { // On page reload $(window).scrollTop(0); // Scroll to top $("select[id='listSelect']").val(1); // Reset accounts drop down }); // Navigate to screens $('a#1aHelp').click(function () { $('.find').not('.2aFind').addClass('hide').removeClass('show'); $('.2aFind').addClass('show').removeClass('hide'); $('#defaultScreen').css("display", "none"); }); $('a#1bShow, a#4bFindManagedRetMovBackList, a#backMGIComm').click(function () { $('.listTop, .listBottom, .2bList, .oaoNote').addClass('show').removeClass('hide'); $('.1Intro, .4bFindManagedRetMov, .5aFindMGI, .findq').addClass('hide').removeClass('show'); $('.oaoListMod').not('.common').css("display", "none"); $('.backList').css("display", "none"); $('.oaoListMod.common').css("display", "flex"); $('#modRollover').css("order", "inherit"); $('.listDesk a').not('#select1').removeClass('selected'); $('.listDesk a#select1').addClass('selected'); $('#listSelect').val('1'); $('#defaultScreen').css("display", "none"); }); // Hide CTA buttons in list view - mobile if (window.matchMedia('(max-width: 640px)').matches) { $('.oaoListMod .oaoListText, .oaoListMod .oaoListCTA').css("display", "none"); } $('a#allAccBack, #allAccMESD').click(function () { $('.listTop, .2bList, .oaoNote').addClass('show').removeClass('hide'); $('.4bFindMGI, .5aFindMGI, .findq').addClass('hide').removeClass('show'); $('.oaoListMod').not('.common').css("display", "none"); $('.backList').css("display", "none"); $('.oaoListMod.common').css("display", "flex"); $('#modRollover').css("order", "inherit"); $('.listDesk a').not('#select1').removeClass('selected'); $('.listDesk a#select1').addClass('selected'); $('#listSelect').val('1'); // Hide CTA buttons in list view - mobile if (window.matchMedia('(max-width: 640px)').matches) { $('.oaoListMod .oaoListText, .oaoListMod .oaoListCTA').css("display", "none"); } }); // Reveal CTA buttons on click - mobile $('.oaoListMod').click(function () { if (window.matchMedia('(max-width: 640px)').matches) { if ($(this).find('.oaoListCTA, .oaoListText').css("display", "none")) { $('.oaoListMod').find('.oaoListCTA, .oaoListText').css("display", "none"); $(this).find('.oaoListCTA, .oaoListText').css("display", "block"); } } }); $('a.oaoMod').not('a#1bShow').not('#allAccMESD').click(function () { if (window.matchMedia('(max-width: 640px)').matches) { $('.oaoListMod .oaoListCTA, .oaoListMod .oaoListText').css("display", "block"); } }); // Added for ADA back tabbing anchor $('.back a').click(function () { console.log('clicked'); window.location.href = "#backID"; }); $('#2bListBack').click(function () { $('.find').not('.1Intro').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.1Intro').addClass('show').removeClass('hide'); $('#defaultScreen').css("display", "block"); }); $('#2aFindBack').click(function () { $('.find').not('.1Intro').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.1Intro').addClass('show').removeClass('hide'); $('#defaultScreen').css("display", "block"); if ((pageURL.indexOf('oaoterm=mgi_start_all') > 0)) { $('.find').not('.4bFindMGI ').addClass('hide').removeClass('show'); 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$('.2aFind').addClass('show').removeClass('hide'); } }); $('#4bFindMGIBack').click(function () { $('.find').not('.3aFindManagedGen').addClass('hide').removeClass('show'); $('.3aFindManagedGen').addClass('show').removeClass('hide'); }); $('#4bFindManagedEduFlexBack').click(function () { $('.find').not('.3cFindPlanEdu').addClass('hide').removeClass('show'); $('.3cFindPlanEdu').addClass('show').removeClass('hide'); }); $('a#4aMGI').click(function () { $('.4bFindMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.general, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.general').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); if (pageURL.indexOf('offer_omniall_1000') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .pr1000').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); } if (pageURL.indexOf('offer_omniall_600') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .h3MGI, .mgiIntro, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); } }); $('a#4bMGI').click(function () { $('.4bFindMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.general, .h3Online, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.general').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); if (pageURL.indexOf('offer_omniall_1000') > 0) { $('.mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .h3Online, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .pr1000').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod, #mgiaMod').css("display", "flex"); } if (pageURL.indexOf('offer_omniall_600') > 0) { $('.oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .h3Online, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod, #mgiaMod').css("display", "flex"); } }); // New MGI "most common" module $('a#mgiCTAList').click(function () { $('.5aFindMGI, .5aFindMGI, .backMGI.comm, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.comm').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); $('.listTop, .listBottom').addClass('hide').removeClass('show'); }); // New selfSB flow MGI $('a#5aSelfSBNewMGI').click(function () { $('.5bFindSelfSBNewMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retSelfSB, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retSelfSB').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); }); // New selfSB flow MGIA $('a#5bSelfSBNewMGI').click(function () { $('.5bFindSelfSBNewMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retSelfSB, .h3Online, .mgiaFee, .listFindHelp.retSelfSB, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retSelfSB').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); }); // New eeSB flow MGI $('a#5aEeSBNewMGI').click(function () { $('.5bFindEeSBNewMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retEeSB, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retEeSB').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); }); // New eeSB flow MGIA $('a#5bEeSBNewMGI').click(function () { $('.5bFindEeSBNewMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retEeSB, .h3Online, .mgiaFee, .listFindHelp.retEeSB, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retEeSB').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); }); $('a#5aRetMovMGI').click(function () { $('.5bFindRetMovMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retMove, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.retMove, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retMove').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); if (pageURL.indexOf('offer_omniall_1000') > 0) { $('.h3Online, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .pr1000').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } if (pageURL.indexOf('offer_omniall_600') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } }); $('a#5bRetMovMGI').click(function () { $('.5bFindRetMovMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retMove, .h3Online, .mgiaFee, .listFindHelp.retMove, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retMove').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); if (pageURL.indexOf('offer_omniall_1000') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .h3Online, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .pr1000').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod, #mgiaMod').css("display", "flex"); } if (pageURL.indexOf('offer_omniall_600') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.offer, .h3Online, .mgiaFee, .mgiFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod, #mgiaMod').css("display", "flex"); } }); $('a#5aRetNewMGI').click(function () { $('.5bFindRetNewMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.retNew, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.retNew, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retNew').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); if ((pageURL.indexOf('offer_omniall_1000') > 0) || (pageURL.indexOf('offer_omniall_600') > 0)) { $('.mgiFee').addClass('show').removeClass('hide'); } }); $('a#5bRetNewMGI').click(function () { $('.5bFindRetNewMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show mgiFlex oaoListCTA'); $('.5aFindMGI, .5aFindMGI .backMGI.retNew, .h3Online, .mgiaFee, .listFindHelp.retNew').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.retNew').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); if ((pageURL.indexOf('offer_omniall_1000') > 0) || (pageURL.indexOf('offer_omniall_600') > 0)) { $('.mgiFee').addClass('show').removeClass('hide'); } }); $('a#5cRetMoveType').click(function () { $('.find').not('.5aFindRetMov').addClass('hide').removeClass('show'); $('.5aFindRetMov').addClass('show').removeClass('hide'); window.location.href = "#backID"; }); $('a#5cRetNewType').click(function () { $('.find').not('.5aFindRetNewTaxPlan').addClass('hide').removeClass('show'); $('.5aFindRetNewTaxPlan').addClass('show').removeClass('hide'); window.location.href = "#backID"; }); $('a#5aEduFlexMGI').click(function () { $('.5bFindEduFlexMGI, .h3Online, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.edu, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.edu, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.edu').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); }); $('a#5bEduFlexMGI').click(function () { $('.5bFindEduFlexMGI, h3.h3MGI, .mgiIntro').addClass('hide').removeClass('show'); $('.5aFindMGI, .5aFindMGI .backMGI.edu, .h3Online, .mgiaFee, .listFindHelp.edu, .mgiFlex .oaoListCTA').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.edu').addClass('hide').removeClass('show'); $('#mgiMod, #mgiaMod').css("display", "flex"); $('.withMGI').css("display", "inline"); }); $('a#mgiaCTA').click(function () { $('.6aFindMGIA').addClass('show').removeClass('hide'); $('.5aFindMGI').addClass('hide').removeClass('show'); }); $('.5aFindMGI a#backMGIGen').click(function () { $('.4bFindMGI').addClass('show').removeClass('hide'); $('.5aFindMGI').addClass('hide').removeClass('show'); }); $('.5aFindMGI a#backMGIRetMove').click(function () { $('.find').not('.5bFindRetMovMGI').addClass('hide').removeClass('show'); $('.5bFindRetMovMGI ').addClass('show').removeClass('hide'); }); $('.5aFindMGI a#backMGIRetNew').click(function () { $('.find').not('.5bFindRetNewMGI').addClass('hide').removeClass('show'); $('.5bFindRetNewMGI ').addClass('show').removeClass('hide'); }); // New selfSB MGI flow $('.5aFindMGI a#backMGISelfSB').click(function () { $('.find').not('.5bFindSelfSBNewMGI').addClass('hide').removeClass('show'); $('.5bFindSelfSBNewMGI ').addClass('show').removeClass('hide'); }); // New eeSB MGI flow $('.5aFindMGI a#backMGIEeSB').click(function () { $('.find').not('.5bFindEeSBNewMGI').addClass('hide').removeClass('show'); $('.5bFindEeSBNewMGI ').addClass('show').removeClass('hide'); }); $('.5aFindMGI a#backMGIEdu').click(function () { $('.find').not('.5bFindEduFlexMGI').addClass('hide').removeClass('show'); $('.5bFindEduFlexMGI ').addClass('show').removeClass('hide'); }); // New $600 MGI flow $('.5aFindMGI a#backMGIOffer').click(function () { $('.find').not('.3aFindManagedGen').addClass('hide').removeClass('show'); $('.3aFindManagedGen ').addClass('show').removeClass('hide'); }); $('a#6aFindMGIABack').click(function () { $('.find').not('.5aFindMGI').addClass('hide').removeClass('show'); $('.5aFindMGI').addClass('show').removeClass('hide'); }); $('a#3aEduOnly').click(function () { $('.3cFindPlanEdu, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modNextGen529').css("display", "none"); $('#modNextGen529').css("display", "flex"); $('.backList').not('.3cFindPlanEdu').css("display", "none"); $('.backList.list3cFindPlanEdu').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#4aInd').click(function () { $('.4aFindAccessGen, .oaoNote, .listTop').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.oaoListMod').not('#IndCMAMod').css("display", "none"); $('.oaoListMod#IndCMAMod').css("display", "flex"); $('.backList').not('.4aBackFindGen').css("display", "none"); $('.backList.list4aBackFindGen').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#4aJoint').click(function () { $('.4aFindAccessGen, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#JointCMAMod').css("display", "none"); $('.oaoListMod#JointCMAMod').css("display", "flex"); $('.backList').not('.4aBackFindGen').css("display", "none"); $('.backList.list4aBackFindGen').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#4aTrust').click(function () { $('.4aFindAccessGen, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modCustodialCMA').css("display", "none") $('.oaoListMod#modCustodialCMA').css("display", "flex"); $('.backList').not('.4aBackFindGen').css("display", "none"); $('.backList.list4aBackFindGen').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#4aEduFlex').click(function () { $('.4bFindManagedEduFlex, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.greatPlural').addClass('show').removeClass('hide'); $('.listBottom h2').not('.greatPlural').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modCustodialCMA').not('#modNextGen529').css("display", "none") $('.oaoListMod#modCustodialCMA,.oaoListMod#modNextGen529').css("display", "flex"); $('.backList').not('.4bFindManagedEduFlex').css("display", "none"); $('.backList.list4bFindManagedEduFlex').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#5cEduFlex').click(function () { $('.5bFindEduFlexMGI, .5aFindMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.greatPlural').addClass('show').removeClass('hide'); $('.listBottom h2').not('.greatPlural').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modCustodialCMA').not('#modNextGen529').css("display", "none") $('.oaoListMod#modCustodialCMA,.oaoListMod#modNextGen529').css("display", "flex"); $('.backList').not('.5bFindEduFlexMGI').css("display", "none"); $('.backList.list5bFindEduFlexMGI').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#3aRetMove').click(function () { $('.find').not('.4bFindManagedRetMov').addClass('hide').removeClass('show'); $('.4bFindManagedRetMov').addClass('show').removeClass('hide'); $('.back a#4bFindManagedRetMovBack').css("display", "inline-block"); $('.back a#4bFindManagedRetMovBackList').css("display", "none"); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('offer_') > 0)) { $('.find').not('.5aFindRetMov').addClass('hide').removeClass('show'); $('.5aFindRetMov').addClass('show').removeClass('hide'); } if ((pageURL.indexOf('offer_') > 0)) { $('#4cSEPandSIMPLE').css("display", "none"); $('#4cJustSEP').css("display", "flex"); } if (((pageURL.indexOf('offer_omni_600') > 0)) || ((pageURL.indexOf('offer_omniall_1000') > 0)) || ((pageURL.indexOf('offer_omniall_600') > 0))) { $('.find').not('.4bFindManagedRetMov').addClass('hide').removeClass('show'); $('.4bFindManagedRetMov').addClass('show').removeClass('hide'); $('.back a#4bFindManagedRetMovBack').css("display", "inline-block"); $('.back a#4bFindManagedRetMovBackList').css("display", "none"); } }); $('a#3bRetNew').click(function () { $('.find').not('.4cFindManagedRetNew').addClass('hide').removeClass('show'); $('.4cFindManagedRetNew').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('offer_') > 0)) { $('.find').not('.5aFindRetNewTaxPlan').addClass('hide').removeClass('show'); $('.5aFindRetNewTaxPlan').addClass('show').removeClass('hide'); } if ((pageURL.indexOf('oaoterm=offer_omni_600') > 0) || (pageURL.indexOf('oaoterm=offer_omniall_1000') > 0) || (pageURL.indexOf('oaoterm=offer_omniall_600') > 0)) { $('.find').not('.4cFindManagedRetNew').addClass('hide').removeClass('show'); $('.4cFindManagedRetNew').addClass('show').removeClass('hide'); } }); $('a#3cRetSB').click(function () { $('.find').not('.4cFindRetSB').addClass('hide').removeClass('show'); $('.4cFindRetSB').addClass('show').removeClass('hide'); if ((pageURL.indexOf('offer_') > 0)) { $('.3bFindPlanRet, .4cFindRetSB').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmostSolo, .oaoListCTA, .listBottom').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmostSolo').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSepIRA').css("display", "none"); $('#modSepIRA').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); $('#modSepIRA .oaoNote').css("display", "none"); } }); $('a#4bFindManagedRetMovBack').click(function () { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.3bFindPlanRet').addClass('show').removeClass('hide'); }); $('a#4cFindRetSBBack').click(function () { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.3bFindPlanRet').addClass('show').removeClass('hide'); }); $('a#4cFindManagedRetNewBack').click(function () { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.3bFindPlanRet').addClass('show').removeClass('hide'); }); $('a#4aRetMov').click(function () { $('.find').not('.5aFindRetMov').addClass('hide').removeClass('show'); $('.5aFindRetMov').addClass('show').removeClass('hide'); if (((pageURL.indexOf('offer_omni_600') > 0)) || ((pageURL.indexOf('offer_omniall_1000') > 0)) || ((pageURL.indexOf('offer_omniall_600') > 0))) { $('#4cSEPandSIMPLE, #4cJustSEP').css("display", "none"); } }); $('a#RolloverIRA').click(function () { $('.find').not('.4bFindManagedRetMov').addClass('hide').removeClass('show'); $('.4bFindManagedRetMov').addClass('show').removeClass('hide'); $('.listTop, .listBottom').addClass('hide').removeClass('show'); $('.back a#4bFindManagedRetMovBack').css("display", "none"); $('.back a#4bFindManagedRetMovBackList').css("display", "inline-block"); }); $('a#4aRetNew').click(function () { $('.find').not('.5aFindRetNewTaxPlan').addClass('hide').removeClass('show'); $('.5aFindRetNewTaxPlan').addClass('show').removeClass('hide'); }); $('a#4bRetMGI').click(function () { $('.find').not('.5bFindRetMovMGI').addClass('hide').removeClass('show'); $('.5bFindRetMovMGI').addClass('show').removeClass('hide'); $('#4cMESD').css("display", "flex"); if (pageURL.indexOf('offer_omni_600') > 0) { $('.find').not('.5aFindMGI').addClass('hide').removeClass('show'); $('.5aFindMGI').addClass('show').removeClass('hide'); $('.5bFindRetMovMGI .h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI .backMGI.offer, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } }); $('a#4bEmpSB').click(function () { $('.find').not('.5aFindRetSB').addClass('hide').removeClass('show'); $('.5aFindRetSB').addClass('show').removeClass('hide'); }); $('a#4bRetNewMGI').click(function () { $('.find').not('.5bFindRetNewMGI').addClass('hide').removeClass('show'); $('.5bFindRetNewMGI').addClass('show').removeClass('hide'); $('#4cMESD').css("display", "flex"); if (pageURL.indexOf('offer_omni_600') > 0) { $('.find').not('.5aFindMGI').addClass('hide').removeClass('show'); $('.5aFindMGI').addClass('show').removeClass('hide'); $('.5bFindRetMovMGI .h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.5aFindMGI .backMGI.offer, .h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } if (pageURL.indexOf('offer_omniall_1000') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .pr1000').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } if (pageURL.indexOf('offer_omniall_600') > 0) { $('.h3Online, .mgiIntro, .oaoMGIMod .zero').addClass('hide').removeClass('show'); $('.h3MGI, .mgiIntro, .mgiaFee, .listFindHelp.general, .mgiFlex .oaoListCTA, .oaoMGIMod .six00').addClass('show').removeClass('hide'); $('.5aFindMGI .backMGI, .listFindHelp').not('.offer').addClass('hide').removeClass('show'); $('.oaoMGIMod h3').css("padding", "0 0 5px 0"); $('#mgiMod').css("display", "flex"); $('#mgiaMod, .withMGI').css("display", "none"); } }); // New MGI selfSB flow 1 $('a#4bSelfSBNewMGI').click(function () { $('.find').not('.5bFindSelfSBNewMGI').addClass('hide').removeClass('show'); $('.5bFindSelfSBNewMGI').addClass('show').removeClass('hide'); }); // New MGI eeSB flow 1 $('a#4bEeSBNewMGI').click(function () { $('.find').not('.5bFindEeSBNewMGI').addClass('hide').removeClass('show'); $('.5bFindEeSBNewMGI').addClass('show').removeClass('hide'); }); $('a#4bEduFlexMGI').click(function () { $('.find').not('.5bFindEduFlexMGI').addClass('hide').removeClass('show'); $('.5bFindEduFlexMGI').addClass('show').removeClass('hide'); $('#4cMESD').css("display", "flex"); }); $('#5bFindEduFlexMGIBack').click(function () { $('.find').not('.4bFindManagedEduFlex').addClass('hide').removeClass('show'); $('.2bList ').addClass('hide').removeClass('show'); $('.4bFindManagedEduFlex').addClass('show').removeClass('hide'); }); $('#5bFindRetMovMGIBack').click(function () { $('.find').not('.4bFindManagedRetMov').addClass('hide').removeClass('show'); $('.4bFindManagedRetMov').addClass('show').removeClass('hide'); }); // New MGI selfSB flow 2 $('#5bFindSelfSBNewMGIBack').click(function () { $('.find').not('.4bFindSelfSB ').addClass('hide').removeClass('show'); $('.4bFindSelfSB').addClass('show').removeClass('hide'); }); // New MGI eeSB flow 2 $('#5bFindEeSBNewMGIBack').click(function () { $('.find').not('.4bFindEeSB').addClass('hide').removeClass('show'); $('.4bFindEeSB').addClass('show').removeClass('hide'); }); $('#5aFindRetNewTaxPlanBack').click(function () { $('.find').not('.4cFindManagedRetNew').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.4cFindManagedRetNew').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('offer_') > 0)) { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.3bFindPlanRet').addClass('show').removeClass('hide'); } }); $('#5aFindRetMovBack').click(function () { $('.find').not('.4bFindManagedRetMov').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.4bFindManagedRetMov').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('offer_') > 0)) { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.3bFindPlanRet').addClass('show').removeClass('hide'); } }); $('#5bFindRetNewMGIBack').click(function () { $('.find').not('.4cFindManagedRetNew').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.4cFindManagedRetNew').addClass('show').removeClass('hide'); }); $('#5aFindRetSBBack').click(function () { $('.find').not('.4cFindRetSB').addClass('hide').removeClass('show'); $('.2bList').addClass('hide').removeClass('show'); $('.4cFindRetSB').addClass('show').removeClass('hide'); }); $('a#4aEmpMov').click(function () { $('.5aFindRetMov').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great, .oaoListCTA, .listBottom, .rothFind').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listFindHelp').not('.rothFind').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modTradRollover').css("display", "none"); $('#modTradRollover').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#4bTradMov').click(function () { $('.5aFindRetMov, .4bFindMGI').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.matchIRA, .oaoListCTA, .listBottom').addClass('show').removeClass('hide'); $('.listBottom h2').not('.matchIRA').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modTrad').css("display", "none"); $('#modTrad').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); if ((pageURL.indexOf('oaoterm=rollover') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('offer_') > 0)){ $('.oaoNote').css("display", "none"); } }); $('a#4cRothMov').click(function () { $('.5aFindRetMov, .4bFindMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.matchIRA, .oaoListCTA, .listBottom').addClass('show').removeClass('hide'); $('.listBottom h2').not('.matchIRA').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modRoth').css("display", "none"); $('#modRoth').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#oaoRollRoth').click(function () { $('.oaoListMod').not('#modRoth').css("display", "none"); $('#modRoth').css("display", "flex"); setTimeout(function(){ $( "#modRoth" ).click(); }, 125); $('#modRoth .oaoNote, .rothFind').addClass('hide').removeClass('show'); $('.helpFind').addClass('show').removeClass('hide'); }); $('a#4cSEPandSIMPLE').click(function () { $('.5aFindRetMov, .4bFindMGI').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.matchIRAPlural, .oaoListCTA, .listBottom').addClass('show').removeClass('hide'); $('.listBottom h2').not('.matchIRAPlural').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSepIRA').not('#modSimpleIRA').css("display", "none"); $('#modSepIRA, #modSimpleIRA').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); $('#modSepIRA .oaoNote').css("display", "none"); $('#modSimpleIRA .oaoNote').css("display", "block"); }); // Added for $600 offer flow $('a#4cJustSEP').click(function () { $('.5aFindRetMov, .4bFindMGI').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmostSolo, .oaoListCTA, .listBottom').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmostSolo').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSepIRA').css("display", "none"); $('#modSepIRA').css("display", "flex"); $('.backList').not('.5aFindRetMov').css("display", "none"); $('.backList.list5aFindRetMov').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); $('#modSepIRA .oaoNote').css("display", "none"); }); // Updated for new EeSb flow $('a#4bEeSBNew, a#5cEeNewMGI').click(function () { $('.4bFindEeSB, .5bFindEeSBNewMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbUnsure, .oaoListCTA, #modSimpleIRA .oaoNote').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbUnsure').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSepIRA').not('#modSimpleIRA').not('#modInd401k').css("display", "none"); $('#modSepIRA, #modSimpleIRA, #modInd401k').css("display", "flex"); $('.backList').not('.4bFindEeSB').css("display", "none"); $('.backList.list4cFindEeSB').css("display", "inline-block"); // Updated $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#LinkList3cFindPlanEdu').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.3cFindPlanEdu').addClass('hide').removeClass('show'); $('.3cFindPlanEdu').addClass('show').removeClass('hide'); }); $('a#LinkList4bFindManagedEduFlex').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindManagedEduFlex').addClass('hide').removeClass('show'); $('.4bFindManagedEduFlex').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=edu_start_mesd') > 0)) { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.3cFindPlanEdu').addClass('hide').removeClass('show'); $('.3cFindPlanEdu').addClass('show').removeClass('hide'); } }); $('a#LinkList4aBackFindGen').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4aFindAccessGen').addClass('hide').removeClass('show'); $('.4aFindAccessGen').addClass('show').removeClass('hide'); }); $('a#LinkList5aFindRetMov').click(function () { $('.1Intro, .2bList, .rothFind').addClass('hide').removeClass('show'); $('.find').not('.5aFindRetMov').addClass('hide').removeClass('show'); $('.5aFindRetMov, .helpFind').addClass('show').removeClass('hide'); // Added for $600 offer if ((pageURL.indexOf('offer_') > 0)) { $('.find').not('.3bFindPlanRet').addClass('hide').removeClass('show'); $('.3bFindPlanRet, .helpFind').addClass('show').removeClass('hide'); } }); $('a#LinkList5bFindEduFlexMGI').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindManagedEduFlex ').addClass('hide').removeClass('show'); $('.4bFindManagedEduFlex ').addClass('show').removeClass('hide'); }); $('a#5aTaxW').click(function () { $('.5aFindRetNewTaxPlan, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modTrad').css("display", "none"); $('#modTrad').css("display", "flex"); $('.backList').not('.5aFindRetNewTaxPlan').css("display", "none"); $('.backList.list5aFindRetNewTaxPlan').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#LinkList5aFindRetNewTaxPlan').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.5aFindRetNewTaxPlan').addClass('hide').removeClass('show'); $('.5aFindRetNewTaxPlan').addClass('show').removeClass('hide'); }); $('a#5bTaxC').click(function () { $('.5aFindRetNewTaxPlan, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.great, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.great').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modRoth').css("display", "none"); $('#modRoth').css("display", "flex"); $('.backList').not('.5aFindRetNewTaxPlan').css("display", "none"); $('.backList.list5aFindRetNewTaxPlan').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#5cTaxSkip').click(function () { $('.5aFindRetNewTaxPlan, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.greatPlural, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.greatPlural').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modTrad').not('#modRoth').css("display", "none"); $('#modTrad, #modRoth').css("display", "flex"); $('.backList').not('.5aFindRetNewTaxPlan').css("display", "none"); $('.backList.list5aFindRetNewTaxPlan').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); //New selfSB flow $('a#4aSelfSB').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindSelfSB').addClass('hide').removeClass('show'); $('.4bFindSelfSB').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('oaoterm=smb_start_mesd') > 0)) { $('.4bFindSelfSB, .5bFindSelfSBNewMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmost, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmost').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modInd401k').not('#modSepIRA').css("display", "none"); $('#modInd401k, #modSepIRA').css("display", "flex"); $('.backList').not('.4bFindSelfSB ').css("display", "none"); $('.backList.list4cFindSelfSB').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); } }); //New selfSB flow 2 $('a#4bSelfSBNew, a#5cSelfSBNewMGI').click(function () { $('.4bFindSelfSB, .5bFindSelfSBNewMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmost, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmost').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modInd401k').not('#modSepIRA').css("display", "none"); $('#modInd401k, #modSepIRA').css("display", "flex"); $('.backList').not('.4bFindSelfSB ').css("display", "none"); $('.backList.list4cFindSelfSB').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); // Updated to new selfSB flow $('a#LinkList4cFindSelfSB').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindSelfSB').addClass('hide').removeClass('show'); $('.4bFindSelfSB').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('oaoterm=smb_start_mesd') > 0)) { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4cFindRetSB').addClass('hide').removeClass('show'); $('.4cFindRetSB').addClass('show').removeClass('hide'); } }); // New EeSB flow 1 $('a#4cEeSB').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindEeSB').addClass('hide').removeClass('show'); $('.4bFindEeSB').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('oaoterm=smb_start_mesd') > 0)) { $('.4bFindEeSB, .5bFindEeSBNewMGI, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbUnsure, .oaoListCTA, #modSimpleIRA .oaoNote').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbUnsure').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSepIRA').not('#modSimpleIRA').not('#modSB401k').css("display", "none"); $('#modSepIRA, #modSimpleIRA, #modSB401k').css("display", "flex"); $('.backList').not('.4bFindEeSB').css("display", "none"); $('.backList.list4cFindEeSB').css("display", "inline-block"); // Update $('.listBottom').css("padding", "20px 0 0 0"); } }); // New EeSB flow 2 $('a#Linklist4cFindEeSB').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4bFindEeSB').addClass('hide').removeClass('show'); $('.4bFindEeSB').addClass('show').removeClass('hide'); if ((pageURL.indexOf('oaoterm=mesd_start_all') > 0) || (pageURL.indexOf('oaoterm=mgi_start_all') > 0) || (pageURL.indexOf('oaoterm=ret_start_mesd') > 0) || (pageURL.indexOf('oaoterm=smb_start_mesd') > 0)) { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.4cFindRetSB ').addClass('hide').removeClass('show'); $('.4cFindRetSB ').addClass('show').removeClass('hide'); } }); // Added for new selfSB and EeSB flow $('a#4bFindSelfSBBack, a#4bFindEeSBBack').click(function () { $('.find').not('.4cFindRetSB').addClass('hide').removeClass('show'); $('.4cFindRetSB').addClass('show').removeClass('hide'); }); $('a#5aSBizC').click(function () { $('.5aFindRetSB, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmost, #modSB401k .oaoListCTA, #modSB401k .oaoListText').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmost').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSB401k').not('#modSepIRA').not('#modSimpleIRA').css("display", "none"); $('#modSB401k, #modSepIRA, #modSimpleIRA').css("display", "flex"); $('.backList').not('.5aFindRetSB').css("display", "none"); $('.backList.list5aFindRetSB').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#5bSBOptAnn').click(function () { $('.5aFindRetSB, .oaoNote').addClass('hide').removeClass('show'); $('.2bList, .back.list, h2.sbAlmost, .oaoListCTA').addClass('show').removeClass('hide'); $('.listBottom h2').not('.sbAlmost').addClass('hide').removeClass('show'); $('.listTop').addClass('hide').removeClass('show'); $('.oaoListMod').not('#modSB401k').not('#modSepIRA').css("display", "none"); $('#modSB401k, #modSepIRA').css("display", "flex"); $('.backList').not('.5aFindRetSB').css("display", "none"); $('.backList.list5aFindRetSB').css("display", "inline-block"); $('.listBottom').css("padding", "20px 0 0 0"); }); $('a#LinkList5aFindRetSB').click(function () { $('.1Intro, .2bList').addClass('hide').removeClass('show'); $('.find').not('.5aFindRetSB').addClass('hide').removeClass('show'); $('.5aFindRetSB').addClass('show').removeClass('hide'); }); // Account types menu $('.listDesk a').click(function () { $('.listDesk a').removeClass('selected'); $('.listDesk a').find("span.adaSelected").html(''); $(this).addClass('selected'); $(this).find("span.adaSelected").html("&nbsp;selected"); }); // Filter account types $('a#select1').click(function () { $('.oaoListMod').not('.common').css("display", "none") $('.oaoListMod.common').css("display", "flex"); $('#modRollover').css("order", "inherit"); }); $('a#select2').click(function () { $('.oaoListMod').not('.gen').css("display", "none") $('.oaoListMod.gen').css("display", "flex"); }); $('a#select3').click(function () { $('.oaoListMod').not('.ret').css("display", "none") $('.oaoListMod.ret').css("display", "flex"); $('#modRollover').css("order", "-1"); }); $('a#select4').click(function () { $('.oaoListMod').not('.edu').css("display", "none") $('.oaoListMod.edu').css("display", "flex"); }); $('a#select5').click(function () { $('.oaoListMod').not('.biz').css("display", "none") $('.oaoListMod.biz').css("display", "flex"); }); // Removes CTAs/descriptions for Mobile on menu select $('.listDesk a').click(function () { if (window.matchMedia('(max-width: 640px)').matches) { $('.oaoListMod .oaoListText, .oaoListMod .oaoListCTA').css("display", "none"); } }); // Filter account types drop-down (not in use) $("select[id='listSelect']").change(function() { if ($(this).val() == 1) { $('.oaoListMod').not('.common').css("display", "none") $('.oaoListMod.common').css("display", "flex"); $('#modRollover').css("order", "inherit"); } if ($(this).val() == 2) { $('.oaoListMod').not('.gen').css("display", "none") $('.oaoListMod.gen').css("display", "flex"); } if ($(this).val() == 3) { $('.oaoListMod').not('.ret').css("display", "none") $('.oaoListMod.ret').css("display", "flex"); $('#modRollover').css("order", "-1"); } if ($(this).val() == 4) { $('.oaoListMod').not('.edu').css("display", "none") $('.oaoListMod.edu').css("display", "flex"); } if ($(this).val() == 5) { $('.oaoListMod').not('.biz').css("display", "none") $('.oaoListMod.biz').css("display", "flex"); } }); // Pop-up help scripts - hover $(".popup").hover(function(){ if (window.matchMedia('(min-width: 640px)').matches) { $(this).find('.popuptext').addClass('show').removeClass('hide'); } }, function(){ if (window.matchMedia('(min-width: 640px)').matches) { $(this).find('.popuptext').addClass('hide').removeClass('show'); } }); // Pop-up help scripts - click $(".popup").click(function(){ if ($(this).find('.popuptext').hasClass('hide')) { $('.popuptext').not(this).addClass('hide').removeClass('show'); $(this).find('.popuptext').addClass('show').removeClass('hide'); } else { $('.popuptext').not(this).addClass('hide').removeClass('show'); $(this).find('.popuptext').addClass('hide').removeClass('show'); } }); }); // Modal calling scripts function iraModal() { if (window.matchMedia('(min-width: 760px)').matches) { javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/global-oao-inherited-ira-modal',null,340,545,null,null,'modal2',true,'pageMask2');return false; } else { window.open('/global-oao-inherited-ira-modal', '_self'); } } function rcmaModal() { // Not currently being used if (window.matchMedia('(min-width: 760px)').matches) { javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/global-oao-retirement-cash-mgmt-modal',null,445,545,null,null,'modal2',true,'pageMask2');return false; } else { window.open('/global-oao-retirement-cash-mgmt-modal', '_self'); } } function mgiModalZero() { if (window.matchMedia('(min-width: 1024px)').matches) { javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/offer-disclosure-modal?src_cd=mgiOAO',null,540,720,null,null,'modal2',true,'pageMask2');return false; } else { window.open('/offer-disclosure-modal?src_cd=mgiOAO', '_self'); } } function mgiModalSix00() { if (window.matchMedia('(min-width: 1024px)').matches) { javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/offer-disclosure-modal?src_cd=mgiOAOSix',null,540,720,null,null,'modal2',true,'pageMask2');return false; } else { window.open('/offer-disclosure-modal?src_cd=mgiOAOSix', '_self'); } } function mgiModalpr1000() { if (window.matchMedia('(min-width: 1024px)').matches) { javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/offer-disclosure-modal?src_cd=mgiOAOpr1000',null,540,720,null,null,'modal2',true,'pageMask2');return false; } else { window.open('/offer-disclosure-modal?src_cd=mgiOAOpr1000', '_self'); } } // Back button script //window.addEventListener("beforeunload", function (e) { // var confirmationMessage = ""; // (e || window.event).returnValue = confirmationMessage; //Gecko + IE // return confirmationMessage; //Webkit, Safari, Chrome //}); </script> <div class="oaoHeader1" id="backIDmobile"> <div class="oaoHeader2"> <div class="site-logo" data-widget="Site Logo"> <a name="headerLogo" id="headerLogo" class="site-logo__img" href="javascript:void(0);"> <span class="ada-hidden">Merrill A Bank of America Company</span> </a> <span class="site-logo__print"> <span class="ada-hidden">Merrill A Bank of America Company</span> </span> </div> <div class="oaoSecured"> Secured </div> </div> </div> <div class="wrapper-2 txt-black" id="backID"> <div class="1Intro find" id="defaultScreen" data-tealiumanalytics="1Intro"> <h1>Open an account</h1> <div class="subHead">Opening an investment account online is simple, secure and only takes minutes.</div> <a class="oaoMod" name="1aHelp" id="1aHelp" href="javascript:void(0);"> <h2>Help me get started</h2> <div>I want to understand my options</div> </a> <a class="oaoMod" name="1bShow" id="1bShow" href="javascript:void(0);"> <h2>Show me all accounts</h2> <div>I know the account I want</div> </a> </div> <div class="2aFind find hide" data-tealiumanalytics="2aFind"> <div class="back"><a name="2aFindBack" id="2aFindBack" href="javascript:void(0);">Back</a></div> <h2 class="baseline">What are you investing for?</h2> <a class="oaoMod" name="2aGen" id="2aGen" href="javascript:void(0);"> <h3>General investing</h3> </a> <a class="oaoMod" name="2bRet" id="2bRet" href="javascript:void(0);"> <h3>Retirement</h3> </a> <a class="oaoMod" name="2cEdu" id="2cEdu" href="javascript:void(0);"> <h3>Education</h3> </a> </div> <div class="3aFindManagedGen find hide" data-tealiumanalytics="3aFindManagedGen"> <div class="back"><a name="3aFindManagedGenBack" id="3aFindManagedGenBack" href="javascript:void(0);">Back</a></div> <h2>How do you want your account to be managed?</h2> <a class="oaoMod" name="3aMESD" id="3aMESD" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="3bMGI" id="3bMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <div class="3bFindPlanRet find hide" data-tealiumanalytics="3bFindPlanRet"> <div class="back"><a name="3bFindPlanRetBack" id="3bFindPlanRetBack" href="javascript:void(0);">Back</a></div> <h2>It's smart to plan ahead. Tell us a little more.</h2> <a class="oaoMod" name="3aRetMove" id="3aRetMove" href="javascript:void(0);"> <h3>I'm moving assets from an existing retirement account</h3> </a> <a class="oaoMod" name="3bRetNew" id="3bRetNew" href="javascript:void(0);"> <h3>I'm opening a new retirement account</h3> </a> <a class="oaoMod" name="3cRetSB" id="3cRetSB" href="javascript:void(0);"> <h3>This will be a retirement account through my small business</h3> </a> </div> <div class="3cFindPlanEdu find hide" data-tealiumanalytics="3cFindPlanEdu"> <div class="back"><a name="3cFindPlanEduBack" id="3cFindPlanEduBack" href="javascript:void(0);">Back</a></div> <h2>It's smart to plan ahead. Tell us a little more.</h2> <div class="oaoMod taxInfo"> <h3><a name="3aEduOnly" id="3aEduOnly" href="javascript:void(0);">This account will only be used for education-related expenses</a></h3> <a class="popup" name="HelpWTax" id="HelpWTax" href="javascript:void(0);">i<span class="adahidden">nformation pop-up</span> <span class="popuptext hide" id="helpW"><span class="adahidden">Begin pop-up content&nbsp;</span> Enjoy tax advantages and<br /> high contribution limits <span class="adahidden">&nbsp;Select to close pop-up</span></span> </a> </div> <a class="oaoMod" name="3bEduFlex" id="3bEduFlex" href="javascript:void(0);"> <h3>I want the flexibility to use funds for other expenses</h3> </a> </div> <div class="4aFindAccessGen find hide" data-tealiumanalytics="4aFindAccessGen"> <div class="back"><a name="4aFindAccessGenBack" id="4aFindAccessGenBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">Who will need access to this account?</h2> <a class="oaoMod" name="4aInd" id="4aInd" href="javascript:void(0);"> <h3>Just me</h3> </a> <a class="oaoMod" name="4aJoint" id="4aJoint" href="javascript:void(0);"> <h3>Two or more individuals</h3> </a> <a class="oaoMod" name="4aTrust" id="4aTrust" href="javascript:void(0);"> <h3>Just me, on behalf of a minor</h3> </a> </div> <div class="4bFindManagedRetMov find hide" data-tealiumanalytics="4bFindManagedRetMov"> <div class="back"> <a name="4bFindManagedRetMovBack" id="4bFindManagedRetMovBack" href="javascript:void(0);">Back</a> <a name="4bFindManagedRetMovBackList" id="4bFindManagedRetMovBackList" href="javascript:void(0);">Back</a> </div> <div class="back hide"></div> <h2>How do you want your account managed following your rollover?</h2> <a class="oaoMod" name="4aRetMov" id="4aRetMov" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="4bRetMGI" id="4bRetMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <!-- New selfSB mod --> <div class="4bFindSelfSB find hide" data-tealiumanalytics="4bFindSelfSB"> <div class="back"><a name="4bFindSelfSBBack" id="4bFindSelfSBBack" href="javascript:void(0);">Back</a></div> <h2>How do you want your account to be managed?</h2> <a class="oaoMod" name="4bSelfSBNew" id="4bSelfSBNew" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="4bSelfSBNewMGI" id="4bSelfSBNewMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <!-- New EeSB mod --> <div class="4bFindEeSB find hide" data-tealiumanalytics="4bFindEeSB"> <div class="back"><a name="4bFindEeSBBack" id="4bFindEeSBBack" href="javascript:void(0);">Back</a></div> <h2>How do you want your account to be managed?</h2> <a class="oaoMod" name="4bEeSBNew" id="4bEeSBNew" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="4bEeSBNewMGI" id="4bEeSBNewMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <div class="4cFindManagedRetNew find hide" data-tealiumanalytics="4cFindManagedRetNew"> <div class="back"><a name="4cFindManagedRetNewBack" id="4cFindManagedRetNewBack" href="javascript:void(0);">Back</a></div> <h2>How do you want your account to be managed?</h2> <a class="oaoMod" name="4aRetNew" id="4aRetNew" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="4bRetNewMGI" id="4bRetNewMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <div class="4bFindManagedEduFlex find hide" data-tealiumanalytics="4bFindManagedEduFlex"> <div class="back"><a name="4bFindManagedEduFlexBack" id="4bFindManagedEduFlexBack" href="javascript:void(0);">Back</a></div> <h2>How do you want your account to be managed?</h2> <a class="oaoMod" name="4aEduFlex" id="4aEduFlex" href="javascript:void(0);"> <h3>I'll select my own investments</h3> </a> <a class="oaoMod" name="4bEduFlexMGI" id="4bEduFlexMGI" href="javascript:void(0);"> <h3>I prefer a portfolio that's managed for me</h3> </a> </div> <div class="4cFindRetSB find hide" data-tealiumanalytics="4cFindRetSB"> <div class="back"><a name="4cFindRetSBBack" id="4cFindRetSBBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">Which best describes your business right now?</h2> <a class="oaoMod" name="4aSelfSB" id="4aSelfSB" href="javascript:void(0);"> <h3>I'm self-employed</h3> </a> <a class="oaoMod" name="4bEmpSB" id="4bEmpSB" href="javascript:void(0);"> <h3>I have employees</h3> </a> <a class="oaoMod" name="4cEeSB" id="4cEeSB" href="javascript:void(0);"> <h3>I am an employee</h3> </a> </div> <div class="5aFindRetMov find hide" data-tealiumanalytics="5aFindRetMov"> <div class="back"><a name="5aFindRetMovBack" id="5aFindRetMovBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">What type of retirement account are you moving assets from?</h2> <a class="oaoMod" name="4aEmpMov" id="4aEmpMov" href="javascript:void(0);"> <h3>An employer plan, such as a 401(k) or 403(b)</h3> </a> <a class="oaoMod" name="4bTradMov" id="4bTradMov" href="javascript:void(0);"> <h3>Traditional IRA</h3> </a> <a class="oaoMod" name="4cRothMov" id="4cRothMov" href="javascript:void(0);"> <h3>Roth IRA</h3> </a> <a class="oaoMod" name="4cSEPandSIMPLE" id="4cSEPandSIMPLE" href="javascript:void(0);"> <h3>SEP or SIMPLE Plan</h3> </a> <a class="oaoMod" name="4cJustSEP" id="4cJustSEP" href="javascript:void(0);" style="display:none;"> <h3>SEP Plan</h3> </a> </div> <div class="5aFindRetNewTaxPlan find hide" data-tealiumanalytics="5aFindRetNewTaxPlan"> <div class="back"><a name="5aFindRetNewTaxPlanBack" id="5aFindRetNewTaxPlanBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">When do you plan to pay taxes?</h2> <div class="oaoMod taxInfo"> <h3><a name="5aTaxW" id="5aTaxW" href="javascript:void(0);">When I make withdrawals</a></h3> <a class="popup" name="HelpWTax" id="HelpWTax" href="javascript:void(0);">i<span class="adahidden">nformation pop-up</span> <span class="popuptext hide" id="helpW"><span class="adahidden">Begin pop-up content&nbsp;</span> Pay no tax on earnings<br /> until you make withdrawals <span class="adahidden">&nbsp;Select to close pop-up</span></span> </a> </div> <div class="oaoMod taxInfo"> <h3><a name="5bTaxC" id="5bTaxC" href="javascript:void(0);">As I contribute</a></h3> <a class="popup" name="HelpCTax" id="HelpCTax" href="javascript:void(0);">i<span class="adahidden">nformation pop-up</span> <span class="popuptext hide" id="helpC"><span class="adahidden">Begin pop-up content&nbsp;</span> Use after-tax earnings to<br /> later withdraw funds tax-free <span class="adahidden">&nbsp;Select to close pop-up</span></span> </a> </div> <div class="listFindHelp"><a name="5cTaxSkip" id="5cTaxSkip" href="javascript:void(0);">Skip this question</a></div> <div class="oaoDisc tax">Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.</div> </div> <div class="5aFindRetSB find hide" data-tealiumanalytics="5aFindRetSB"> <div class="back"><a name="5aFindRetSBBack" id="5aFindRetSBBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">Will your business contribute to employees' accounts?</h2> <a class="oaoMod" name="5aSBizC" id="5aSBizC" href="javascript:void(0);"> <h3>Yes, the business will make contributions</h3> </a> <a class="oaoMod" name="5bSBOptAnn" id="5bSBOptAnn" href="javascript:void(0);"> <h3>I'm not sure, but I'd like the option to decide annually</h3> </a> </div> <div class="4bFindMGI find hide" data-tealiumanalytics="4bFindMGI"> <div class="back accListBack"><a name="allAccBack" id="allAccBack" href="javascript:void(0);">Back</a></div> <div class="back mgiBack"><a name="4bFindMGIBack" id="4bFindMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you invest to start?</h2> <a class="oaoMod" name="4aMGI" id="4aMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="4bMGI" id="4bMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod mesdMod mesdFind" name="4cMESD" id="4cMESD" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> <a class="oaoMod mesdMod mesdList" name="allAccMESD" id="allAccMESD" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <div class="5bFindRetMovMGI find hide" data-tealiumanalytics="5bFindRetMovMGI"> <div class="back"><a name="5bFindRetMovMGIBack" id="5bFindRetMovMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you invest to start?</h2> <a class="oaoMod" name="5aRetMovMGI" id="5aRetMovMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="5bRetMovMGI" id="5bRetMovMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod" name="5cRetMoveType" id="5cRetMoveType" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <div class="5bFindRetNewMGI find hide" data-tealiumanalytics="5bFindRetNewMGI"> <div class="back"><a name="5bFindRetNewMGIBack" id="5bFindRetNewMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you contribute to start?</h2> <a class="oaoMod" name="5aRetNewMGI" id="5aRetNewMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="5bRetNewMGI" id="5bRetNewMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod" name="5cRetNewType" id="5cRetNewType" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <!-- NEW selfSB MGI --> <div class="5bFindSelfSBNewMGI find hide" data-tealiumanalytics="5bFindSelfSBNewMGI"> <div class="back"><a name="5bFindSelfSBNewMGIBack" id="5bFindSelfSBNewMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you contribute to start?</h2> <a class="oaoMod" name="5aSelfSBNewMGI" id="5aSelfSBNewMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="5bSelfSBNewMGI" id="5bSelfSBNewMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod" name="5cSelfSBNewMGI" id="5cSelfSBNewMGI" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <!-- NEW eeSB MGI --> <div class="5bFindEeSBNewMGI find hide" data-tealiumanalytics="5bFindEeSBNewMGI"> <div class="back"><a name="5bFindEeSBNewMGIBack" id="5bFindEeSBNewMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you contribute to start?</h2> <a class="oaoMod" name="5aEeSBNewMGI" id="5aEeSBNewMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="5bEeSBNewMGI" id="5bEeSBNewMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod" name="5cEeSBNewMGI" id="5cEeNewMGI" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <div class="5bFindEduFlexMGI find hide" data-tealiumanalytics="5bFindEduFlexMGI"> <div class="back"><a name="5bFindEduFlexMGIBack" id="5bFindEduFlexMGIBack" href="javascript:void(0);">Back</a></div> <h2 class="toStart">How much will you contribute to start?</h2> <a class="oaoMod" name="5aEduFlexMGI" id="5aEduFlexMGI" href="javascript:void(0);"> <h3>Between $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> and $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <a class="oaoMod" name="5bEduFlexMGI" id="5bEduFlexMGI" href="javascript:void(0);"> <h3>At least $<!-- ECMS tag goes here --><!-- CL -->20,000<!-- CL END --></h3> </a> <h2 class="sub">Starting with less than $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --> ?</h2> <a class="oaoMod" name="5cEduFlex" id="5cEduFlex" href="javascript:void(0);"> <h3>Open a self-directed account instead</h3> </a> </div> <div class="5aFindMGI find hide" data-tealiumanalytics="5aFindMGI"> <div class="back backMGI hide general"><a name="backMGIGen" id="backMGIGen" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide retMove"><a name="backMGIRetMove" id="backMGIRetMove" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide retNew"><a name="backMGIRetNew" id="backMGIRetNew" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide retSelfSB"><a name="backMGISelfSB" id="backMGISelfSB" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide retEeSB"><a name="backMGIEeSB" id="backMGIEeSB" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide edu"><a name="backMGIEdu" id="backMGIEdu" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide comm"><a name="backMGIComm" id="backMGIComm" href="javascript:void(0);">Back</a></div> <div class="back backMGI hide offer"><a name="backMGIOffer" id="backMGIOffer" href="javascript:void(0);">Back</a></div> <h2 class="toStart">Great! Let's get you started<span class="withMGI" style="display:none;">&nbsp;with Merrill Guided Investing</span>:</h2> <div class="mgiFlex"> <div class="oaoMGIMod" id="mgiaMod" style="display:none;"> <h3>Online with an advisor</h3> <div class="oaoListText">An advisor will help you establish your investing goals and provide guidance one-on-one when you need it. <span class="mgiaFee hide"><!-- ECMS tag goes here --><!-- CL -->0.85<!-- CL END -->% annual program fee</span></div> <div class="oaoListText txt-brand-b txt-12 six00 hide"><span class="txtDarkBlue">Get up to $600 when you invest in a new Merrill Guided Investing account.<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoListText txt-brand-b txt-12 pr1000 hide"><span class="txtDarkBlue">Get up to $1,000 when you invest in a new Merrill Guided Investing account.<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoNote flex"> <div> <span class="zero show">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">6FREE</span><br /> *Conditions and other fees apply</span> <span class="six00 hide">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">600ME</span></span> <span class="pr1000 hide">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">1000PR</span></span> </div> <div> <span class="zero show"><a name="termsMGIzero" id="termsMGIzero" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalZero()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> <span class="six00 hide"><a name="termsMGI600" id="termsMGI600" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalSix00()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> <span class="pr1000 hide"><a name="termsMGI1000" id="termsMGI1000" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalpr1000()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> </div> </div> <div class="oaoListCTA"> <a href="javascript:void(0);" name="mgiaCTA" id="mgiaCTA" class="cta orange"><span>Get started<span class="adahidden">&nbsp;with Merrill online with an advisor</span></span></a> </div> </div> <div class="oaoMGIMod" id="mgiMod" style="display:none;"> <h3 class="h3MGI hide">Merrill Guided Investing</h3> <div class="mgiIntro hide"><strong>An Investment Advisory Program</strong></div> <h3 class="h3Online hide">Online</h3> <div class="oaoListText zero pr1000 show">Have your portfolio built and managed by Merrill with a minimum investment as low as $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END -->. <span class="mgiFee hide"><!-- ECMS tag goes here --><!-- CL -->0.45<!-- CL END -->% annual program fee</span></div> <div class="oaoListText six00 hide">Have your portfolio built and managed by Merrill. <span class="mgiFee hide"><!-- ECMS tag goes here --><!-- CL -->0.45<!-- CL END -->% annual program fee</span></div> <div class="oaoListText txt-brand-b txt-12 zero show"><span style="color:#d41230;">NEW OFFER</span>&nbsp;&nbsp;<span class="txtDarkBlue">$0 program fee for 6 months for new enrollments<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoListText txt-brand-b txt-12 six00 hide"><span class="txtDarkBlue">Get up to $600 when you invest in a new Merrill Guided Investing account.<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoListText txt-brand-b txt-12 pr1000 hide"><span class="txtDarkBlue">Get up to $1,000 when you invest in a new Merrill Guided Investing account.<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoNote flex"> <div> <span class="zero show">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">6FREE</span><br /> *Conditions and other fees apply</span> <span class="six00 hide">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">600ME</span></span> <span class="pr1000 hide">Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">1000PR</span></span> </div> <div> <span class="zero show"><a name="termsMGIzero" id="termsMGIzero" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalZero()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> <span class="six00 hide"><a name="termsMGI600" id="termsMGI600" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalSix00()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> <span class="pr1000 hide"><a name="termsMGI1000" id="termsMGI1000" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalpr1000()">View offer terms<span class="adahidden">&nbsp;popup</span></a></span> </div> </div> <div class="oaoListCTA"> <a href="/oasetup/Isaclient.aspx?channel=OSGI&app=sales" name="mgiCTA2" id="mgiCTA2" class="cta orange mgiLink"><span>Get started<span class="adahidden">&nbsp;with Merrill Guided Investing</span></span></a> </div> </div> </div> <div class="listFindHelp hide general"> <div class="pb-10">Or manage your own investments and pay no annual fee</div> <div><a name="mgiSDGen" id="mgiSDGen" class="mgiSD" href="javascript:void(0);">Open a self-directed account instead</a></div> </div> <div class="listFindHelp hide retMove"> <div class="pb-10">Or manage your own investments and pay no annual fee</div> <div><a name="mgiSDRetMove" id="mgiSDRetMove" class="mgiSD" href="javascript:void(0);">Open a self-directed account instead</a></div> </div> <div class="listFindHelp hide retNew"> <div class="pb-10">Or manage your own investments and pay no annual fee</div> <div><a name="mgiSDRetNew" id="mgiSDRetNew" class="mgiSD" href="javascript:void(0);">Open a self-directed account instead</a></div> </div> <div class="listFindHelp hide retSelfSB"> <div class="pb-10">Or manage your own investments and pay no annual fee</div> <div><a name="mgiSDRSelfSB" id="mgiSDSelfSB" class="mgiSD" href="javascript:void(0);">Open a self-directed account instead</a></div> </div> <div class="listFindHelp hide edu"> <div class="pb-10">Or manage your own investments and pay no annual fee</div> <div><a name="mgiSDEdu" id="mgiSDEdu" class="mgiSD" href="javascript:void(0);">Open a self-directed account instead</a></div> </div> </div> <div class="6aFindMGIA find hide" data-tealiumanalytics="6aFindMGIA"> <div class="back"><a name="6aFindMGIABack" id="6aFindMGIABack" href="javascript:void(0);">Back</a></div> <h2 class="mgiaStart">Get started with a Financial Solutions Advisor</h2> <h3 class="mgiaSubHead">Get started with our online application, then review your financial picture with an advisor.</h3> <div class="oaoListCTA mgiaOnline"> <a href="/oasetup/Isaclient.aspx?channel=MLAA&app=sales" name="mgiaOnline" id="mgiaOnline" class="cta orange mgiLink"><span>Continue online<span class="adahidden">&nbsp;with a Financial Solutions Advisor</span></span></a> </div> <div class="apptFlex"> <div class="apptMeeting"> <h4>Set up a meeting</h4> <div><!-- ECMS link here --><a href="https://locations.merrilledge.com" target="_self" name="FSA-Locator" id="FSA-Locator" >Schedule an appointment</a></div> </div> <div class="apptCall"> <h4>Call an advisor now</h4> <div><a name="mgiaCall" id="mgiaCall" href="tel:855.488.5245">855.488.5245</a></div> </div> </div> </div> </div> <div class="2bList list hide"> <div class="listTop"> <div class="wrapper-2 txt-black"> <div class="back"><a name="2bListBack" id="2bListBack" href="javascript:void(0);">Back</a></div> <h2 class="selectAcc">Select an account to continue</h2> <div class="listDesk scroll"> <a href="javascript:void(0);" name="select1" id="select1" class="selected">Most Common<span class="adahidden">&nbsp;Option 1 of 5<span class="adaSelected">&nbsp;selected</span></span></a> <a href="javascript:void(0);" name="select2" id="select2">General<span class="adahidden">&nbsp;Option 2 of 5<span class="adaSelected"></span></span></a> <a href="javascript:void(0);" name="select3" id="select3">Retirement<span class="adahidden">&nbsp;Option 3 of 5<span class="adaSelected"></span></span></a> <a href="javascript:void(0);" name="select4" id="select4">Education<span class="adahidden">&nbsp;Option 4 of 5<span class="adaSelected"></span></span></a> <a href="javascript:void(0);" name="select5" id="select5">Small Business<span class="adahidden">&nbsp;Option 5 of 5<span class="adaSelected"></span></span></a> </div> <div class="listMobile"><!-- Not in use --> <select id="listSelect" onchange="chooseMethods()"> <option id="01common" value="1" selected>Most Common</option> <option id="02gen" value="2">General</option> <option id="03ret" value="3">Retirement</option> <option id="04edu" value="4">Education</option> <option id="05biz" value="5">Small Business</option> </select> </div> </div> </div> <div class="listBottom"> <div class="wrapper-2 txt-black"> <div class="back backList hide list3aBack"><a name="LinkList3aBack" id="LinkList3aBack" href="javascript:void(0);">Back</a></div> <div class="back backList hide list3cFindPlanEdu"><a name="LinkList3cFindPlanEdu" id="LinkList3cFindPlanEdu" href="javascript:void(0);">Back</a></div> <div class="back backList hide list4bFindManagedEduFlex"><a name="LinkList4bFindManagedEduFlex" id="LinkList4bFindManagedEduFlex" href="javascript:void(0);">Back</a></div> <div class="back backList hide list4aBackFindGen"><a name="LinkList4aBackFindGen" id="LinkList4aBackFindGen" href="javascript:void(0);">Back</a></div> <div class="back backList hide list5aFindRetMov"><a name="LinkList5aFindRetMov" id="LinkList5aFindRetMov" href="javascript:void(0);">Back</a></div> <div class="back backList hide list5aFindRetNewTaxPlan"><a name="LinkList5aFindRetNewTaxPlan" id="LinkList5aFindRetNewTaxPlan" href="javascript:void(0);">Back</a></div> <div class="back backList hide list5aFindRetSB"><a name="LinkList5aFindRetSB" id="LinkList5aFindRetSB" href="javascript:void(0);">Back</a></div> <div class="back backList hide list4cFindSelfSB"><a name="LinkList4cFindSelfSB" id="LinkList4cFindSelfSB" href="javascript:void(0);">Back</a></div> <div class="back backList hide list4cFindEeSB"><a name="Linklist4cFindEeSB" id="Linklist4cFindEeSB" href="javascript:void(0);">Back</a></div> <div class="back backList hide list5bFindEduFlexMGI"><a name="LinkList5bFindEduFlexMGI" id="LinkList5bFindEduFlexMGI" href="javascript:void(0);">Back</a></div> <h2 class="findq hide great">Great! Based on your responses, this account may be right for you:</h2> <h2 class="findq hide greatPlural">Great! Based on your responses, these accounts may be right for you:</h2> <h2 class="findq hide matchIRA">You'll need to open a matching IRA before moving assets. This account may be right for you:</h2> <h2 class="findq hide matchIRAPlural">You'll need to open a matching IRA before moving assets. One of these accounts may be right for you:</h2> <h2 class="findq hide sbAlmost">You're almost there! Based on your responses, these plans may best match your business:</h2> <h2 class="findq hide sbAlmostSolo">You're almost there! Based on your responses, this plan may best match your business:</h2> <h2 class="findq hide sbUnsure">If you're unsure what type of retirement account to open, please ask your employer.</h2> <div class="oaoAccFlex" data-tealiumanalytics="AccountCards"> <div class="oaoListMod biz" id="modSB401k" style="display:none;"> <h3>Small business 401(k)</h3> <div class="oaoListText">Attract and retain talented employees by offering this low-cost, easy-to-manage 401(k) &#8212; designed for the needs of small businesses.</div> <div class="oaoListCTA"> <a class="cta orange" name="sb401k" id="sb401k" onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/interstitial-401k-customize','','270','280px');return false;" href="javascript:void(0);"><span>Get started<span class="adahidden">&nbsp;with a Merrill small business 401(k) popup</span></span></a> </div> </div> <div class="oaoListMod biz" id="modInd401k" style="display:none;"> <h3>Individual 401(k)</h3> <div class="oaoListText">Reduce your taxes while having access to your money through loans with a plan designed for self-employed business owners and their spouses.</div> <div class="oaoListCTA"> <a class="cta orange" name="ind401k" id="ind401k" onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/interstitial-401k-customize','','270','280px');return false;" href="javascript:void(0);"><span>Get started<span class="adahidden">&nbsp;with a Merrill individual 401(k) popup</span></span></a> </div> </div> <div class="oaoListMod common gen mesd_allaccounts" id="IndCMAMod"> <h3>Individual brokerage account</h3> <div class="oaoListText">Manage your own investments and pursue your financial goals through a personal account.</div> <div class="oaoListCTA"><!-- MLD OAO link example --> <a class="cta orange mldLink linkOffer" name="IndCMA" id="IndCMA" href="/OAO1/BeforeYouBeginA.aspx?AccountType=IndividualCMA"><span>Open now<span class="adahidden">&nbsp;for a Merrill individual brokerage account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualIndCMA" id="qualIndCMA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod common" id="mgiModList"> <h3 style="letter-spacing:-.2px;">Merrill Guided Investing</h3> <div class="txt-black"><strong>An Investment Advisory Program</strong></div> <div class="oaoListText">Have your portfolio built and managed by Merrill with a minimum investment of $<!-- ECMS tag goes here --><!-- CL -->1,000<!-- CL END --></div> <div class="oaoListText txt-brand-b txt-12"><span style="color:#d41230;">NEW OFFER</span>&nbsp;&nbsp;<span class="txtDarkBlue">$0 program fee for 6 months for new enrollments<span class="adahidden">Footnote&nbsp;</span><sup>1</sup></span></div> <div class="oaoListCTA"> <a class="cta orange" name="mgiCTAList" id="mgiCTAList" href="javascript:void(0);"><span>Open now<span class="adahidden">&nbsp;for a Merrill Guided Investing account</span></span></a> </div> <div class="oaoNote flex"> <div> Must use offer code: <span class="txt-brand-b txtDarkBlue txt-11">6FREE</span><br /> *Conditions and other fees apply </div> <div> <a name="termsMGI" id="termsMGI" class="txt-11 bold wrap" href="javascript:void(0)" onclick="mgiModalZero()" data-aaclickevent="true">View offer terms<span class="adahidden">&nbsp;popup</span></a> </div> </div> </div> <div class="oaoListMod common ret mesd_allaccounts" id="modRoth"> <h3>Roth IRA</h3> <div class="oaoListText">Benefit from the potential to earn tax-free income and greater withdrawal flexibility in retirement.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="RothIRA" id="RothIRA" href="/OAO1/BeforeYouBeginA.aspx?accounttype=RothIRA"><span>Open now<span class="adahidden">&nbsp;for a Merrill Roth IRA account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualRothIRA" id="qualRothIRA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod common ret mesd_allaccounts" id="modTrad"> <h3>Traditional IRA</h3> <div class="oaoListText">Benefit from the potential to reduce current taxes, while enjoying tax-deferred growth potential (contributions may be tax deductible).</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="TradIRA" id="TradIRA" href="/OAO1/BeforeYouBeginA.aspx?accounttype=TraditionalIRA"><span>Open now<span class="adahidden">&nbsp;for a Merrill traditional IRA account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualTradIRA" id="qualTradIRA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod" id="modTradRollover"> <h3>Traditional IRA</h3> <div class="oaoListText">Maintain your traditional 401(k) or 403(b) retirement plan's tax-deferred status while consolidating your assets.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="TradIRARollover" id="TradIRARollover" href="/OAO1/BeforeYouBeginA.aspx?accounttype=TraditionalIRA"><span>Open now<span class="adahidden">&nbsp;for a Merrill traditional IRA rollover</span></span></a> <!-- <div class="oaoNote">Moving assets from a Roth 401(k) or Roth 403(b)? <a name="oaoRollRoth" id="oaoRollRoth" href="javascript:void(0);">Choose a Roth IRA instead</a></div> --> </div> </div> <div class="oaoListMod common ret" id="modRollover"> <h3>Rollover</h3> <div class="oaoListText">Maintain your retirement plan's tax-deferred status while consolidating your assets.</div> <div class="oaoListCTA"> <a class="cta orange" name="RolloverIRA" id="RolloverIRA" href="javascript:void(0);"><span>Open now<span class="adahidden">&nbsp;for a Merrill rollover account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualRolloverIRA" id="qualRolloverIRA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod common edu" id="modNextGen529"> <h3>NextGen 529 Plan</h3> <div class="oaoListText">Enjoy tax advantages, diverse investment options and high contribution limits to help you save for future education expenses.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer2" name="NextGen529" id="NextGen529" href="/OAO1/SubAccountTypeA.aspx"><span>Open now<span class="adahidden">&nbsp;for a Merrill NextGen 529 Plan</span></span></a> </div> </div> <div class="oaoListMod common gen mesd_allaccounts" id="JointCMAMod"> <h3>Joint brokerage account</h3> <div class="oaoListText">Manage your own investments and pursue your financial goals through an account with up to four owners.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="JointCMA" id="JointCMA" href="/OAO1/BeforeYouBeginA.aspx?AccountType=JointCMA"><span>Open now<span class="adahidden">&nbsp;for a Merrill joint brokerage account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualJointCMA" id="qualJointCMA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod common gen edu" id="modCustodialCMA"> <h3>Custodial Brokerage (UGMA/UTMA)</h3> <div class="oaoListText">Set aside money on behalf of a minor to pay for education or other expenses.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="CustodialCMA" id="CustodialCMA" href="/OAO1/BeforeYouBeginA.aspx?accounttype=CustodialCMA"><span>Open now<span class="adahidden">&nbsp;for a Merrill custodial account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualCustodial" id="qualCustodial" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod biz mesd_allaccounts" id="modSepIRA"> <h3>SEP IRA</h3> <div class="oaoListText">Benefit from the flexibility to contribute as your cash flow allows, with contribution limits nearly 10 times higher than a traditional IRA.</div> <div class="oaoListCTA"> <a class="cta orange mldLink linkOffer" name="SEPIRA" id="SEPIRA" href="/OAO1/BeforeYouBeginA.aspx?accounttype=SEPIRA"><span>Open now<span class="adahidden">&nbsp;for a Merrill SEP IRA account</span></span></a> <div class="oaoNote">Prefer to have this account managed for you? <a name="qualSEPIRA" id="qualSEPIRA" class="qualMGI" href="javascript:void(0);">See if you qualify</a></div> </div> </div> <div class="oaoListMod gen" id="modTrust" style="display:none;"> <h3>Trust account</h3> <div class="oaoListText">Hold assets until they are used on behalf of family members or other beneficiaries.</div> <div class="oaoListCTA"> <a class="cta orange mldLink" name="TrustPDF" id="TrustPDF" target="_blank" rel="nofollow" href="/Publish/Content/application/pdf/GWMOL/MESD_CMA_Trust_Application_Booklet_and_Agreements.pdf"><span>Download PDF application<span class="adahidden">&nbsp;for a trust account with Merrill</span></span></a> </div> </div> <div class="oaoListMod gen" id="modEstate" style="display:none;"> <h3>Estate account</h3> <div class="oaoListText">Administer a person's estate after death on behalf of family members or other beneficiaries.</div> <div class="oaoListCTA"> <a class="cta orange mldLink" name="EstatePDF" id="EstatePDF" rel="nofollow" target="_blank" href="/Publish/Content/application/pdf/GWMOL/MESD_CMA_Estate_Application_Booklet_and_Agreements.pdf"><span>Download PDF application<span class="adahidden">&nbsp;for an estate account with Merrill</span></span></a> </div> </div> <div class="oaoListMod ret" id="modInheritedIRA" style="display:none;"> <h3>Inherited IRA</h3> <div class="oaoListText">Transfer inherited retirement plan assets into a traditional or Roth inherited IRA in your name.</div> <div class="oaoListCTA"> <a class="cta orange" name="InheritedIRA" id="InheritedIRA" onclick="iraModal()" href="javascript:void(0);"><span>Open now<span class="adahidden">&nbsp;for a Merrill inherited IRA account popup</span></span></a> </div> </div> <div class="oaoListMod ret" id="modBankIRA" style="display:none;"> <h3>Bank savings IRA</h3> <div class="oaoListText">Savings IRAs from Bank of America are FDIC insured and offer interest-bearing CD or money market savings account choices.</div> <div class="oaoListCTA"> <a class="cta orange" name="BankIRA" id="BankIRA" href="https://www.bankofamerica.com/deposits/iras/retirement-accounts/savings-iras/" target="_blank"><span>Learn more<span class="adahidden">&nbsp;about Bank savings IRAs with Merrill</span></span></a> </div> </div> <div class="oaoListMod ret" id="modIndividualHSA" style="display:none;"> <h3>Individual Health Savings Account (HSA)</h3> <div class="oaoListText">Individuals with qualified high-deductible health plans can enjoy the benefits of a tax-advantaged investing account from Bank of America while saving for many out-of-pocket medical expenses.</div> <div class="oaoListCTA"> <a class="cta orange" name="IndividualHSA" id="IndividualHSA" href="http://healthaccounts.bankofamerica.com/explore-individuals.shtml" target="_blank"><span>Learn more<span class="adahidden">&nbsp;about Individual Health Savings Accounts with Merrill</span></span></a> </div> </div> <div class="oaoListMod biz" id="modSimpleIRA" style="display:none;"> <h3>SIMPLE IRA</h3> <div class="oaoListText">Have 100 or fewer employees? 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} var ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY = new Array(); ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY['location']='location_id|phZone7'; /* ]]> */</script> </div></span> </div> </div></div></div></div><div class="zone z-f3"><div class="z-f3-r"><div id="dvZone8"><div id="ctl00_ctl00_siteContent_MainContent_phZone8" class="phZone8"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl5"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ContentPlaceHolder"></div> <span id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ECMSContentCtrl1"><div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1"> <script type="text/javascript">/* <![CDATA[ */ function ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback(specparams){ var paramChanged=false; for (i=0; i<specparams.length; i++){ if (specparams[i][0]=='location'){ ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY[specparams[i][0]] = specparams[i][0]+'|'+specparams[i][1]; paramChanged=true;} } if (paramChanged==true) {var obj = $find('ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1'); obj.setRuntimeXMLParameters(FormatSpecParams('zone', ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY)); obj.LoadContent(); } } Sys.Application.add_load(ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber); function ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber() { ControlManager.subscribe('ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1', ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback); } var ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY = new Array(); ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY['location']='location_id|phZone8'; /* ]]> */</script> </div></span> </div> </div></div></div><div class="z-f3-r"><div id="dvZone9"><div id="ctl00_ctl00_siteContent_MainContent_phZone9" class="phZone9"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl6"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ContentPlaceHolder"></div> <span id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ECMSContentCtrl1"><div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1"> <script type="text/javascript">/* <![CDATA[ */ function ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback(specparams){ var paramChanged=false; for (i=0; i<specparams.length; i++){ if (specparams[i][0]=='location'){ ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY[specparams[i][0]] = specparams[i][0]+'|'+specparams[i][1]; paramChanged=true;} } if (paramChanged==true) {var obj = $find('ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1'); obj.setRuntimeXMLParameters(FormatSpecParams('zone', ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY)); obj.LoadContent(); } } Sys.Application.add_load(ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber); function ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber() { ControlManager.subscribe('ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1', ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback); } var ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY = new Array(); ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY['location']='location_id|phZone9'; /* ]]> */</script> </div></span> </div> </div></div></div><div class="z-f3-r"><div id="dvZone10"><div id="ctl00_ctl00_siteContent_MainContent_phZone10" class="phZone10"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl7"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ContentPlaceHolder"></div> <span id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ECMSContentCtrl1"><div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1"> <script type="text/javascript">/* <![CDATA[ */ function ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback(specparams){ var paramChanged=false; for (i=0; i<specparams.length; i++){ if (specparams[i][0]=='location'){ ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY[specparams[i][0]] = specparams[i][0]+'|'+specparams[i][1]; paramChanged=true;} } if (paramChanged==true) {var obj = $find('ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1'); obj.setRuntimeXMLParameters(FormatSpecParams('zone', ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY)); obj.LoadContent(); } } Sys.Application.add_load(ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber); function ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber() { ControlManager.subscribe('ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1', ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback); } var ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY = new Array(); ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY['location']='location_id|phZone10'; /* ]]> */</script> </div></span> </div> </div></div></div><div class="z-f3-r"><div id="dvZone11"><div id="ctl00_ctl00_siteContent_MainContent_phZone11" class="phZone11"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl8"> <div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ContentPlaceHolder"></div> <span id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ECMSContentCtrl1"><div id="ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1"> <script type="text/javascript">/* <![CDATA[ */ function ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback(specparams){ var paramChanged=false; for (i=0; i<specparams.length; i++){ if (specparams[i][0]=='location'){ ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY[specparams[i][0]] = specparams[i][0]+'|'+specparams[i][1]; paramChanged=true;} } if (paramChanged==true) {var obj = $find('ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1'); obj.setRuntimeXMLParameters(FormatSpecParams('zone', ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY)); obj.LoadContent(); } } Sys.Application.add_load(ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber); function ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_ControlSubscriber() { ControlManager.subscribe('ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1', ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_CCM_Callback); } var ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY = new Array(); ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1_SPEC_PARAM_ARY['location']='location_id|phZone11'; /* ]]> */</script> </div></span> </div> </div></div></div></div></div></div> </div> </div> <div id="dvFSDDisclaimer" class="site-disclaimer"> <span id="ctl00_ctl00_siteContent_cctlDisclaimer"><div id="ctl00_ctl00_siteContent_ecmsWPRcctlDisclaimer"> </div></span> </div> <div id="dvFooter" class="site-footer"> <span id="ctl00_ctl00_siteContent_cctlFooter"> <!-- BEGIN POWER FOOTER --> <style> a.ot-sdk-show-settings { background-image: url(/Publish/Content/image/png/GWMOL/ME-bofa-icon-opt-out-white.png); background-repeat:no-repeat; background-position: right center; background-size: 20px auto; display:inline-block; padding:0 25px 0 0; } /* Styles used to conform Disclaimer Library pieces and override Legacy disclaimer styles */ #dvFooter .disclaimer { background-color: transparent!important; font-size:12px !important; padding: 0 0 15px !important; } #dvDisclaimer .disclaimer > .disclaimer { padding:0 0 15px 0; } #dvFooter #jdBold { font-weight: bold; } .disclaimer .disclaimer, .askDisc .disclaimer { font-size:inherit!important; color:inherit; padding:0 0 15px 0; } /* Styles used to keep column content and borders the same length */ .site-footer .row { display:flex; } .site-footer .row .col { height:auto; } /* Adjust for content swap between columns 3 and 4 */ .site-footer .row .col-3 .chat { background: url(bg/footer-chat.png) no-repeat 0 0; height: 26px; line-height: 28px; padding-left: 34px; display: inline-block; } .site-footer .row .col-3 a:hover.chat { text-decoration: none; } .site-footer .row .col-3 .call-center { border-top: 1px dotted #999; border-bottom: 1px dotted #999; margin: 5px 0 15px 0; padding: 10px 0; color: #666; } .site-footer .row .col-3 .call-center p { padding: 0; margin: 0; } .site-footer .row .col-3 .call-center .toll-free { color: #767676; font-size: 1.6667em; font-weight: bold; margin: 0 0 5px 0; } p.factset { margin:0; padding:0 0 15px 0; } </style> <script type="text/javascript"> Sys.Application.add_load(function(){ $('.interstitialdesk').on('click', function (evt) { evt.preventDefault(); OnlineCommonJSFunctions.LoadModalPopupByUrl($(this).attr('data-link'), '', '210', '500px'); }); }); </script> <script type="application/ld+json"> { "@context" : "http://schema.org", "@type" : "Organization", "name" : "Merrill Edge", "url" : "https://www.merrilledge.com", "sameAs" : [ "https://twitter.com/merrilledge", "https://www.youtube.com/user/MerrillEdge", "https://www.linkedin.com/company/merrill-edge" ] } </script> <div class="site-footer-980"> <div class="row"> <div class="col col-1"> <div><h3>I'd Like to</h3></div> <div> <ul> <li><a name="footerRetirement" id="footerRetirement" href="/retirement-planning">Plan for Retirement</a></li> <li><a name="footerCollege" id="footerCollege" href="/college-savings">Plan for College</a></li> <li><a name="footerEmergencyFund" id="footerEmergencyFund" href="/guidance/starting-out/emergency-fund">Create an Emergency Fund</a></li> <li><a name="footerStategy" id="footerStategy" href="/guidance/investment-help">Create an Investment Strategy</a></li> <li><a name="footerOAO1" id="footerOAO1" href="/global-oao">Open an Account<span class="adahidden">&nbsp;with Merrill</span></a></li> </ul> </div> </div> <div class="col col-2"> <div><h3>Discover Merrill</h3></div> <div> <ul> <li><a name="footerWhyME" id="footerWhyME" href="/why-merrill-edge">Why Merrill</a></li> <li><a name="footerPricing" id="footerPricing" href="/pricing">Pricing</a></li> <li><a name="footerOnlineTrading" id="footerOnlineTrading" href="/investing/online-trading">Online Trading</a></li> <li><a name="footerCareers" id="footerCareers" target="_blank" href="https://careers.bankofamerica.com/en-us">Careers</a></li> <li><a name="footerAwards" id="footerAwards" href="/why-merrill-edge/awards-ratings">Awards &amp; Recognition</a></li> </ul> </div> </div> <div class="col col-3"> <div><h3>Contact Us</h3></div> <!-- Removed Jan. 2020 <div id="tc-chat-container-35"></div> --> <!-- Hides for IFA (see script) --> <div class="call-center ifaNo"> <p class="toll-free">888.637.3343</p> <!-- <p>Representatives are available 24/7</p> --> </div> <!-- Displays for IFA (see script) --> <div class="call-center ifaYes hide"> <p class="bold" style="padding-bottom:3px;">To find the small business<br /> retirement plan that works<br /> for you, contact:<p> <p><a target="_blank" rel="noopener noreferrer" href="mailto:franchise@bankofamerica.com?subject=Re%3A%20IFA%20franchise%20retirement%20solutions&body=Thank%20you%20for%20your%20interest%20in%20learning%20more%20about%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20for%20your%20franchise.%20We%20can%20help%20you%20choose%20a%20plan%20that%E2%80%99s%20right%20for%20you%20and%20your%20employees.%0D%0A%0D%0ATo%20better%20serve%20you%2C%20please%20provide%20the%20following%20required%20information%20so%20we%20can%20contact%20you%3A%0D%0A%0D%0ABusiness%20owner%E2%80%99s%20full%20name%3A%0D%0A%0D%0AName%20of%20the%20business%3A%0D%0A%0D%0APhone%20number%3A%0D%0A%0D%0AZip%20code%3A%0D%0A%0D%0ADo%20you%20currently%20have%20a%20retirement%20plan%20for%20your%20business%3F%0D%0A%0D%0A%0D%0ABy%20responding%20to%20this%20email%20you%20are%20consenting%20to%20being%20contacted%20by%20Bank%20of%20America%20Merrill%20Lynch%20retirement%20solutions%20advisor(s)%20to%20discuss%20your%20retirement%20needs%20at%20the%20phone%20number%20and%2For%20e-mail%20address%20you%20provided%20above%20regardless%20of%20any%20previously%20made%20privacy%20or%20contact%20preferences.%20Please%20note%20this%20consent%20will%20remain%20in%20effect%20for%2090%20days%3B%20unless%20you%20revoke%20your%20consent%20prior%20to%20this%20date.">franchise@bankofamerica.com</a></p> </div> <div class="txt-gray2 txt-11 pb-5">Connect with us:</div> <div class="oflo-hide"> <div class="fl pr-15"><a name="FooterLinkedIn" id="FooterLinkedIn" class="interstitialdesk" data-link="/interstitial-linkedin" href="https://www.linkedin.com/company/merrill-edge"><img width="22" height="20" border="0" src="/Publish/Content/image/png/GWMOL/ME-social-icon-LinkedIn-22x20.png" alt="LinkedIn popup" /></a></div> <div class="fl pr-15"><a name="FooterTwitter" id="FooterTwitter" class=" interstitialdesk" data-link="/interstitial-twitter" href="https://twitter.com/merrilledge"><img width="18" height="18" border="0" src="/Publish/Content/image/png/GWMOL/ME-social-icon-X-18x18.png" alt="X popup" /></a></div> <div class="fl pt-2"><a name="FooterYouTube" id="FooterYouTube" class=" interstitialdesk" data-link="/interstitial-youtube" href="https://www.youtube.com/user/MerrillEdge"><img width="20" height="14" border="0" src="/Publish/Content/image/png/GWMOL/ME-social-icon-YouTube-20x14.png" alt="YouTube popup" /></a></div> </div> </div> <div class="col col-4"> <div><h3>Unlimited $0 Trades</h3></div> <div class="w-180 lead-16 pb-5">With Merrill Edge Self&#8209;Directed, get unlimited free online stock, ETF and option trades with no trade or balance minimums<span class="adahidden">Footer footnote&nbsp;</span><sup>b</sup></div> <div class="w-180 lead-16 pb-15">Options contracts and other fees may apply<span class="adahidden">Footer footnote&nbsp;</span><sup>a</sup>&nbsp;</div> <div class="pb-5"><a name="footerOAO2" id="footerOAO2" href="/global-oao" class="cta orange"><span>Open an account<span class="adahidden">&nbsp;with Merrill Edge Self-Directed</span></span></a></div> </div> </div> </div> <!-- END ROW ONE --> <div class="site-footer-980"> <div class="txt-gray2"> <!-- Other fees may apply --> <span class="adahidden">Footer footnote&nbsp;</span><strong><script type="text/javascript"> var tradeSUP = "a";</script> <!--BEGIN DISC_ID=D6007_Price--> <div class="disclaimer" > <script>if(tradeSUP){ document.write(tradeSUP.sup()); }</script> <span id=D6007>Other fees may apply. Free and $0 means there is no commission charged for these trades. $0 option trades are subject to a $0.65 per-contract fee. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning ETFs. To learn more about Merrill pricing, visit <a name="DiscPricing" id="DiscPricing" href="/pricing">our Pricing page</a>.</span> </div> <!--END DISC_ID=D6007_Price--></strong> <!-- Eligibility --> <span class="adahidden">Footer footnote&nbsp;</span><script type="text/javascript"> var tradeSUP = "b";</script> <!--BEGIN DISC_ID=Dprice_eligibility--> <div class="disclaimer" > <script>if(tradeSUP){ document.write(tradeSUP.sup()); }</script> Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge<sup>&#174;</sup> Self-Directed brokerage account. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. $0 option trades are subject to a $0.65 per-contract fee. Other fees and restrictions may apply. Pricing is subject to change without advance notice. <br/> <br/> For broker-assisted trades through Merrill Edge, you will be charged a fee equal to the lower of $29.95 or 5.00% of the principal amount of the transaction. Further, there are indirect fees, such as annual management and other similar fees, that are charged by the manager or sponsor of an exchange-traded fund and of a closed-end fund, as disclosed in the product's prospectus. </div> <!--END DISC_ID=Dprice_eligibility--> <div class="txt-gray2"><strong>Investment products offered through MLPF&amp;S and insurance and annuity products offered through MLLA:</strong></div> <div class="gov-notice"> <table class="bold" role="presentation"> <tbody> <tr> <td style="text-align:center;">Are Not FDIC Insured</td> <td style="text-align:center;">Are Not Bank Guaranteed</td> <td style="text-align:center;">May Lose Value</td> </tr> <tr> <td style="text-align:center;">Are Not Deposits</td> <td style="text-align:center;">Are Not Insured by Any Federal Government Agency</td> <td style="text-align:center;">Are Not a Condition to Any Banking Service or Activity</td> </tr> </tbody> </table> </div> <p><strong>Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.</strong></p> <!-- Asset allocation (no footnote number) --> <script type="text/javascript"> var tradeSUP = "";</script> <!--BEGIN DISC_ID=D6045--> <div class="disclaimer" > <script>if(tradeSUP){ document.write(tradeSUP.sup()); }</script> <span id="D6045"><strong>Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.</strong></span> </div> <!--END DISC_ID=D6045--> <p><strong>The performance data contained herein represents past performance which does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. For performance information current to the most recent month end, please contact us.</strong></p> <p>Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. ET. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid.</p> <p>Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. ET. Market price returns do not represent the returns an investor would receive if shares were traded at other times.</p> <p>Returns include fees and applicable loads. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. 10 year returns are provided for funds with greater than 10 years of history.</p> <p><strong><em>Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us.</em></strong></p> <p><strong>Expense Ratio</strong> &#8211; Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus.</p> <p>This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our <a href="https://olui2.fs.ml.com/Publish/Content/application/pdf/GWMOL/Client_Relationship_Summary_CRS.pdf" target="_blank" name="FormCRS1" id="FormCRS1" rel="nofollow" >Client Relationship Summary (Form CRS) (PDF)</a>.</p> <!-- Merrill, its affiliates, and financial advisors do not provide... (no footnote number) --> <script type="text/javascript"> var tradeSUP = "";</script> <!--BEGIN DISC_ID=D6018--> <div class="disclaimer" > <SCRIPT>if(tradeSUP){ document.write(tradeSUP.sup()); }</SCRIPT> <span id="D6018">Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.</span> </div> <!--END DISC_ID=D6018--> <!-- MLPF&S makes available... (no footnote number) --> <script type="text/javascript"> var tradeSUP = "";</script> <!--BEGIN DISC_ID=D6050--> <div class="disclaimer" > <script>if(tradeSUP){ document.write(tradeSUP.sup()); }</script> Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated (also referred to as "MLPF&amp;S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&amp;S is a registered broker-dealer, registered investment adviser, <a href="javascript:void(0);" id="DiscSIPC" name="DiscSIPC" onclick="javascript:OnlineCommonJSFunctions.LoadModalPopupByUrl('/sipc-interstitial','','270','280px');return false;">Member Securities Investor Protection (SIPC)<span class="adahidden"> popup</span></a> and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). </div> <!--END DISC_ID=D6050--> <p>Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp.").</p> <p>Merrill Lynch Life Agency Inc. 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}); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ContextualGlossaryTermBehavior, {"Configuration":"{\u0027Width\u0027:\u0027\u0027,\u0027Height\u0027:\u0027\u0027, \u0027_iDsToDecorate\u0027:[]}","Data":"","VisibleCloseLink":true,"id":"ctl00_ctl00_siteContent_ContextualGlossaryTermExtender1"}, null, null, $get("ctl00_ctl00_siteContent_dvCGTContext")); }); Sys.Application.add_init(function() { $create(MerrillLynch.Application.Online.MicroSite.GlobalNavigation.RenderMenu, null, null, null, $get("ctl00_ctl00_siteContent_nmMEMenu")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.MegaNavMenu, {"ApplyNavigationMatrixRule":true,"MegaNavData":"","MegaNavMode":"Default","MegaNavTargetElements":"[{\"ElementId\":\"liMenu_ME_WHYEDGE\",\"NavDataId\":\"ME_WHYEDGE\"},{\"ElementId\":\"liMenu_ME_INVESTINGANDTRADING\",\"NavDataId\":\"ME_INVESTINGANDTRADING\"},{\"ElementId\":\"liMenu_ME_GUIDANCEANDRETIREMENT\",\"NavDataId\":\"ME_GUIDANCEANDRETIREMENT\"},{\"ElementId\":\"liMenu_ME_RESEARCH\",\"NavDataId\":\"ME_RESEARCH\"},{\"ElementId\":\"liMenu_ME_EDUCATION\",\"NavDataId\":\"ME_EDUCATION\"},{\"ElementId\":\"liMenu_ME_OPENANACCOUNT\",\"NavDataId\":\"ME_OPENANACCOUNT\"}]","MegaNavTargetMenuId":"siteNav","RenderMode":0,"hiddenMegaNavDataElements":"[]"}, null, null, $get("MegaNavMenu1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl1_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ecphL2HeaderZone\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","cphL2HeaderZone","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl1_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl1_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl1_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":true,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone1\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone1","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl2_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl3_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone2\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone2","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl3_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl3_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl3_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone7\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone7","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl4_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone8\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone8","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl5_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone9\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone9","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl6_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone10\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone10","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl7_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_Standard","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"zone\" type=\"passed_in\" description=\"\"\u003e\u003cspec_param id=\"\" name=\"location\" required=\"\"\u003e\u003cspec_value name=\"location_id\" id=\"\"\u003ephZone11\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","location","phZone11","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ecmsWPRECMSContentCtrl1"}, null, null, $get("ctl00_ctl00_siteContent_MainContent_SimpleContentControl8_ctl00_ECMSContentCtrl1")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.ECMSContentCtrl, {"Application":"m","ContentFound":false,"ContentLocations":"","ControlId":"ctl00_ctl00_siteContent_ecmsWPRcctlDisclaimer","DesignParams":null,"Errors":"","ManifestLocation":"","Mode":"real","Page":"global-oao","RootDocumentCategory":"SIMPLE_HTML","RootDocumentFriendlyName":null,"RootDocumentLevel":null,"RootDocumentName":"RDN_ME_Disclaimer","RuntimeParams":"\u003cspecializations\u003e\u003cspecialization name=\"page\" type=\"passed_in\" description=\"page\"\u003e\u003cspec_param id=\"3\" name=\"page\" required=\"true\"\u003e\u003cspec_value name=\"page\" id=\"3\"\u003eglobal-oao\u003c/spec_value\u003e\u003c/spec_param\u003e\u003c/specialization\u003e\u003cspecialization name=\"type\" type=\"\" description=\"\"\u003e\u003c/specialization\u003e\u003c/specializations\u003e","Segment":"DEFAULT","ServicePath":"https://www.merrilledge.com/m/cse/uiservices/ECMSContentService.asmx","Site":"OSE","Specializations":["site","OSE","Page","global-oao","Tactic","OTHER"],"SuppressContentOnLoad":"False","SuppressHtmlMarkup":"False"}, null, null, $get("ctl00_ctl00_siteContent_ecmsWPRcctlDisclaimer")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_ecmsWPRcctlDisclaimer"}, null, null, $get("ctl00_ctl00_siteContent_cctlDisclaimer")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_siteContent_ecmsWPRcctlFooter"}, null, null, $get("ctl00_ctl00_siteContent_cctlFooter")); }); Sys.Application.add_init(function() { $create(Online.Platform.Web.UI.Controls.PlatformContentControl, {"ECMSClientID":"ctl00_ctl00_ecmsWPRcctlSection_Tracking_Tags"}, null, null, $get("ctl00_ctl00_cctlSection_Tracking_Tags")); }); //]]> </script> </form> </body> </html>

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