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Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center™, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member SIPC, that serves as the program manager, underwriter and a distributor of the NextGen plan.

Merrill Edge and Merrill Edge Advisory Center are trademarks of Bank of America Corporation.