Merrill Launches New Services to Support Portfolio Transitions and Systematic Cash Investing

Merrill today announced the launch of Tax Efficient Transition Service (TET) and Dollar Cost Averaging Service (DCA), new services that combine automation with professional portfolio oversight to help clients simplify asset transitions and cash deployment into managed or custom managed investment strategies in the Merrill Lynch Investment Advisory Program (IAP). Together, these services help clients navigate portfolio transitions with greater ease, consistency and alignment to long-term investment plans. — Company newsroom — sourced from Bank of America. Matter furnished by the company. Not a Notice Nearby paid placement. This page reprints a substantial excerpt from the official release. Read the original for the full text. Read the original: https://newsroom.bankofamerica.com/content/newsroom/press-releases/2026/09/merrill-launches-new-services-to-support-portfolio-transitions-a.html