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Cash Management Account® (CMA®)

With a Merrill Lynch Cash Management Account (CMA), you gain access to one of the broadest, deepest arrays of investment products and services in the financial service industry, including managed money, mutual funds, stocks and bonds. You also receive the advice and guidance of a financial advisor who understands your goals and can match them to smart, effective solutions.

The Merrill Lynch CMA account offers you the ability to:

  • Leverage and diversify your investment portfolio
  • Automate investing
  • Reinvest cash dividends
  • Earmark and monitor assets for specific needs with CMA SubAccounts
  • Ease tax preparation with a separate, year-end summary statement
  • Streamline recordkeeping with single monthly statement packages
  • Earn interest rates based on your combined Merrill Lynch assets

If you're looking for smart ways to make the most of your long-term investments, contact a financial advisor at 1-888-494-3940.

Find out about our everyday cash management solutions.

CMA and Beyond Banking accounts are securities accounts with Merrill Lynch, Pierce, Fenner & Smith Incorporated. The accounts provide access to services and products offered by licensed banks, including checking and FDIC-insured deposits, which are held at the banks. Securities, mutual funds and other nondeposit investment products available through the accounts are not FDIC-insured, not guaranteed by a bank and may lose value.



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