Merrill Lynch BlueChip20
Merrill Lynch BlueChip20 is a separately managed account (SMA) that allows investors to retain beneficial ownership of stocks, and to view their investment on-line 24/7.
Investors (and their financial advisers) can view underlying stocks as a single portfolio. Yet compliance requirements for financial advisers differ very little (and sometimes not at all) from those for managed funds.
Download Aegis Research Report
Download Product Disclosure Statement
Download Account Opening Checklist
Getting Started
If you are a first time user of the Merrill Lynch BlueChip20 service, you will need to register as an adviser. Please complete and submit the registration form by clicking on the link below. You will then receive a Login ID and Password to your nominated email address and you will be able to start adding investors to the Merrill Lynch BlueChip20 service.
Contact Us
For further information, or to order hard copy investor brochures, please call Merrill Lynch on 1 300 858 820.
For queries regarding registration, accessing portfolios online or any technical problems, please call 1 300 366 100.

