Morgan Stanley
i10 Research is eligible for Morgan Stanley BDA/AFG reimbursement pathways. Advisors should follow current internal firm procedures and confirm eligibility with their branch or operations personnel.
- BDA: Business Development Allowance.
- AFG: Automated Flexible Grid.
- Supplier Number: C13368.
- Use internal firm procedures for submission, reimbursement, or vendor payment questions.
Merrill
i10 Research completed Merrill vendor onboarding in 2024. Merrill advisors should follow internal vendor-onboarding, reimbursement, or subscription-procurement procedures as applicable to their branch and role.
- Use internal Merrill procedures for reimbursement or vendor-onboarding processing.
- Confirm current requirements with branch operations or the appropriate internal team.
- No public endorsement by Merrill is implied.
Important: Reimbursement availability depends on firm rules, advisor status, budget availability, documentation, and internal approval. i10 does not represent that any firm endorses i10 Research or that reimbursement is automatic. Advisors should rely on their firm's current internal procedures.
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Last reviewed: May 2026. Firm-specific language should be confirmed by the business owner before final publication or supervisory submission.