Frequently asked questions

Answers to the most frequently asked questions about the following topics:

Statement and account information

Get answers to frequently asked questions about your statement and account access.
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Tax information

Important information to help you answer your questions as you prepare your federal and state income tax returns.
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Client servicing

For financial advisors, it covers account information, account access, managed accounts, retirement, literature and mutual fund information.
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Retirement accounts

Answers to questions that address retirement planning and investing with IRAs, such as what's an IRA, the difference between a Traditional and Roth IRA, how to rollover an IRA , how much to contribute to an IRA, and how to open an IRA account with BlackRock.
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529 Plans

Answers to commonly asked questions on 529 savings plans and CollegeAdvantage 529 accounts.
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