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What you'll need


Opening a Merrill Edge self-directed Custodial Cash Management Account® is easy to do. We will ask you to provide some personal information for the Custodian and the Minor including:

The Custodian

  • Social Security number and date of birth
  • A valid mailing and email address
  • Employment information (including company name, address, and start date)
  • General financial information (such as annual income and household net worth)

The Minor

  • Social Security number and date of birth
  • A valid mailing address and phone number
  • General household financial information

If you have this information, or are an existing client with a User ID and Password you can use to pre-fill your application, you're ready to continue.

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Merrill Edge self-directed investing is intended to be a fully-electronic, internet based brokerage service. This means that all notices, statements, disclosures and other information regarding this service and your account will be sent to you electronically via www.merrilledge.com or to your last designated email address.

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