What you'll need
Opening a Merrill Edge self-directed Joint Cash Management Account® should take less than 15 minutes. We will ask you to provide some personal information for the Primary Applicant and each Co-Applicant including:
- Social Security number and date of birth
- A valid mailing and email addresses
- Employment information (including company name, address, and start date)
- General financial information (such as annual income and household net worth)
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.