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Opening an account is easy

Opening a Merrill Edge Self-Directed Joint Cash Management Account® is easy. Just fill out the application for yourself, and then do the same for your Co-Applicant(s).

Once you're done, your application may be "Pending," and the Co-Applicant(s) may receive an email asking them to review the information you entered for them and attest to the terms and conditions. After they finish, you'll receive an email confirming the application was successfully submitted. Our review takes about 1 to 2 business days.

What you'll need

We'll need you to provide the following information for each Co-Applicant:

  • 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)

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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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