• CALL 1.888.MER.EDGE (637.3343)

What you'll need

Opening a Merrill Edge self-directed Rollover IRA is easy to do. You'll need to provide some personal information 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)
  • Names and dates of birth for any beneficiaries

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.

Did you know?

You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information visit our rollover page or call Merrill at 888.637.3343.

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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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