Application | SEP IRA Your Application

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What you'll need

Opening a Merrill Edge self-directed SEP 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)
The SEP IRA plan information and plan administrator name
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.

If you are moving assets from an employer-sponsored plan, you should understand your rollover choices before proceeding Select to view rollover information

Do you have an offer code?

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.

Close Available offers

MAP6172092-08062025

System availability and response time are subject to market conditions and possible unscheduled outages.

Investing involves risks. There is always the potential of losing money when you invest in securities.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

Merrill, Merrill Lynch and Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Bank of America, N.A., MLLA and MLPF&S, a registered broker-dealer, registered investment adviser, and Member Securities Investor Protection Corporation (SIPC) Securities Investor Protection Corporation (SIPC), are wholly owned subsidiaries of Bank of America Corporation ("BofA Corp.").

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

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