• CALL 1.888.MER.EDGE (637.3343)

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.

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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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