• CALL 1.888.MER.EDGE (637.3343)

What you'll need

Opening a Merrill Edge self-directed SIMPLE IRA is easy to do.

You'll need to provide some information including:

  • Social Security number and date of birth
  • A valid mailing and email address
  • Employment information (including company name, address and EIN)
  • General financial information (such as annual income and household net worth)
  • Names and dates of birth for any beneficiaries

Note: A completed Employer adoption agreement is required. (You should have received this from your employer.) You can upload, fax or mail it to us.

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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