Online Brokerage Account
An investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment, and a deferred debit card. More info »
Trust & Estate Account
Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person's estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.
A retirement account where contributions are made after-tax, and earnings grow tax free for those who qualify. More info »
A retirement account that combines tax deferral with the potential for tax deductible contributions. More info »
A Merrill Edge®
Rollover IRA offers an easy way to maintain the tax-deferred status of your retirement plan while consolidating your retirement assets into one easy-to-manage account. A Rollover IRA isn't right for everyone. Consider all of your choices
and learn if a Rollover IRA
may be right for you.1Have questions?
Talk to a Merrill Edge rollover specialist, 24 hours a day, 7 days a week at 1.888.637.3343.
An Inherited IRA is used to transfer inherited retirement plan assets into an account in your name. Use this application to establish either a Traditional or Roth Inherited IRA.
NextGen College Investing Plan®
The plan is a Section 529 plan established by the State of Maine, and is available to anyone, age 18 or older, regardless of residency, income, or age of the beneficiary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor. Learn more about 529 plans »
Custodial (UGMA/UTMA) Account
An investment account setup on behalf of a minor and managed by a parent or guardian. More info »