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How do you want your account managed following your rollover?

I'll select my own investments

I prefer a portfolio that's managed for me

Which best describes your business right now?

I'm self-employed

I have employees

I am an employee

When do you plan to pay taxes?

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

How much will you invest to start?

Between $1,000 and $20,000

At least $20,000

Starting with less than $1,000 ?

Open a self-directed account instead

How much will you contribute to start?

Between $1,000 and $20,000

At least $20,000

Starting with less than $1,000 ?

Open a self-directed account instead

How much will you contribute to start?

Between $1,000 and $20,000

At least $20,000

Starting with less than $1,000 ?

Open a self-directed account instead

How much will you contribute to start?

Between $1,000 and $20,000

At least $20,000

Starting with less than $1,000 ?

Open a self-directed account instead

How much will you contribute to start?

Between $1,000 and $20,000

At least $20,000

Starting with less than $1,000 ?

Open a self-directed account instead

Great! Let's get you started:

Or manage your own investments and pay no annual fee
Or manage your own investments and pay no annual fee
Or manage your own investments and pay no annual fee
Or manage your own investments and pay no annual fee
Or manage your own investments and pay no annual fee

Get started with a Financial Solutions Advisor

Get started with our online application, then review your financial picture with an advisor.

Set up a meeting

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Great! Based on your responses, this account may be right for you:

Great! Based on your responses, these accounts may be right for you:

You'll need to open a matching IRA before moving assets. This account may be right for you:

You'll need to open a matching IRA before moving assets. One of these accounts may be right for you:

You're almost there! Based on your responses, these plans may best match your business:

You're almost there! Based on your responses, this plan may best match your business:

If you're unsure what type of retirement account to open, please ask your employer.

Individual brokerage account

Manage your own investments and pursue your financial goals through a personal account.
Open now for a Merrill individual brokerage account
Prefer to have this account managed for you? See if you qualify

Merrill Guided Investing

An Investment Advisory Program
Have your portfolio built and managed by Merrill with a minimum investment of $1,000
NEW OFFER  $0 program fee for 6 months for new enrollmentsFootnote 1
Must use offer code: 6FREE
*Conditions and other fees apply

Roth IRA

Benefit from the potential to earn tax-free income and greater withdrawal flexibility in retirement.
Open now for a Merrill Roth IRA account
Prefer to have this account managed for you? See if you qualify

Traditional IRA

Benefit from the potential to reduce current taxes, while enjoying tax-deferred growth potential (contributions may be tax deductible).
Open now for a Merrill traditional IRA account
Prefer to have this account managed for you? See if you qualify

Traditional IRA

Maintain your traditional 401(k) or 403(b) retirement plan's tax-deferred status while consolidating your assets.

Rollover

Maintain your retirement plan's tax-deferred status while consolidating your assets.
Open now for a Merrill rollover account
Prefer to have this account managed for you? See if you qualify

NextGen 529 Plan

Enjoy tax advantages, diverse investment options and high contribution limits to help you save for future education expenses.

Joint brokerage account

Manage your own investments and pursue your financial goals through an account with up to four owners.
Open now for a Merrill joint brokerage account
Prefer to have this account managed for you? See if you qualify

Custodial Brokerage (UGMA/UTMA)

Set aside money on behalf of a minor to pay for education or other expenses.
Open now for a Merrill custodial account
Prefer to have this account managed for you? See if you qualify

SEP IRA

Benefit from the flexibility to contribute as your cash flow allows, with contribution limits nearly 10 times higher than a traditional IRA.
Open now for a Merrill SEP IRA account
Prefer to have this account managed for you? See if you qualify
Roth IRA
Moving assets from a Roth 401(k) or Roth 403(b)?
Choose a Roth IRA instead
Don't see what you're looking for? We'll help you find the right account.
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