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Automatic Investment Plan
Automatic Investment Plans (also known as periodic investment plans) allow you to invest regularly in mutual funds you own.
Manage Your Mailing Address
Change the address assigned to a specific account.
Edge Cash Management Account - CMA - Custodial Account Application
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 »
Edge Cash Management Account - CMA - Individual Account Application
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 »
Edge Cash Management Account - CMA - Joint Account Application
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 »
Edge Custodial UGMA UTMA Account Application
An investment account setup on behalf of a minor and managed by a parent or guardian.  Learn more about custodial UGMA UTMA account »
Documents Vault
Documents Vault is a secure online storage service hosted by Siftsort.com and accessible only to you. With it you can confidently and conveniently store important documents and data on the Siftsort server.
Extended Hours Trading
Extended Hours Trading allows investors to buy and sell stocks after the close of the traditional market hours trading session.
Merrill Edge MarketPro Users Guide
My Financial Picture
This free, secure service allows you to view all of your assets and liabilities, including accounts held outside of Merrill Lynch. Get a complete view of your net worth: investment, bank, credit card, loan and retirement accounts, as well as real estate, art, jewelry, vehicles and other personal property.
Edge NextGen College Investing Plan Application
Established by the State of Maine, the NextGen® Plan is a tax-advantaged way to invest for a child’s education. The NextGen Plan is offered nationally regardless of the account owner’s state of residency. Learn more about 529 plans »
Order Checks
Order checks from one of your eligible accounts.
Order Deposit Slips
Order deposit slips from one of your eligible accounts.
Paperless Settings
Apply delivery preferences and your selected email address to all of your Merrill accounts.
Edge Rollover IRA Application
A retirement account designed to receive assets transferred from a previous employer's 401k or 403b. Learn more about Rollover IRAs»
Edge Roth IRA Application
A retirement account where contributions are made after-tax, and earnings grow tax free for those who qualify. Learn more about Roth IRAs »
SEP IRA Application - Self-Directed
High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. More info »
Edge Small Business 401k Plan Application
Whether you're a sole proprietor or have hundreds of employees, this low-cost plan offers simplified account opening, plan set-up, and ongoing administration. Learn more about Small Business 401(k)
Edge Traditional IRA Application
A retirement account that combines tax deferral with the potential for tax deductible contributions. Learn more about Traditional IRAs »
Merrill Edge Margin Handbook
The Merrill Edge Margin Handbook provides basic information about the uses of margin and purchasing securities on margin.
Add Account Holder for Merrill Edge Advisory Center
This form is the letter of authorization for a request to add another account holder to an existing Merrill Edge account.
Affidavit of Domicile
This document certifies the decedent's place of residence at the time of death.
Automated Phone System Quick Reference Guide - Self-Directed
This form provides instructions for setting up and navigating the Merrill EdgeTM Automated Phone Service.
Automated Funding Service Enrollment and Authorization
The Automated Funding Service allows you to automatically contribute the maximum contribution amount allowed by law to a retirement account.
BASIC Retirement Account Agreement and Program Description
This document contains the agreement and disclosures governing the Merrill Edge Self-Directed BASIC Retirement Account.
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