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Extended Hours Trading
Extended Hours Trading allows investors to buy and sell stocks after the close of the traditional market hours trading session.
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.
Edge Account Opening Online
You can open a variety of self-directed accounts online: Cash Management Accounts: Individual, Joint, Custodial (UGMA/UTMA), Retirement Accounts: Roth IRA, Traditional IRA, Rollover IRA, SEP IRA. College Saving Accounts.
Edge Traditional IRA Application
A retirement account that combines tax deferral with the potential for tax deductible contributions. Learn more about Traditional 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 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 »
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 »
Manage Your Mailing Address
Change the address assigned to a specific account.
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 »
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 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 »
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 »
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.
Order Deposit Slips
Order deposit slips from one of your eligible 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»
Order Checks
Order checks from one of your eligible accounts.
Automatic Investment Plan
Automatic Investment Plans (also known as periodic investment plans) allow you to invest regularly in mutual funds you own.
Merrill Edge MarketPro Users Guide
Paperless Settings
Apply delivery preferences and your selected email address to all of your Merrill accounts.
Request to Convert from a Retail to a Trust LOA
Request to Convert from a Retail to a Trust LOA
Merrill Edge CMA Access Visa Terms and Conditions
Terms and Conditions of the Merrill Edge CMA Access Visa debit card
Transfer on Death Agreement - EDGE
This form contains the agreement and disclosure for a Transfer on Death designation.
Minor Over 14 Appointing New Custodian - LOA
This LOA is used when the minor who is now 14 years of age would like to appoint a new custodian to the UGMA/UTMA account.
Beneficiary Required Minimum Distribution Service
This convenient service allows you, as an individual retirement account (IRA) beneficiary who has established an inherited IRA, to authorize Merrill Lynch to automatically calculate and distribute your annual required minimum distribution (RMD) from your inherited IRA based on your instructions.
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