You can open the following product/account types or convert existing accounts to Merrill Guided Investing: Individual, Joint and Custodial (UTMA/UGMA) brokerage accounts, traditional IRAs, Roth IRAs, SEP and SIMPLE IRAs. You can also roll over a 401(k) or other employer-sponsored retirement plan.
Consider all of your choices and learn if a rollover may be right for you.
Footnote 5 Clients with existing trusts may convert them into Merrill Guided Investing, but currently cannot open new Merrill Guided Investing trust accounts.