Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. Members enjoy program benefits including credit card rewards bonuses, discounts on home and auto loans, monthly account maintenance fee waivers, and more.Life is constantly evolving.
All current Plan Trustees must sign this form.Read Only and Trading and Ownership Letter of AuthorizationThe Letter of Authorization will grant Read Only and Trading or Ownership status for online capabilities to self-directed account holders.This form is used to convert from a Retail account to a Trust accountRequest to Turn Assets Over to the Vested Minor - LOAThis LOA is used when the custodian of a UTMA/UGMA account would like to relinquish the assets to the minor, who has now reached vesting age.Required Minimum Distribution Enrollment and Authorization for Merrill EdgeMerrill Lynch required minimum distribution service enrollment and authorization form.Retirement - BASIC Retirement Program Custodial AgreementThis document contains the agreement and disclosures governing the Merrill Edge Self-Directed BASIC Retirement Account.Retirement - Contribution Recharacterization Election Form - nonEsignThis form is used to recharacterize all or a portion of any traditional or Roth IRA contribution or to recharacterize a traditional IRA to Roth IRA conversion.
This document contains the Client Relationship Agreement for Merrill Lynch Self-Directed Investing accounts.Summary of the ways you can have a relationship with Merrill.This form allows you to update the cost basis for holdings in your portfolio.Complete this form when a custodian resigns and appoints a successor custodian to an account.You can select how you want to reinvest income generated from a holding. By law, we are required to ask your consent to show the content that is normally displayed here. This application can be used to establish a Corporation, LLC, Partnership or Sole Propietorship business account.Business Investor Account - BIA - Application and Agreement - Self-DirectedThis form contains the application booklet and agreements for the Merrill Edge Self-Directed Business Investor Account (BIA Account).Cash Management Account - CMA - Agreement - Self-DirectedThis document contains the disclosure and agreement that govern a Merrill Lynch Self-Directed Cash Management Account.This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for Estates.This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for Trusts.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. A retirement account where contributions are made after-tax, and earnings grow tax free for those who qualify. Add Account Holder for Merrill Edge Advisory CenterThis form is the letter of authorization for a request to add another account holder to an existing Merrill Edge account.Use this form to confirm an address change update to your Merrill Edge account.Automatic Investment Plans (also known as periodic investment plans) allow you to invest regularly in mutual funds you own.Use this form to enroll in the Merrill Lynch Web Bill Payment Service, so you can pay your bills online conveniently, without the need for stamps, envelopes or a trip to the post office.Business Account - WCMA - Application and Agreement - MEACUse this application to open an investment account (WCMA) for businesses that lets you trade and research mutual funds, stocks, fixed income and other securities.