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  • New Account Application Merrill Lynch

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New Account Application Merrill Lynch BlackRock CollegeAdvantage 529 Plan For Ohio Residents Only Ohio residents with Merrill Lynch Financial Advisors or Merrill Edge Financial Solutions Advisors.

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Merrill Edge has no account minimums and unlimited $0 online stock and ETF trades. Clients with at least $20,000 in combined deposit and investment accounts qualify for additional perks through the Preferred Rewards program.

What you'll need Social Security number and date of birth. A valid mailing and email addresses. Employment information (including company name, address, and start date) General financial information (such as annual income and household net worth)

It may take up to 72 hours for your account to be activated. Open your account now so it will be ready for your award transactions. If you have not yet opened the brokerage account required for your plan(s), please select a plan from the list below to open an account.

Both beginners and experienced investors will find things to like about Merrill Edge, such as quality research and decent investment tools. That being said, when compared to other online brokerages, Merrill Edge's tools are hardly top-shelf offerings, and the platform has some significant downsides.

Foreign nationals who are permanent legal residents of the U.S. may be required to present a Permanent Resident Card (i.e., “green card”) and a Social Security number to open an account in a U.S.-based Merrill office. Non-individuals (e.g., a business, trust or estate) must submit sufficient evidence of legal status.

Commissions range from 0.70% – 15.00% of the principal value of the contracts, plus $3.00 – $9.00 per contract. You also pay an additional transaction fee ranging from $0.15 to up to $1,003 per transaction, determined based on the principal value and number of contracts purchased or sold.

What you'll need Social Security number and date of birth. A valid mailing and email addresses. Employment information (including company name, address, and start date) General financial information (such as annual income and household net worth)

Merrill Guided Investing at a glance Account minimum$1,000.Account management fee0.45%.Investment expense ratiosCore ETF portfolios: 0.04% to 0.05%. Socially responsible portfolios: 0.10% to 0.17%Account fees (annual, transfer, closing)$49.95 full account transfer and closeout fees.8 more rows • 3 Jan 2023

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232