On the Merrill site, the transfer link will be found under the Accounts tab in the top menu (look for Transfer Money & Securities). This form contains the application booklet and agreements for the Merrill Edge Self-Directed Inherited IRA Retirement Account. Or, you can elect to receive cash payments. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Where can I learn about web accessibility? For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. You can also use this form to change beneficiary designations for Merrill Lynch Education Savings AccountSM Education IRA, BASIC (Keogh Plus), SEP, SRA (Simple IRA), Retirement Selector - 403(b)(7) and Medical Savings Account (MSA) accounts. Please check with your provider for details. This free, secure service allows you to view all of your assets and liabilities, including accounts held outside of Merrill Lynch. Banking products are provided by Bank of America, N.A. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. We may be compensated by the businesses we review. Read Only and Trading and Ownership Letter of Authorization. This form provides authorization to remove an unpriced security from an account. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Complete this form to verify your address when applying for a new account online. "Bank of America" and "BofA Securities" are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. After-hours trading is from 4:01 p.m. to 8:00 p.m. The following offices also focus on serving clients in Latin America: International Office for Asian U.S. Markets, Middle Markets: 1-415-274-7400 Private Client: 1-415-274-6000. Additional information is available in our Client Relationship Summary (PDF). Coverage above SIPC limits is covered by Lloyd's of London. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available . No information provided on TopRatedFirms.com should be considered a Press CTRL + Q to read quote window information. All rights are reserved. Additional information is available in our Client Relationship Summary (Form CRS) (PDF). Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This document contains a description of changes previously made to our Low-Priced Securities policy and business practices. Include a copy of Morgan Stanley's required Letter of Authorization for Stock Transfer, which can be found on the Morgan Stanley website at When my debit card or checks have been lost or stolen, what should I do? You can add new individual accounts to your online portfolio view using a simple three-step process. Can I opt out of sharing my personal information with Merrill? This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Coverage above SIPC limits is covered by Lloyd's of London. This Best Interest Disclosure Statement provides information about the scope and terms of the brokerage services that Merrill Lynch, Pierce, Fenner & Smith Incorporated provides to retail clients that engage Merrill for brokerage services. This document contains the disclosure and agreement that govern a Merrill Lynch Self-Directed Cash Management Account. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. If we receive your request 14 days or less before the maturity date, we will process the transfer on a best effort basis. The Merrill routing number is the first nine digits (084301767), and the account number is the second nine digits. There is no charge to download and use the mobile app. With nothing but cash left, log into the website and hover over the Accounts tab in the top menu. Get a complete picture of your financial situation, bank and invest anytime, anywhere with our secure mobile app and act quickly on financial decisions with instant transfers between eligible accounts. Bill Pay - Authorization for Recurring Transfers. The time it takes for mobile check deposits to clear will vary depending on when the deposit is made and other factors. 3.Enter your name & e-mail address lick "Next" 2. Wire funds electronically from another financial institution. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. How do I retrieve my online user ID and/or reset my password. As a Merrill client, you have a couple of ways to get in touch with us. Are there any other brokerage fees that apply to $0 online stock, ETF and option trades? NextGen Select Series Payroll Deduction Allocation. On the Bank of America site, hover over the Transfer | Zelle tab in the top menu and then click on Transfer Between my BofA Accounts. Merrill Rewards for Business Visa Signature card : WCMA Business Access Visa : Account Services: Call 1.866.617.1859 to get information on the Merrill Rewards for Business Visa Signature card account including payments and charges, report lost or stolen cards, transfer a balance or request a credit line increase. You should also contact any merchants who have automatic bill payments for you. Extended Hours Trading allows investors to buy and sell stocks after the close of the traditional market hours trading session. for Margin Lending Program Application and Agreement - Self-Directed, for Options - Individual - Joint - Trust Option Account Application and Agreement, for Automated Funding Service Enrollment and Authorization, named Automated Funding Service Enrollment and Authorization, for Retirement Distribution - One Time - Edge, named Retirement Distribution - One Time - Edge, named Margin Lending Program - Risk Disclosure, named Abandoned Property Account Reinstatement Form, named Address Verification Letter of Authorization, for Edge Cash Management Account - CMA - Custodial Account Application, for Edge Cash Management Account - CMA - Individual Account Application, for Edge Cash Management Account - CMA - Joint Account Application, for Edge Custodial UGMA UTMA Account Application, in Edge NextGen College Investing Plan Application, for Edge Small Business 401k Plan Application, named Electronic Communications Disclosure, named Margin Lending Program Agreement - Self-Directed, named MESD Business Investor Account Agreement and Program Description, named SIMPLE IRA Getting Started Checklist, named SIMPLE Retirement Account Program Disclosure and Custodial Agreement, named Website and Mobile - Terms and Conditions, of Account Transfer Initiation Form for Merrill Edge, named Add Account Holder for Merrill Edge Advisory Center, named Business Account - WCMA - Application and Agreement - MEAC, for Cost Basis Update for Multiple Securities, named Custodian Resignation Letter of Authorization, for Durable Power of Attorney - Merrill Edge, for Funds Transfer Service Enrollment - Merrill Edge, named Funds Transfer Service Enrollment - Merrill Edge, your information for Manage Your Mailing Address, named NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Plan Client Select Series Investment Change Form - edge-meac, named NextGen College Plan Client Select Series Investment Change Form - edge-meac, for NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Investment Change, named Online Account Access Authorization Form, named Options - Characteristics and Risks of Standardized Options, named Options - Corporate and Institutional Option Account Application and Agreement, named Options - Standard Agreement for Merrill Edge, named RCMA or RCMA II Authorized Representative Change Form, named RCMA or RCMA II Plan Trustee Change Form, for Read Only and Trading and Ownership Letter of Authorization, named Read Only and Trading and Ownership Letter of Authorization, for Required Minimum Distribution Enrollment and Authorization for Merrill Edge, named Required Minimum Distribution Enrollment and Authorization for Merrill Edge, for Retirement Automated Funding Service - Merrill Edge, named Retirement Automated Funding Service - Merrill Edge, for Retirement Beneficiary Designation - Edge, for Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Texas Desigation form - Merrill Lynch Abandoned Property, for Trusted Contact Person Form - Merrill Edge, named Bill Pay - Agreement and Disclosures, named Business Investor Account - BIA - Application and Agreement - Self-Directed, named Cash Management Account - CMA - Agreement - Self-Directed, named Client Relationship Agreement - Self-Directed, named Client Relationship Summary - Form CRS, named Guide to Your Merrill Lynch Statement, named My Financial Picture Terms and Conditions, named Margin Lending Program - Truth-in-Lending Disclosure, named Merrill Edge Self-Directed - CMA Additional Account Owner Booklet Agreement, named Merrill Edge Self-Directed Investing Terms of Service, named Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs, named Retirement - BASIC Retirement Program Custodial Agreement, named Retirement - Traditional IRA Disclosure and Custodial Agreement, named Transfer on Death Letter of Authorization, named Appoint New Custodian - Relinquish Assets - LOA, named Minor Over 14 Appointing New Custodian - LOA, named NextGen Direct Series Program Description, named NextGen Section 529 Program Rollover, named NextGen Select Series Payroll Deduction Allocation, for Vested minor taking possession of assets, named Vested minor taking possession of assets, named 529 Automated Funding Service Enrollment Change Authorization Form, named 529 College Savings Plan Withdrawal Request Form, named Automated Phone System Quick Reference Guide - Self-Directed, named Guide to Your Merrill Edge Statement, named Merrill Lynch - Low-Priced Securities Insert, named Inherited Retirement Account Application - Self-Directed, for Outgoing Partial Asset and Gifting Transfer Authorization Letter, named Retirement - Contribution Recharacterization Election Form - nonEsign, named Retirement - Divorce Transfer Instructions, named Retirement - Payroll Deduction and Direct Deposit Form, for Retirement - Roth IRA Conversion - Edge, named Retirement - Roth IRA Conversion - Edge, for Retirement Beneficiary Distribution - Edge, named Retirement Beneficiary Distribution - Edge, named Retirement Cash Management Account - RCMA - Application and Agreements, for Retirement Distribution - Standing Letter of Instruction - Edge, named Retirement Distribution - Standing Letter of Instruction - Edge, for Retirement Distribution - Substantially Equal Periodic Payment - Edge, named Retirement Distribution - Substantially Equal Periodic Payment - Edge, for Incoming DRS or DWAC Authorization Letter, named Retirement - Direct Rollover - Advisory, for Transfer Funds from a Bank Retirement Account for Merrill Edge, named Transfer Funds from a Bank Retirement Account for Merrill Edge, for Withdrawal of Unpriced Security Letter of Authorization, named Cash Management Account - CMA - Estate Application, named Cash Management Account - CMA - Trust Application, for Certificate of Foreign Status of Beneficial Owner, your information for Dividend Reinvestment, for NextGen Direct Series Withdrawal Request, named NextGen Direct Series Withdrawal Request, for One-time Non-Retirement Distribution - CMA -WCMA - IIA, named One-time Non-Retirement Distribution - CMA -WCMA - IIA, for Request to Convert from a Retail to a Trust LOA, named Request to Convert from a Retail to a Trust LOA, named Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM, Other fees may apply. Transfer to your account by mailing a personal, cashier's or bank check or depositing checks via the mobile app. This form contains the Retail Option Account application and agreement for Merrill Edge Self-Directed Individual, Joint and Trust Accounts. opinions. 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 from one of your eligible accounts. It takes just minutes to open your account online. Website and Mobile - Terms and Conditions. To report brokerage checks or CMA Visa Access debit cards lost or stolen, contact 800-CMA-LOST (262-5678) to place a lost or stolen block on checks and/or CMA Visa cards. The NextGen Plan is offered nationally regardless of the account owners state of residency. All current Plan Trustees must sign this form. You should receive an email notification when your assets are in your Fidelity account. This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for Estates. Margin Lending Program - Truth-in-Lending Disclosure. What types of mutual funds can I trade online? The custodian of the account must sign the transfer form. This form allows you to update the cost basis for holdings in your portfolio. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. '$1z[>[. You can view the status of your transfer online by accessing. Now, you'll have Merrill Edge's asset transfer form. Retirement Distribution - Standing Letter of Instruction - Edge. Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity, Employment information (such as annual income and household net worth), Names and dates of birth for any beneficiaries. Documents Vault is a secure online storage service hosted by Siftsort.com and accessible only to you.