Merrill Edge | Open an Account | What You'll Need (2024)

  • CALL 1.888.MER.EDGE (637.3343)

Roth

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","ADV2BError":"A system error occurred while trying to access the online application. Please try again at a later time. If you continue to experience problems, please contact a representative. {1.2}","Options":"Options","BYBExpiredOffer":"The offer code you entered is expired.","ALStateError":"The applicant must be 19 years or older to open an account.","InternalApplicationNotice":"Internal Application Notice","SameAsPriMailAddr":"Same as Primary’s Mailing Address","ERR_BEN529_ANOTHER_PASSPORT":"Please scan and upload copies of the Beneficiaries Passport and Greencard.","EINType":"Employer Identification Number","MsgLIIACancelApplication":"Are you sure you'd like to cancel your application?","AccessVisaCard":"Access Visa Card","AccessVisaPath":"/Default/Images/newaccount/debitcard_visa.jpg","ERR_CA_US_PASSPORT":"Please scan and upload a copy of the first Co Applicant's driver license, state ID or passport.","COC_DateOfIssue":"Date of issue","UserIdText":"User IDs must be between 6 and 32 characters long, have at least one letter, and contain no spaces.","COC_DateOfEntry":"Date of entry","DeleteCoApplicant":"Delete Co-Applicant","Cancel_CancelApplication":"Yes, cancel application","OLBSSOMESDErrorMsg":"We were unable to link your Bank of America accounts to your Merrill Lynch account. Please try again later or call us for assistance.","Tabbing_GoToMyHome":"Go To MyHome","VisaSigRewards":"Visa Signature Rewards","INHERITED_IRA_POPUP_CLOSE_ADA_TEXT":"Close select account type popup","MsgLogout":"There has been no activity detected for the last 60 minutes.
Please confirm if you would like to continue, otherwise your information will be cleared out automatically.

","EditApplication":"Edit Application","MsgDeleteBeneficiary":"Are you sure you want to delete this beneficiary?

","MsgDeleteSuccessor":"Are you sure you want to delete this successor participant?

","IpadReview_Newapplication":"New application for this client","ContinueToApplication":"Continue to Application","UI_ClickHeretoUpload":" Click here to upload document(s).","HLP_CONTINGENT_BENEFICIARIES":" contingent beneficiaries help","Tabbing_BeginNewApplication":"Begin a New Application","ELEC_COM_DISCLOSURE":"Electronic Communications Disclosure","IpadReview_RecalNol":"No, don’t recall the application","OfferExpired":"The offer you selected has expired.","Rules_309N":"The update made changes your Age Based Portfolio eligibility, please use the progress meter above to navigate back to the Investment allocation section to select appropriate funds.","BYBOfferErrMsg":"Please enter a valid offer code.","MsgError":"A system error occurred while trying to access the online application. Please try again at a later time. If you continue to experience problems, please contact a representative.","SameAsPartMailAddr":"Same as Participant’s Mailing Address","CoapplicantWIPAccessError":"Co-applicant can't access the WIP until Primary applicant's attestation is completed.","MARPRO_SUPRO":"MARPRO_SUPRO","CancelApplication":"Cancel Application","PRStateError":"The applicant must be 21 years or older to open an account.","OfferInvalid":"The offer you selected is not valid.","Equities":"Equities","LogOutNow":"Log Out Now","SubmitApplication":"Submit application","ERR_CA2_US_PASSPORT":"Please scan and upload a copy of the third Co Applicant's driver license, state ID or passport.","RePwdText":"Please retype your Password EXACTLY as you entered it above. Remember, it is case sensitive.","TaxIDTypeQues":"Please select the SSN or EIN to be used for this account?","ResumeREPModalHeader":"Merrill Edge ® Self-Directed Online Application","OAOR_UFIDNULL":"User Id is not created. Please use the progress meter above to navigate back to the Account Details section to Create User Id.","InValid":"InValid","MsgPriPerCancelApplicationNew":"Are you sure that you want to cancel this application?

If you select Yes, the application will be canceled and your work will not be saved.

If you select No, the applicant will receive an email with instructions on how to finish the application within 30 days.","MsgWelcomeOfferExpired":"We’ve brought you back to where you left off in your application.

","MsgSaveNotSuccessful":"Save is not Successful","FSA_SubmitApplicationCancel":"No, save and send email","Community":"Community Property","ERR_CA1_DUAL_PASSPORT":"Please Upload second Co Applicant's Passport and/Or Greencard.","FSA_SubmitApplicationOk":"Yes, save for in-person review","InvalidFileSize0KB":"File size should be more than 0KB","Tabbing_GotoMyMerril":"Go to merrilledge.com","DELETE_SUCCESSOR_POPUP_CLOSE_ADA_TEXT":"Close delete successor participant popup","Logoutin":"Time left: ","SignatureAwardsVisa":": Signature Rewards Visa","FSA_SubmitApplicationHeader":"Confirm Applicant’s Status","HideDOD":"Hide date of death","HideDOB":"Hide date of birth","HideSSN":"Hide SSN","NeedHelp":"Need Help?

","SameAsPartPerAddr":"Same as Participant's Permanent Address","MsgWelcomeResumeFromREP":"Thank you for speaking with a representative about a Merrill Edge self-directed investment account. The representative has started an application for you.

Please ensure that any information entered by the representative is correct and make any necessary corrections before entering new information.

","Save_ReturnApplication":"No, return to application","CANCEL_POPUP_CLOSE_ADA_TEXT":"Close cancel application popup","AddAConBen":"Add a contingent beneficiary","AvailableOffers":"Available offers","MsgTotalAllocationNotValid":"Please review your investment allocation. The total should equal 100%","ETFs":"ETFs","Auto":"Automatic from CMA","Attn":"Attention: ","Misc":"MISCELLANEOUS","Less":"","UITs":"UITs","Hide":"Hide","Same":"Same","Show":"Show","UI_MinorAgeError":"The Minor's age must be less than 18 years to open an account.
","SelectAccountType":"Select account type","Close_Recall_Application":"Close recall application popup"}

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Merrill Edge self-directed investing is intended to be a fully-electronic, internet based brokerage service. This means that all notices, statements, disclosures and other information regarding this service and your account will be sent to you electronically via www.merrilledge.com or to your last designated email address.

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Merrill Edge | Open an Account | What You'll Need (2024)

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