Mobile app users will find the experience equally seamless and intuitive. You can also visit a local branch for in-person assistance if you prefer direct interaction.
Open Merrill Lynch Retirement Planning for Your Future
Opening an account with Merrill Lynch provides investors access to a full suite of financial services, from brokerage and investment management to retirement planning. This guide walks you through the essential steps, benefits, and considerations of establishing your relationship with the firm.
A valid Social Security Number is required for tax documentation purposes. Each account type carries specific features regarding trading commissions and fee structures.
Open Merrill Lynch Retirement Planning
Scheduling a meeting with a financial professional can help tailor a strategy to your specific goals. Existing investors can initiate an account transfer to consolidate their holdings under one roof, though transfer times vary based on the sending institution.
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