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As a Merrill client, there are a few ways to get in touch with us. Contact us by phone or log in to your MyMerrill or Benefits OnLine account to get answers to your questions and stay on top of your financial goals.
MAP6214097-07262025. Find helpful resources and support to help manage your Merrill account, including answers to FAQs about transferring funds, opening an account, and investing.
- Our online password reset makes it easy for you to retrieve your User ID and reset your password.
- Yes, you can link your accounts by logging in and visiting the Link Accounts page.
- There are several different timeframes depending on the method of transfer.Transfer cashReal-time or up to 3 business daysTransfer instantly from y...
- You can view the status of your transfer online by accessing View in-process transfers. You can also sign into your Merrill account and check the b...
- Visit our Tax Center for all your tax information needs.
- We are required to ensure that all our client information remains up to date. In an effort to confirm your information and make the process as easy...
- As a firm, we have a responsibility to obtain this information. Unfortunately, we do not offer an opt out at this time. These are industry wide reg...
- Visit our Rollover Page to learn more about the options you have with your old 401(K).
- For the fastest receipt of your documents, please use our document upload tool available through the Secure Inbox once you have logged into your ac...
- We offer Self-Directed Investing, Merrill Guided Investing, and Merrill Guided Investing with an advisor. With a full suite of investment solutions...
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Fill out the form below to find your Merrill distributor. Email Address*. First Name*. Last Name*. City*.
Want to open an account? Need help with an existing Merrill Lynch account? Call the appropriate number below: Merrill Edge Advisory Center call 1.888.654.6837. Merrill Edge Self-Direct Investing call 1.877.653.4732. Merrill Lynch Wealth Management call 1.800.MERRILL (637.7455)
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