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Merrill Edge Self Directed Investing
Edge self-directed account offers the tools, research and intelligence to help you pursue your goals with confidence

Account Types, Services & Options
Brokerage Accounts
Cash Management Account ® (CMA ®)
Margin Accounts

Retirement Accounts
Individual retirement:
Roth IRA
Traditional IRA
Rollover IRA

Business retirement:
SIMPLE IRA
SEP IRA

Custodial Accounts
UGMA/UTMA


Merrill Edge Advisory Center
Defining specific, clear action steps to help you stay on track.

Account Types, Services & Options

Custom-designed financial strategies, goal-based advice and services based primarily in mutual funds for:

Account Types
Cash Management Account ® (CMA ®)
Merrill Edge Diversified Portfolios (MEDP)

Retirement Accounts

Individual retirement:
Roth IRA
Traditional IRA
Rollover IRA

Education and Custodial Accounts
529 Plans
UGMA/UTMA
Coverdell Education Savings Account (ESA)

Credit and Lending
Mortgages
Home Equity Lines of Credit
Securities-Based Lending


Merrill Lynch Wealth Management
Customize a strategy that integrates the pieces of your financial life to help you grow, preserve, transfer and structure your wealth in accordance with your goals.

Account Types, Services & Options

Investment planning and guidance

Investment Advisory Accounts
Managed Accounts/Fee-Based Investing

Brokerage Accounts
Standard Brokerage
Cash Management Account ®(CMA ®)
Margin Accounts

Retirement Accounts

Individual Retirement
Roth IRA
Traditional IRA
Rollover IRA

Solutions for Business
Business Financing
Cash Management
Retirement and Benefits

Education and Custodial Accounts
529 Plans
UGMA/UTMA
Coverdell Education Savings Account (ESA)

Credit and Lending
Mortgages
Home Equity Lines of Credit
Securities-Based Lending