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MERRILL WEBSITE TERMS AND CONDITIONS Last updated: 20200601 1. Introduction Welcome to Merrill's (Company, we, our, us)! These Terms of Service (Terms, Terms of Service) govern your use of our website

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How to fill out merrill edge self-directed investing

01

Log in to your Merrill Edge account online

02

Select 'Trade' from the menu options

03

Choose 'Stocks' from the drop down menu

04

Enter the stock symbol you wish to purchase

05

Specify the quantity you want to buy

06

Review your order and submit

Who needs merrill edge self-directed investing?

01

Individuals who want to take control of their own investment decisions

02

People who are knowledgeable about investing and want to actively manage their portfolios

03

Those who are looking for a platform with tools and resources for self-directed investing

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What is merrill edge self-directed investing?

Merrill Edge self-directed investing is an online investment platform where clients can manage their own stock, ETF, and mutual fund investments without the assistance of a financial advisor.

Who is required to file merrill edge self-directed investing?

Individuals who have a Merrill Edge self-directed investment account are required to file the necessary tax forms related to their investments.

How to fill out merrill edge self-directed investing?

To fill out Merrill Edge self-directed investing forms, clients need to provide information about their investment transactions, capital gains, dividends, and any other relevant financial data.

What is the purpose of merrill edge self-directed investing?

The purpose of Merrill Edge self-directed investing is to give individuals more control over their investment decisions and the opportunity to build a diversified portfolio according to their own financial goals.

What information must be reported on merrill edge self-directed investing?

Information such as investment gains, dividends received, and capital gains must be reported on Merrill Edge self-directed investing forms.

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