How to find your Merrill Lynch account number

At a Glance: Find my Merrill Lynch account number and 401(k) login

You can use Merrill Lynch’s website or mobile apps to access your account number and 401(k) login
Rolling old 401(k) accounts can help you keep track of retirement funds by consolidating savings into one place.

How do I find my Merrill Lynch 401(k) account number?

To find your old Merrill Lynch account number, all you have to do is go to Merrill Lynch’s website or mobile app, with instructions on how to access your account number for each listed below. Once you get your account number, you’re free to perform a 401(k) rollover.

What can I do with my Merrill Lynch 401(k)?

If you don’t want to go through the trouble of finding your Merrill Lynch 401(k) account number again, you can always roll your 401(k) into an IRA to consolidate your accounts. Doing so can help you keep track of all your retirement funds.

The good news is that Capitalize can help with your 401(k) rollover, and the process is entirely free.

Find your account number using Merrill Lynch’s website

1. Log in to your Merrill Lynch account.
2. Your 8-digit account number is available next to the account name under “Merrill Investment Accounts”.

Don’t see your account number? If you just opened your account, it may take up to 24 hours for your account number to appear. Check your email for any further instruction from your provider. Most institutions will email you once the account set-up is complete but we recommend checking back after a few minutes.

Find my Merrill Lynch 401(k) Login FAQs

How do I get to my Merrill Lynch 401(k)?

From your Merrill Lynch accounts, you can access your 401(k), view statements, and even print statements for future use.

Can I access my 401(k) online?

Yes, the easiest way to access your Merrill Lynch 401(k) is online. You can access your account online via the Merrill Lynch website, mobile app, or Merrill Edge app.

Find your account number using the Merrill Lynch or Merrill Edge mobile app

1. Open the app and log in to your account.
2. Tap “Accounts” at the top of your screen.
3. Your 8-digit account number is available under “Investment Accounts-Retirement” next to your account name.
4. (Optional) Tap on your account to see the account number larger at the top of the screen on the following page.

Don’t see your account number? If you just opened your account, it may take up to 24 hours for your account number to appear. Check your email for any further instruction from your provider. Most institutions will email you once the account set-up is complete but we recommend checking back after a few minutes.