How do I change my name with Merrill?

Sign in at merrilledge.com to fill in the information change form, attach your legal document, and include a W-9.

Who to update · Investing & retirement

How to change your name with Merrill

Married or divorced and updating your accounts? Here's how Merrill takes a name change, from its own help page.

HowOnline, by phone or by mail or fax

Phone877-653-4732

By mailYes, a letter works

Merrill's steps

Open Merrill's page

Have these ready

A copy of your marriage certificate, divorce decree or court order (most companies ask for one).
Your updated driver's license or ID, if you have it. Social Security comes first, then the DMV.
Your account number, and the name the account is in now.

Let Sasha handle the letters

Sasha writes and signs your name change letter for Merrill and every other company on your list, with your certificate attached. It can even print and mail it to Merrill for you: no printer, no stamps. It also keeps track of who's done. The checklist is free.

See how Sasha works

More investing & retirement

Checked against Merrill's own page in October 2026. Companies change their process; confirm on their site or by phone before you send anything. Sasha isn't affiliated with Merrill.