Opening an account with Merrimac Direct Investments is easy. We offer competitive rates and convenient service.  

To open your Merrimac Direct Investments account:

  • Step 1: Send us an email to info@merrimacdirect.com.
  • Step 2: Include the form name(s) you would like sent. Indicate whether you would like us to send it via email or regular mail.
  • Step 3: Include your name, address, and phone number.
  • Step 4: Please return the forms with signature to:

 

  • Merrimac Direct Investments
    Corporate Offices: 
    1185 Spring Center South Blvd.  Ste. 1060  
    Altamonte Springs, Fl. 32714
  • 407.389.8500

 

 
  • Step 5: Once we receive the executed forms, you will be notified (by phone, fax or email) that your request has been approved, opened,
    and/or activated.

Note: Once your account is funded, you will be contacted with your user name and password, and you can begin trading online.
Note: Cashier's checks and money orders are both immediate funds.

These funds are available for investing upon deposit to your account.

Personal and business checks have a policy hold of 10 business days, assessed from the date of deposit.

If you have any questions regarding these forms, please contact Merrimac Direct Investments at 407.339.8500 or info@merrimacdirect.com.

If you are an employee of a brokerage firm, Merrimac Direct Investments requires a letter of approval from your employer.

When you click on any of these links, the pdf will open in Adobe Acrobat Reader.  If you do not have the Free Acrobat Reader, click here to download a copy.

If you wish to simply download the pdf to your computer, right click on the file and click "Save Target As"

 

Corporate Accounts Individual Accounts
Corporate Accts/Corp & LLC Acct Package Dec 2010.pdf
Dec 2010.pdf
Individual & Joint Accts/Individual or Joint Acct Package Dec 2010.pdf
IRAs Partnership
IRAs/IRA Package Dec 2010.pdfIRAs/Account Transfer Form.pdf
IRAs/Roth IRA Acct Package Dec 2010.pdfIRAs/IRA Designation of Beneficiary.pdf
IRAs/IRA Financial Disclosure.pdf
IRAs/IRA Simplifier.pdf
IRAs/Merrimac Privacy Policy Dec 2010.pdf
IRAs/New Acct Form.pdf
IRAs/Roth IRA Financial Disclosure.pdf
IRAs/Roth IRA Simplifier.pdf
Partnership/General Partnership Package Dec 2010.pdf
Partnership/Investment Club Dec 2010.pdf
Partnership/Non-Corporate Association Dec 2010.pdf
Partnership/PartnershipAgreement.pdf
W8 Forms
W 8 IMY.pdf
W-8 BEN & ECI & EXP PACKAGE DEC 2010.pdf
W-8 BEN & ECI & EXP.pdf
W-8 BEN & ECI & EXP.pdf
    
 


1-407-389-8500

Corporate Offices:  1150 Douglas Avenue  Ste. 1070 |  Altamonte Springs, Fl. 32714

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