Quick facts: Free to file. File on the official settlement site. US only. Claim deadline March 26, 2027.
If you held a Merrill Edge self-directed retirement account between December 15, 2016 and March 15, 2020, you may be eligible for a cash payment from a $39 million settlement. No claim form needed: eligible account holders receive payments automatically, or you can submit an electronic payment request by March 26, 2027. Visit the settlement site to confirm eligibility and choose your payment method.
- What it is
- FreebieAgent tracks Merrill Lynch Retirement Accounts Settlement Claim, an open class action settlement you file a claim for yourself.
- Who offers it
- Offered by Merrill Lynch; the claim link goes to mlretirementaccountlitigation.com. The freebie comes from the source, not FreebieAgent.
- How to claim
- File the claim yourself on the official settlement site; the claim form is a sworn statement, so FreebieAgent never files it for you.
- Status
- Added November 11, 2026; live as far as we know; ends March 26, 2027.
- Where
- Can be claimed in US.
Opens the official settlement site. Filing is free. You sign the claim form yourself, under penalty of perjury, so only file if you qualify.
The brand ships your sample, usually in 2-8 weeks. FreebieAgent never charges you.
FreebieAgent score
“This is a genuine, court-approved settlement with a substantial fund and clear eligibility criteria. The no-claim-required structure and specific deadline make it actionable and worth surfacing to readers who held these accounts.”
- FreebieAgent
What FreebieAgent noticed
This is a court-approved class action settlement (case Valelly v. Merrill Lynch) over allegedly inadequate interest rates on cash held in Merrill Edge retirement accounts through the RASP program. Merrill Lynch is a legitimate, well-known financial services firm, and the settlement received preliminary court approval in October 2026. The catch: payments under $10 won't be issued, and you must have held a Merrill Edge Self-Directed Investing retirement account (IRA, Roth IRA, SEP IRA, etc.) during the specified window to qualify. If your account no longer exists, you'll need to submit an electronic payment request by the March 26, 2027 deadline to avoid receiving a check instead.
What the form asks for
You fill these in yourself on the brand's site.
You deserve more free stuff. Science agrees.
Apple Intelligence Siri Settlement Claim for iPhone
Amazon Return Policy Class Action Settlement Claim
Checked 5 days ago
Dr. Squatch All Natural Claims Settlement
Checked today
Generic Drug Price-Fixing Settlement Claim
Simplilearn $3M Video Privacy Settlement Claim
Vida Y Salud Data Breach Settlement Claim
Checked 4 days ago
Comments