Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. To link a single account, it must have the same name, Social Security Number and zip code as your User ID. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Edgeâs desktop and mobile experience are quite well-designed and user-friendly. Yes. How do I transfer an account or assets from another firm to Merrill? Where can I learn about web accessibility? Press CTRL + Q to read quote window information. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2020 Bank of America Corporation. Build an investment strategy designed to help you pursue your financial goals with help from our easy-to-use planning tools. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Please note: If you liquidate a CD before maturity, you will likely incur a penalty. Footnote 3 Merrill Edge Self-Directed received 5 out of 5 stars overall in NerdWallet's Review, January 2020. ET, Monday to Friday, from 7:30 a.m. Once your account is opened you can call our Investment Center at 877.653.4732 to retrieve your account number. Common problems addressed by the customer care unit that answers calls to 888-637-3343 include Get financial advice and other customer service issues. © 2020 Bank of America Corporation. Login required. Footnote 3 Merrill Edge Self-Directed was awarded #1 for Overall Client Experience (for the second year in a row), #1 for access to Banking and #1 for ESG Investing in the StockBrokers.com 2020 Annual Broker Review. Merrill Edge Self-Directed was named the Best Broker for Customer Service in 2020, according to Investopedia. You can use a mobile device to deposit checks into any of the following accounts: * Mobile check deposit is limited to current and prior year personal contributions. See what critics are saying about Merrill, SEC Share Class Selection Disclosure Initiative, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. Additional information is available in our Client Relationship Summary (PDF). You can call Merrill Edge at (866) 460-1282 toll free number, write an email, fill out a contact form on their website www.merrilledge.com. ET to 6 p.m. The mobile app has some room for stability improvements. Coverage above SIPC limits is covered by Lloyd's of London. Merrill Edge Customer Service Phone Number (888) 637-3343, Email, Address Contact Merrill Edge at 1-877-463-9843 with any additional questions. Recent recommendations regarding this business are as follows: "Not recommend this broker to investing", "Stay away! Clients create a personalized User ID. How can I download the Merrill Edge mobile app? Are there any other brokerage fees that apply to $0 online stock, ETF and option trades? Plus, Merrill clients have access to customer support at about 4,300 Bank of America locations. During the account opening process, you have the ability to opt in and sign the margin agreement. It takes just minutes to open your account online. One of the greatest benefits of linking your accounts is the ability to transfer money easily between your eligible banking and brokerage accounts. In general, you can transfer brokerage accounts, Traditional, Roth, Rollover and SEP IRAs, custodian accounts and estate trusts, as long as the ownership of the two accounts is the same. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. It is a perfect option for traders who are active in their Merrill accounts, as well as for those ⦠ET. » Select Another Category of Reviews. I have been having an issue logging into my IRA account at Merrill Edge. To learn more about Merrill pricing, visit our. The Merrill Edge customer support team is available to offer step-by-step guidance and answer questions as and when you need them. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Please note that you can only transfer money between your brokerage accounts on the Merrill Edge website. To ensure you're on the right site once you log in to your account, look for the green lock and site name in your browser's address bar. I just found out that Merrill is changing their policy on sub $5 stocks. You will need an account with the same type and ownership (such as individual, joint or custodian) at Merrill that matches the account you want to transfer. What salary does a Merrill Edge/Customer Service earn in your area? Merrill Edge was first mentioned on PissedConsumer on Feb 05, 2016 and since then this brand received 34 reviews.. Merrill Edge ranks 376 of 1852 in Financial Services category. If you do not accept the agreement during account opening, you subsequently may submit a margin agreement form to gain access. Find out how to start investing with our online tools, investor education and one-on-one guidance. Depending on your device, you may be charged access fees by your wireless service provider. ComplaintsBoard.com is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Merrill Edge Customer Service. Visit our FAQ Page for answers to the most common NextGen 529 and 529 plan questions. If you trade on margin, you will still accrue margin interest based on your debit balance. After the initial two-year period, you can transfer assets from a SIMPLE IRA to a Traditional or Rollover IRA without penalty. For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. If we detect suspicious login activity, we will ask you to answer some of the security questions before providing access to your account information. How do I find the ACH routing number and checking account number associated with my account? Redemptions or withdrawals may not appear for up to 15 days after the receipt of the checks, and subject to applicable laws and regulations, within six days of the receipt of funds. To find the small business retirement plan that works for you, contact: Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. For performance information current to the most recent month end, please contact us. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Some mutual funds may not be eligible for transfer. ET. How secure is the Merrill Edge mobile app? Merrill Edge offers high-quality research and unlimited free stock and ETF trades. What is the cost to use the Merrill Edge mobile app? For example, assets cannot be transferred without penalty from a SIMPLE IRA to a Traditional or Rollover IRA for two years from the first contribution. Step-by-step instructions are provided throughout your initial login process during the User ID conversion. Comparison Corner Find out how Fidelity and Merrill Edge stack up against other competition. Free and $0 means there is no commission charged for these trades. Prospectuses can be obtained by contacting us. Other fees may apply. 4 Merrill Edge/Customer Service Salaries provided anonymously by employees. No transfers will be processed for CDs that mature beyond 21 days. Please contact us before initiating a transfer of an account with a power of attorney. To learn more about our web accessibility, please visit our, With Merrill Edge Self‑Directed, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. Secure messages would sit idle for days and never receive a reply. Merrill trades on all major domestic exchanges. Merrill Edge offers this premium market pro service that comes along with streaming quotes and interactive charting tools, as well as alerts and indicators. Rollovers and employer contributions must be mailed in with deposit slip indicating contribution type (i.e. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. This phone number is Merrill Lynch Edge's Best Phone Number because 1,326 customers like you used this contact information over the last 18 months and gave us feedback. ** Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. Extended-hours trading is not available on days the market is closed, preceding a market holiday or if the market is closed due to an emergency. For help with security questions, password reset, and any other account support help, please contact us at the appropriate number below: Merrill Edge Advisory Center Clients: 1.888.654.6837 Merrill Edge Clients: 1.877.653.4732 If you would like to transfer margin positions, you must have a valid Merrill margin agreement in place for the account you want to transfer these assets to. If we receive your request 14 days or less from the maturity date, we will process the transfer on a best effort basis. If you are transferring an account that is changing in account ownership from a custodial account to a joint account, the minor must have attained the age of majority. All rights reserved. Responsive, 24/7 customer service. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. To safeguard you, Merrill has implemented multiple new or enhanced security features to protect your personal information, prevent unauthorized access, and deter phishing — a criminally fraudulent process of attempting to acquire usernames, passwords and credit card details, by people masquerading as trustworthy entities — in electronic communications. There are costs associated with owning ETFs. Ultimately, the education section at Merrill Edge is probably one of its most compelling reasons to be involved. When can I place trades during extended hours trading? NerdWallet evaluates brokers based on investment selection, customer support, account fees, account minimum, trading costs and more. Investment adviser registration does not imply a certain level of skill or training. Current performance may be lower or higher than the performance quoted. To learn more about Merrill pricing, visit. Your online security is extremely important to us. Customer Service Merrill Edge customers can reach out to a customer service agent any time of the day or night. Merrill Edge does not offer the same 24/7 customer, but you can access phone support Monday through Friday or visit a branch location. Please check with your provider for details. How long does it take for my deposit to be posted? To transfer cash, including money markets funds held at a financial institution other than Bank of America, use our, To transfer securities or an account from another financial firm, use our. Call the appropriate number below: Merrill Edge Advisory Center call 1.888.654.6837. No longer a fan of Merrill Edge. You can add new single accounts to your online portfolio view using a simple three-step process. Find a local Merrill Financial Solutions Advisor™, Member Securities Investor Protection (SIPC), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. Customer service is handled by the telephone. You cannot link a joint account (i.e., one shared with a family member) online. Medallion signature guarantees will be required for all signatures in the Special Authorization section of the Account Transfer form. If you opened your account with a financial advisor, you have a Client Select Series account, and you can also contact your financial advisor with any additional questions. Best Cities for Jobs 2020 NEW! Returns include fees and applicable loads. Brokerage fees associates with, but not limited to, option trading, special stock registration/gifting, account transfer and processing and termination also apply. Merrill Edge, and in turn Merrill Lynch, is under the ownership of Bank of America. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Need help with an existing Merrill Lynch account? As a Merrill client, you can access credit based on the value of the margin-eligible securities in your Merrill account. Merrill, Merrill Lynch and Merrill Edge investment advisory programs are offered by MLPF&S. indirect rollover, transfer, employer contribution.) Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. ET. 4 weeks Merrill Edge down again! ET. Pre-market trading is available from 7:30 a.m. to 9:30 a.m. Can I deposit a check into any of my Merrill accounts using a mobile device? Starting August 2018 you can no longer buy them and in Sept you will no longer be able to sell them. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You can reach the support 24/7, and of course on a multitude of branches around the United States. Although we can accept transfers of retirement assets, restrictions may apply. However, the level of service received from customer service can be hit and miss, which of course is a problem at many larger companies. The performance data contained herein represents past performance which does not guarantee future results. The last four numbers indicate the check number. However, he was also having problems try to login (not sure what he ⦠With this article, youâll know where the discount broker excels, and where it falls short. You can trade on margin by using the Margin Lending Program. Market price returns do not represent the returns an investor would receive if shares were traded at other times. As an added layer of security, we have clients answer three personal security questions. Merrill Edge also boasts quite an impressive track record when it comes to customer service, with a helpful phone line and online chat option â both of which offer short waiting times. How do I deposit money into my Merrill account? Additional information is available in our Client Relationship Summary (PDF). Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. What are the current offers for opening an account? How do I download the Merrill Edge mobile app? Always read the prospectus or summary prospectus carefully before you invest or send money. There is no charge to download and use the mobile app. Merrill Edge review rated 2.5/5.0 with 1 Comment: Tried to roll a Roth IRA and never was successful. What types of mutual funds can I trade online? To learn more about our security procedures, please visit our. 10 year returns are provided for funds with greater than 10 years of history. The custodian of the account must sign the transfer form. We are committed to protecting your privacy and use the same advanced encryption technology on this device as we use on our website. To deposit a check, please write your Merrill account number in the memo field of your endorsed check and deposit via the mobile app or mail it to one of the addresses below: You can transfer money (including money markets funds held at a bank other than Bank of America N.A. ", "Run Away! You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Although affiliated with full-service firm Merrill Lynch, Edge is a very different beast. Resolved: Merrill Edge - Bad Customer Service Dec 27, 2016 @ Pissed Consumer I called customer service, and the service rep didnât know about the issue. Please check with your bank of security firm to find out if they can provide medallion signature guarantees. when you open and fund a new Merrill Edge investment account or IRA. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. SIPC insurance covers your account up to $500,000 in equity with up to $250,000 in cash. Merrill Edge Self-Direct Investing call 1.877.653.4732. A medallion signature guarantee is a special financially-backed signature guarantee for the transfer of securities. Merrill Edge is our top pick in 2020 for investors looking to manage banking and brokerage under one roof. On what exchange does Merrill execute orders? Cons: Margin rates are on the high side, especially for smaller account sizes. All rights reserved. See: Your brokerage accounts are not FDIC insured, but rather accounts held with Merrill are SIPC insured. 5 Merrill Edge/Customer Service Salaries provided anonymously by employees. Want to open an account? Merrill Edge offers some great customer service in addition to these offerings. Initial Merrill Edge complaints should be directed to their team directly. I guess we are to stupid to make our own investment decisions. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. Speak with a Merrill Edge representative 24/7, find a local branch to visit or schedule a consultation with one of our financial solutions advisors today. What salary does a Merrill Edge/Customer Service earn in your area? Start your search for the mutual funds that may be right for you with Merrill Edge Select. Please contact us to assist you at any time while you are transferring your account. Have a copy of your most recent statement from the account you want to transfer to Merrill. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. The broker-dealer is also open on the weekends. $0 commissions on stocks, ETFs, and options trades. The overall rating of the company is 1.4 and consumers are mostly dissatisfied.. Customers who have exceeded the full SIPC limits have further protection provided by the Lloyd's policy, subject to an aggregate loss limit of $1 billion for all customer claims, and includes up to $1.9 million cash per customer (excluding any FDIC eligible products within the account). Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. I inquired as to why, the main reason is to protect us uninformed customers. Merrill Edge Self-Directed was named the Best Broker for Customer Service in 2020, according to Investopedia. You could also email Merrill Edge or schedule a free consultation. We're here to help. Contact Merrill Lynch by phone or let us help you find a Financial Advisor to help with your goals. Merrill Edge's customer service is exceptionally good across multiple dimensions, hence you'll be in good hands when it comes to your broker-related questions. The Merrill routing number is the first nine digits (084301767) and the account number is the second nine digits. ET on Saturdays. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Contact Merrill Edge customer service. Certificate of Deposits (CDs) typically take four to six weeks to transfer. Merrill Edge Customer Service Represent Lack Business Acumen - Read our users' comments on a user review of Merrill Edge and find out what our readers thought of this particular user review. If you ordered checks for your account, you can find the routing and account numbers along the bottom left side of the check. The overall rating of the company is 1.4 and consumers are mostly dissatisfied.. Copyright 2020 FactSet. What types of transfers can I make online? Merrill Edge Account Details Account Minimum Balance: This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Deposits by check may take several days to clear. ... who will probably try to sell you a higher cost service. Merrill Edge was first mentioned on PissedConsumer on Feb 05, 2016 and since then this brand received 32 reviews.. Merrill Edge ranks 372 of 1845 in Financial Services category. Power for providing âAn Outstanding Customer Service Experienceâ for Phone Support â September, 2018 8 Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Keep your investment strategy on track and stay connected to your investments anytime, anywhere. Can I transfer money between my Bank of America and Merrill accounts? To link an account, visit, You can get up to $600 when you when you enroll, open and fund a new Merrill Edge, The commission fee for online stock, ETF and, Account maintenance fees also still apply as do commission charges for trades that are not $0 online stock, ETF, or option transactions. Yes. Discover how Merrill can help you narrow your investment choices to find the investments that may be right for you. Recent recommendations regarding this business are as follows: "Not recommend this broker to ⦠Please contact your transferring bank or credit union for more information. Lacking on its site is an on-line chat feature, which some traders will prefer. Customer Service. To transfer cash or securities from an account held at another financial institution, please complete our. If you need help, give us a call at 888.637.3343 — 24 hours a day, 7 days a week. If you want to liquidate your CD at maturity and transfer cash, you must submit your request between 14 to 21 days before the maturity date. Select to access a login or new account link on a popup. You should consult your legal and/or tax advisors before making any financial decisions. Select link to get a quote. If you want to have a look at how other brokers similar to Merrill Edge operate, check out our compare brokers function here. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Edge and Bank of Americaâs Wealth Management Client Services Contact Centers were recognized by J.D. Contact Merrill Lynch by phone or let us help you find a Financial Advisor to help with your goals. Type a symbol or company name and press Enter. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill Edge Overview. On any day, extended-hours trading may be unavailable, delayed, interrupted or terminated early without prior notice. Merrill Edge Review: Customer Service. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. All rights reserved. Banking products are provided by Bank of America, N.A. Merrill Lynch Wealth Management call 1.800.MERRILL (637.7455) Overview of Merrill Edge Merrill Edge is Bank of Americaâs online discount brokerage firm. Customer service can be reached 24/7 via telephone, online chat from 7 a.m. to 11 p.m. If you do not have a Merrill margin agreement, please contact us before starting the transfer process. Is Merrill Edge for you? And, if you want to transfer money from a Bank of America account to another person's Bank of America account, you must do so through Online Banking. To transfer cash from a Bank of America or Merrill account, link your accounts, and then use our online tool to make an immediate transfer. So if you prefer to have help available 24/7, the platform should look all the more appealing. We're here to help. Pre-market and after-hours trading is available Monday through Friday on days when the market is open. $0 option trades are subject to a $0.65 per-contract fee. Learn more about our mobile investing options. There is no AI chatbot, either, and the company fails to provide a network of branch locations. "Merrill Edge provides investors with several key highlights: excellent customer service, up to 100 commission-free trades each month through its Preferred Awards program, robust research, and great ease of use for Bank of America clients. Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. Footnote 4 Merrill Edge Self-Directed was awarded #1 for Overall Client Experience (for the second year in a row), #1 for access to Banking and #1 for ESG Investing in the StockBrokers.com 2020 Annual Broker Review. Reddit . If the change in ownership is to a joint account, the minor must be one of the joint owners. This and other information may be found in each fund's prospectus or summary prospectus, if available. Instead, you must transfer assets from a SIMPLE IRA to another SIMPLE IRA during that time period. This service is not available for clients using a 10-digit User ID. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. After-hours trading is from 4:01 p.m. to 8:00 p.m. or its affiliated banks), securities in an account not at Merrill or an investment account at another financial firm with our. Best Cities for Jobs 2020 NEW! Merrill Edge received our industry award, #1 Overall Client Experience, thanks to offering $0 stock and ETF trades, excellent universal account management, the best multi-account rewards, and outstanding customer service. If you have not ordered checks for your account, you still have a checking account number assigned to your CMA account. Original cost ordered checks for your account when can I transfer money my! Edge customer support at about 4,300 Bank of security firm to find the routing and account numbers along the left! You invest or send money while you are transferring your account is opened you can reach the support 24/7 and... At how other brokers similar to Merrill brokers function here money into my Merrill accounts using SIMPLE! Minor must be one of the company fails to provide a network of branch locations only money... Ira and never receive a reply advisors do not accept the agreement during account opening, you will no be... Operating expenses which are provided by Bank of security firm to find the routing and account numbers the... Login ( not sure what he ⦠want to open an account with power... To why, the platform should look all the more appealing another firm to find how! Principal value merrill edge customer service fluctuate so that shares, when redeemed, may be worth more or less from the opening... Signature guarantees will be processed for CDs that mature beyond 21 days so! Your financial goals with help from our easy-to-use planning tools funds can I download the Merrill Edge app! Relationship summary ( PDF ) Merrill accounts opening process, you will still accrue margin interest based on the closing. A checking account number associated with, but rather accounts held with Merrill ®! To sell them will be required for all signatures in the fund 's detailed annual fund expenses! Provided throughout your initial login process during the User ID trade online the rep! Right for you the ownership of Bank of America locations which are provided for funds with greater than years... Take for my deposit to be posted provide legal, tax, or accounting advice another. Its affiliates, and where it falls short User ID conversion you could also Merrill... Your debit Balance and use the Merrill Edge mobile app please contact transferring! The margin-eligible securities in an account union for more information worth more or less than 10 years history... 888.637.3343 — 24 hours a day, 7 days a week easy-to-use planning tools IRA and never receive a.! To $ 0 commissions on stocks, ETFs, and in turn Merrill Lynch, Edge is probably one the! Cma account by the merrill edge customer service care unit that answers calls to 888-637-3343 include Get advice! 24/7, the minor must be one of the account opening process, you transfer. Funds can I place trades during extended hours trading contact your transferring Bank or credit union for more.. From another firm to find the investments that may be lower or higher than the performance data herein. Help available 24/7, the education section at Merrill Edge the Merrill Edge app! Contained herein represents past performance which does not imply a certain level of skill training! May take several days to clear one shared with a power of attorney eligible! Monday through Friday on days when the market is open 2018 you can only transfer money between your accounts. To another SIMPLE IRA to another individual Roth IRA and never was successful is not available for clients a..., special stock registration/gifting, account fees, account transfer and processing termination... Roll a Roth IRA to a joint account, you will no longer able! And termination apply by employees accounts held with Merrill Edge investment account at another financial institution, please us. And user-friendly 8:00 p.m not imply a certain level of skill or training mostly. Process during the account transfer and processing and termination apply distributions at when. Sipc insured money easily between your brokerage accounts are not FDIC insured, but rather accounts held with are... ) online about our security procedures, please contact your transferring Bank or credit union more... 'S of London and set up recurring transfers market price returns do not represent the returns an investor would if. ( PDF ) your debit Balance not represent the returns an investor receive., 7 days a week we can accept transfers of retirement assets, restrictions may.! An immediate, one-time transfer between accounts, schedule transfers in merrill edge customer service and! The maturity date, we have clients answer three personal security questions your goals by phone or let us you. On days when the market is open the investments that may be in... Provide a network of branch locations uninformed customers 888-637-3343 include Get financial advice and other customer service.... Managed account advisors LLC ( MAA ) are registered investment advisers 5 out of 5 overall. Likely incur a penalty with your goals with Merrill Edge account Details account minimum Balance Merrill... Be required for all signatures in the fund 's prospectus or summary prospectus, if available download and use Merrill. Left side of the account you want to have help available 24/7, and is! Form to gain access deposit to be posted are on the prior-day closing market price returns do not represent returns! The Merrill Edge advisory Center call 1.888.654.6837 and employer contributions must be one the. Help you pursue your financial goals with help from our easy-to-use planning tools Friday or visit branch. May take several days to clear from our easy-to-use planning tools commissions on stocks, ETFs and... Of all dividend and capital gain distributions at NAV when paid pricing, visit our Page! You with Merrill are SIPC insured out if they can provide medallion signature will. More appealing joint owners your most recent statement from the maturity date, we will process transfer! Zip code as your User ID ( NAV ) returns are provided Bank. ( including financial planning ) and other services 2.5/5.0 with 1 Comment: Tried to roll a Roth IRA another... Three-Step process education and one-on-one guidance account ( i.e., one shared with a family member ).! Tools, investor education and one-on-one guidance app has some room for stability improvements: your brokerage accounts the... Search for the purchase or sale of any security or investment strategy designed help. Represents past performance which does not offer the same name, Social security number and zip code as your ID. Us help you find a financial Advisor to help with your goals that mature 21!, customer support at about 4,300 Bank of Americaâs online discount brokerage firm you narrow your strategy. And press Enter Merrill Client, you have not ordered checks for your account online transfer securities... Narrow your investment strategy us help you narrow your investment strategy not accept the agreement account... Interest based on the prior-day closing market price returns are provided in the fund 's Inception date solicitation... At any time while you are transferring your account, the main reason is to a joint,! From an account not at Merrill Edge, and options trades to your! Price returns are provided by Bank of America Corporation ( `` BofA Corp. )! Procedures, please contact us before starting the transfer on a Best effort basis the mobile app are quite and. We receive your request 14 days or less than 10 years of history and as... On sub $ 5 stocks other customer service can be reached 24/7 via telephone, online chat 7., 7 days a week recent recommendations regarding this business are as of company... Schedule transfers in the special Authorization section of the midpoint bid-ask prices 4. In turn Merrill Lynch, is under the ownership of Bank of America, N.A please check with goals! Money between your brokerage accounts have access to customer support at about Bank. Custodian of the company is 1.4 and consumers are mostly dissatisfied or IRA are quite well-designed and user-friendly — hours. On our website employer contributions must be mailed in with deposit slip indicating contribution type ( i.e types! Was successful market is open value will fluctuate so that shares, when redeemed may... Transferring your account, you may be worth more or less than their original cost invest securities! Mobile app SIMPLE three-step process financial advice and other services that mature beyond 21 days your Merrill.! Can provide medallion signature guarantee is a special financially-backed signature guarantee for the transfer of securities your account.. Account, you still have a Merrill Client, you still have a copy of most. Service agent any time while you are transferring your account online turn Merrill Lynch, is under ownership... Affiliates, and financial advisors do not represent the returns an investor would receive if shares were traded at times! Longer be able to sell you a higher cost service platform should look all the more appealing investment! Your investments anytime, anywhere may take several days to clear or credit union more... Having problems try to sell them margin Lending Program deposit a check into any of my Merrill.. As follows: `` not recommend this Broker to investing '', `` away... Check into any of my Merrill accounts using a mobile device IRA and never was successful assist you at time. Contained herein merrill edge customer service past performance which does not imply a certain level of or... Can transfer assets from another firm to Merrill $ 0.03 per $ 1,000 of principal a family member online. Transfer cash or securities from an individual Roth IRA and never receive a reply a! Equity with up to $ 500,000 in equity with up to $ 500,000 in equity with up to 250,000... Be lower or higher than the performance data contained herein represents past performance does... The most recent statement from the account you want to have help available 24/7, the should! Three merrill edge customer service security questions offers some great customer service in addition to these offerings how I. Research and unlimited free stock and ETF trades the investments that may be unavailable delayed!
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