The funds are also free of investments with alcohol, tobacco or firearms companies. Merrill Edge has several funds the company classifies as socially responsible, meaning they do not include investments in companies whose practices are environmentally harmful or in conflict with any religious beliefs. In addition to mutual funds, those with brokerage accounts can purchase stocks, ETFs and options. Merrill Edge offers many financial services, including professionally managed and self-managed brokerage accounts, retirement accounts, college savings, personal banking and more. Both those with Merrill Edge accounts and those with accounts at other firms can purchase Merrill Edge mutual funds. Merrill Edge offers a wide variety of financial services, including managing mutual funds. This has been an absolute pain in the **.īank of America bought Merrill Lynch in 2008, and Merrill Edge launched in 2010 to streamline services for existing Bank of America and Merrill Lynch brokerage customers. I wanted a simple, stress-free way of investing. They give instructions (which lead to nowhere blocked emails) and then have to push things up the chain to a supervisor at each step of the way.
The moral of this story is that ALL I AM DOING IS TRYING TO GIVE THEM MONEY and they cannot even open and verify an account within a reasonable time. I am told that the associate that worked on my account yesterday, did not send an email to a supervisor for review so it was not processed, but she is going to do it. I call customer service again and am shuffled around to two different agents who have both reviewed my file and the notes that are on it. I am told that this will be pushed to upper management but will be resolved in 24 hours. I call customer service again and the documents have been linked to my account, but the restriction has not been removed. I am told that the documents have been received, but they have not been linked to my account, but it should be finalized within 24 hours. I called customer service again on 23-FEB-19 and the agent told me that the email addresses that I had sent the documents to are incapable of receiving those documents as they would be blocked by a firewall. There are many companies that can handle these types of transactions and it's unfortunate that the folks at Merrill are so siloed, defensive and inept, I will never trust Merrill with my money. Their terrible bumbling customer service felt destabilizing and kind of traumatic. I work for a big company and understand things can get confused, but in this case - with the significance of their correct communication so high - and they literally told me my money was never there - and it was the whole time. Things should be fine by the end of the week but I will never forget the terrible sense of incompetence that came thru via correspondence with these folks. I called back to see about figuring this out with another or hopefully fresh group of reps on a new call and they were able to locate the funds.
The last woman kept saying she couldn't hear me but she took my information then then hung up on me. I was crying, this was upsetting and they were sincerely condescending in responding to me. After 2 hours on the phone today where I was spoken to so incredibly rudely by a string of folks who were telling me my money wasn't there and there was no record of it.
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