CB Investment, Insurance and Financial Merrill Lynch Life support

Merrill Lynch review: Life support

micheal epperson of Collierville, US

Sep 09, 2023 3:13 pm EDT

Verified customer

Featured review

My son who is a minor and I are 2 of 6 beneficiaries on a TOD account. I have been trying to get mine and his percentage transferred to our Merrill Lynch account. We opened one because we were told it would make the transfer simpler. 1month ago I started the process and I am still waiting. The first round of excuses was my paperwork wasn’t correct. After 3 attempts they accepted mine and my sons and said it would be 2-3 business days until the transfer. I wrote a check for a down payment on a house and ask the realtor to hold it for a week while the funds were being transferred. 10 business days go by and no transfer or call or email. I call and they said there was one beneficiary they haven’t counseled yet. They were referring to my son who is a minor. Someone is not paying attention at Merrill. For 10 days I waited only to call and find this out. Ok they said 2-3 business days until the transfer. 7 days pass and again there is no transfer and no communication. So I called again and this time they tell me they are having trouble with one of the other beneficiaries account they instructed their percentage to go to. They said they had to transfer every beneficiaries percentage at one time. So again I’m told 2-3 business days. 5 days now and nothing. We lost the house. Will we need to take legal action to get our money?

0 comments

Add a comment

Merrill Lynch - stupidity 20

Resolved

Merrill Lynch - office disbursement account merrill, lynch pierce fenner & smith 1

Merrill Lynch - poor customer service 2

Resolved

Merrill Lynch - small customers are unable to speak to a human for service 1

Merrill Lynch - ruined my account 1

Resolved

Merrill Lynch - Fraud account ala wells fargo

Merrill Lynch - customer service 1

Merrill Lynch - 2018 tax documentation

Merrill Lynch - retirement accounts

Merrill Lynch - Check disbursement

View all Merrill Lynch reviews and complaints

Merrill Lynch Contacts

Merrill Lynch phone numbers

+1 (800) 637-7455

Click up if you have successfully reached Merrill Lynch by calling +1 (800) 637-7455 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (800) 637-7455 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (800) 637-7455 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (800) 637-7455 phone number

Customer Service, USA

+1 (866) 706-8321

Click up if you have successfully reached Merrill Lynch by calling +1 (866) 706-8321 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (866) 706-8321 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (866) 706-8321 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (866) 706-8321 phone number

Find An Advisor, USA

+1 (866) 820-1492

Click up if you have successfully reached Merrill Lynch by calling +1 (866) 820-1492 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (866) 820-1492 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (866) 820-1492 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (866) 820-1492 phone number

Stock Options, USA

+1 (305) 416-6600

Click up if you have successfully reached Merrill Lynch by calling +1 (305) 416-6600 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (305) 416-6600 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (305) 416-6600 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (305) 416-6600 phone number

Regional Headquarters for Latin America, USA

+61 396 592 222

Click up if you have successfully reached Merrill Lynch by calling +61 396 592 222 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +61 396 592 222 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +61 396 592 222 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +61 396 592 222 phone number

Melbourne, Australia

+61 894 887 500

Click up if you have successfully reached Merrill Lynch by calling +61 894 887 500 phone number 1 1 users reported that they have successfully reached Merrill Lynch by calling +61 894 887 500 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +61 894 887 500 phone number 1 1 users reported that they have UNsuccessfully reached Merrill Lynch by calling +61 894 887 500 phone number

Perth, Australia

+61 292 256 500

Click up if you have successfully reached Merrill Lynch by calling +61 292 256 500 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +61 292 256 500 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +61 292 256 500 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +61 292 256 500 phone number

Sydney, Australia

+1 (403) 231-7300

Click up if you have successfully reached Merrill Lynch by calling +1 (403) 231-7300 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (403) 231-7300 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (403) 231-7300 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (403) 231-7300 phone number

Calgary, Canada

+1 (514) 846-1050

Click up if you have successfully reached Merrill Lynch by calling +1 (514) 846-1050 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (514) 846-1050 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (514) 846-1050 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (514) 846-1050 phone number

Montreal, Canada

+1 (416) 369-7400

Click up if you have successfully reached Merrill Lynch by calling +1 (416) 369-7400 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (416) 369-7400 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (416) 369-7400 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (416) 369-7400 phone number

Toronto, Canada

+1 (604) 691-7252

Click up if you have successfully reached Merrill Lynch by calling +1 (604) 691-7252 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (604) 691-7252 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (604) 691-7252 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (604) 691-7252 phone number

Vancouver, Canada

+44 207 628 1000

Click up if you have successfully reached Merrill Lynch by calling +44 207 628 1000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +44 207 628 1000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +44 207 628 1000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +44 207 628 1000 phone number

United Kingdom

+33 153 655 555

Click up if you have successfully reached Merrill Lynch by calling +33 153 655 555 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +33 153 655 555 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +33 153 655 555 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +33 153 655 555 phone number

France

+49 695 8990

Click up if you have successfully reached Merrill Lynch by calling +49 695 8990 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +49 695 8990 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +49 695 8990 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +49 695 8990 phone number

Germany

+353 12 438 500

Click up if you have successfully reached Merrill Lynch by calling +353 12 438 500 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +353 12 438 500 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +353 12 438 500 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +353 12 438 500 phone number

Ireland

+39 265 5301

Click up if you have successfully reached Merrill Lynch by calling +39 265 5301 phone number 1 1 users reported that they have successfully reached Merrill Lynch by calling +39 265 5301 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +39 265 5301 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +39 265 5301 phone number

100%
Confidence score

Italy

+48 226 306 219

Click up if you have successfully reached Merrill Lynch by calling +48 226 306 219 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +48 226 306 219 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +48 226 306 219 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +48 226 306 219 phone number

Poland

+351 213 512 350

Click up if you have successfully reached Merrill Lynch by calling +351 213 512 350 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +351 213 512 350 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +351 213 512 350 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +351 213 512 350 phone number

Portugal

+7 495 662 6000

Click up if you have successfully reached Merrill Lynch by calling +7 495 662 6000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +7 495 662 6000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +7 495 662 6000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +7 495 662 6000 phone number

Russia

+34 915 143 000

Click up if you have successfully reached Merrill Lynch by calling +34 915 143 000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +34 915 143 000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +34 915 143 000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +34 915 143 000 phone number

Spain

+41 442 977 400

Click up if you have successfully reached Merrill Lynch by calling +41 442 977 400 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +41 442 977 400 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +41 442 977 400 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +41 442 977 400 phone number

Switzerland

+90 212 319 9500

Click up if you have successfully reached Merrill Lynch by calling +90 212 319 9500 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +90 212 319 9500 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +90 212 319 9500 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +90 212 319 9500 phone number

Turkey

+1 (345) 814-6405

Click up if you have successfully reached Merrill Lynch by calling +1 (345) 814-6405 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +1 (345) 814-6405 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +1 (345) 814-6405 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +1 (345) 814-6405 phone number

Cayman Islands

+86 106 505 0290

Click up if you have successfully reached Merrill Lynch by calling +86 106 505 0290 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +86 106 505 0290 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +86 106 505 0290 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +86 106 505 0290 phone number

Beijing, China

+86 216 132 4888

Click up if you have successfully reached Merrill Lynch by calling +86 216 132 4888 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +86 216 132 4888 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +86 216 132 4888 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +86 216 132 4888 phone number

Shanghai, China

+852 35 088 888

Click up if you have successfully reached Merrill Lynch by calling +852 35 088 888 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +852 35 088 888 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +852 35 088 888 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +852 35 088 888 phone number

Hong Kong

+91 226 632 8000

Click up if you have successfully reached Merrill Lynch by calling +91 226 632 8000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +91 226 632 8000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +91 226 632 8000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +91 226 632 8000 phone number

India

+972 36 072 000

Click up if you have successfully reached Merrill Lynch by calling +972 36 072 000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +972 36 072 000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +972 36 072 000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +972 36 072 000 phone number

Israel

+81 362 257 000

Click up if you have successfully reached Merrill Lynch by calling +81 362 257 000 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +81 362 257 000 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +81 362 257 000 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +81 362 257 000 phone number

Japan

+966 12 993 750

Click up if you have successfully reached Merrill Lynch by calling +966 12 993 750 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +966 12 993 750 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +966 12 993 750 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +966 12 993 750 phone number

Saudi Arabia

+971 44 258 200

Click up if you have successfully reached Merrill Lynch by calling +971 44 258 200 phone number 0 0 users reported that they have successfully reached Merrill Lynch by calling +971 44 258 200 phone number Click down if you have unsuccessfully reached Merrill Lynch by calling +971 44 258 200 phone number 0 0 users reported that they have UNsuccessfully reached Merrill Lynch by calling +971 44 258 200 phone number

UAE

More phone numbers

Merrill Lynch address

4 World Financial Center, 250 Vesey Street, New York, New York, 10080, United States

Merrill Lynch social media
Checked and verified by Janet This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more

Oct 08, 2025
View all Merrill Lynch contacts