Menu
For Business Write a review File a complaint
Merrill Lynch

Merrill Lynch review: 401K Plan

J
Author of the review
3:34 pm EDT
Verified customer The reviewer confirmed their account using Google. Learn more
Featured review
This review was chosen algorithmically as the most valued customer feedback.

I wanted to roll-over my 401K plan into an IRA. When I tried to do so, I was told there was a "hold" on my account, which prevented them from processing a roll-over. I had never gotten any prior indication from Merrill that there was a hold on my account. They gave me a number to call for Morneau-Shepell (a law firm?) to explain the hold. I called Morneau and they had no record of a hold. So, I called Merrill back with a reference number from Morneau-Shepell saying they had no record of a hold. Still, Merrill would not release the hold nor could they explain why it was there in the first place. I was told they would need to research it and get back to me in 2-3 days. This is crazy. They are holding my money without any explanation why, and I need to wait for them to figure that out. I get all sorts of useless stuff on my 401K, but the fact that I no longer control my own account does not qualify for any disclosure to me. At best, it is terrible customer service. At worst, it seems criminal.

Desired outcome: I just want the "hold" on my account released. At the very least, they owe me an explanation of why it is being put on hold and that should not take 2-3 days to figure out.

0 comments
Add a comment
  1. Merrill Lynch Contacts

  2. Merrill Lynch phone numbers
    +1 (800) 637-7455
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
    +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
  3. Merrill Lynch address
    4 World Financial Center, 250 Vesey Street, New York, New York, 10080, United States
  4. Merrill Lynch social media
  5. Janet
    Checked and verified by Janet This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    Oct 29, 2024