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Kristina M.

Contributor Level

Total Points
82

1 Review by Kristina

  • Merrill Edge

3/15/23

I cashed out an $1800 rollover account after losing my job. Minnesota state Unemployment is requiring a letter from the institution that sent me the money including how it was accumulated. This letter is required for unemployment benefits. I have spoken with 8 people and it's as though I've never called before each time even though they say they are taking notes. The first time I was told to expect the letter; after not hearing anything I called back to find out that no, they will not send a letter. I say ok - put that in writing, that you won't give me the info - they are saying no. I keep getting transferred, told that i reached the wrong department then given same number I dialed. The representatives are nice, but in a creepy Orwellian way where you're just getting the same wrong information again and again, like they're just making it up. Nobody should be okay with providing this service. Even verifying myself can be totally different based on who picks up. This massive conglomerate is refusing to give me information only they have that I need for unemployment, and I am starting to think they don't have the information. They are comfortable saying no verbally but refuse to put that in writing. This massive conglomerate brokerage doesn't have the capacity to be handling retirement accounts. Be a trader or a retirement account place because you suck at doing both merrill.

Tip for consumers:
RUN.

Products used:
Rollover retirement

Kristina Has Earned 2 Votes

Kristina M.'s review of Merrill Edge earned 2 Very Helpful votes

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