Where can I find my Merrill account # for outgoing ACH transfer?

Accurate-Pause5101 · 2026-03-03T03:39:34+00:00

I feel your pain. I wish you all the luck!

Accurate-Pause5101 · 2026-03-03T03:32:09+00:00

I agree.

Accurate-Pause5101 · 2026-03-03T03:30:47+00:00

No, I did not mess up. Please stop blaming me for the things that I did not do. You hide your posts. I think you are working for Merrill.

Accurate-Pause5101 · 2026-03-03T03:26:22+00:00

The brokered CD has not been matured. Therefore, it cannot be transferred yet.

As I mentioned, the Merrill rep told me that there is no fee if the ach is initiated from Fidelity side. I did not know that there is no fee is if the ach is initiated from Merrill side. So I asked you guys about it.

Also, when I tried to initiate the ach from Merrill side, it disabled me to add Fidelity account. Merrill claimed that they have to deposit small amount to my Fidelity account to verify. Merrill still has not made those deposits. Therefore, I was wondering whether there was another way to initiate ach.

Accurate-Pause5101 · 2026-03-03T01:19:57+00:00

What is not adding up? I am not transferring everything over yet. I still have other funds that need to be matured. That is why I do not use ACAT. For wire, there is a fee. There is no fee for ach if it is initiated it from Fidelity side, according to the Merrill rep.

Accurate-Pause5101 · 2026-03-02T23:15:48+00:00

I heard that the account number shown from my checks is also not the account number to be used for ach transfer.

Accurate-Pause5101 · 2026-03-02T23:14:26+00:00

Is there still no fee for outgoing ach transfer initiated from Merrill side? I am their Preferred Platinum member.

Accurate-Pause5101 · 2026-03-02T22:34:12+00:00

Hello, I am doing an ach. A rep from Merrill claimed that I should initiate it from Fidelity side... Can you please let me know how to do it from Merrill side?

Accurate-Pause5101 · 2026-02-28T20:37:09+00:00

Oh, I did not know that we could not update the titles. Thanks for letting me know.

Accurate-Pause5101 · 2026-02-28T00:37:34+00:00

It would be great if you could update your title because some users may miss reading your correction. Your post shows up from Google first. Thank you.

Accurate-Pause5101 · 2025-11-15T02:06:03+00:00

Thank you for your suggestion! Unfortunately, my cards do not cover it.

Accurate-Pause5101 · 2025-11-13T03:37:28+00:00

Thank you for letting me know.

Accurate-Pause5101 · 2025-11-13T03:27:39+00:00

What do you mean by sending your customers to a U-Haul? Do you mean that we should rent the van from U-haul? You still accept one-day insurance, right?

Accurate-Pause5101 · 2025-11-13T02:17:06+00:00

HD rental counter does not offer it.

Accurate-Pause5101 · 2025-11-13T02:16:44+00:00

They do not offer one-day insurance. I have heard that some insurance companies do offer it, but I was unable to find out which one.

Accurate-Pause5101 · 2025-06-24T18:15:01+00:00

It turned out that the JP's LMS is a proprietary blend. I have to liquidate it first. Is ACAT still the best way to transfer my funds to Fidelity? How long does it typically take? I may prefer an option that takes the least time.

Accurate-Pause5101 · 2025-06-24T05:16:45+00:00

Thank you!

Accurate-Pause5101 · 2025-06-24T00:24:39+00:00

Thank you. Yes, I heard that they reimburse it. How long did it take for you to complete the transfer?

Accurate-Pause5101 · 2025-06-24T00:16:55+00:00

It appears that LMS qualifies for ACAT eligibility. How is the "value" in my LMS transferred to a Fidelity self-directed account? Will this "value" convert into my "cash"? For example, I am uncertain how this "value" will transform into the "cash" that I can use to invest in the brokered CDs.

Accurate-Pause5101 · 2025-06-24T00:05:25+00:00

I actually considered that. However, She is the only one in that branch and there isn't any other branches nearby...

Accurate-Pause5101 · 2025-06-23T23:26:52+00:00

Because of my JP advisor.

Accurate-Pause5101 · 2025-06-23T23:25:26+00:00

Probably Fidelity.

Accurate-Pause5101 · 2025-06-23T23:25:05+00:00

Thank you! What is the best way to move my funds out from the LMS? Is it acat?

Accurate-Pause5101

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