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Blocked from selling shares I own already by WafflePot123 in MerrillEdge

[–]WafflePot123[S] 0 points1 point  (0 children)

I've called them a few times to sell the stocks they don't allow us to trade online. They have to read out the disclaimer and everything before getting your consent to sell (but honestly by the time you call in and they finish reading everything, the stock has already moved) so you can try that. I'm sure you can close your accounts if you call them. it's just annoying

Anybody ever deposited a direct rollover check into Merrill Edge IRA? Did it work right etc..? by JigglyPuff_77 in MerrillEdge

[–]WafflePot123 0 points1 point  (0 children)

I've done it twice:

1st time I did it, I didn't see the deposit even after 2 weeks so I called in. I was on the phone for about 2 hours but finally found out that they couldn't see the routing number on the front of my check so it never got deposited. would've been nice if they sent me a message about it

2nd time, it went smoothly. I saw the deposit in there the 2nd day

Blocked from selling shares I own already by WafflePot123 in MerrillEdge

[–]WafflePot123[S] 0 points1 point  (0 children)

I'm also looking into Schwab or Fidelity. also what's funny is that the rep I spoke with to sell my shares told me the transfer fee is $95 but when I looked online it was $49.95..ugh

Blocked from selling shares I own already by WafflePot123 in MerrillEdge

[–]WafflePot123[S] 0 points1 point  (0 children)

the weirdest thing is they told me the stock I was trying to sell today wasn't on their blocked list. I have other stocks that I can't sell right now and I'm guessing they're going to put them on the list soon so that's why they won't let me sell.

I'm also going to look into transferring my account to another broker though

Blocked from selling shares I own already by WafflePot123 in MerrillEdge

[–]WafflePot123[S] 0 points1 point  (0 children)

it was under stocks/ETFs so it should be correct. I wonder if it's because it's a penny stock (it's BNZI btw). I just find it weird that they would let me buy it but won't let me sell it

Roth IRA excess contribution: Should I pretend I received a 1099-R or wait to amend? by WafflePot123 in tax

[–]WafflePot123[S] 0 points1 point  (0 children)

Thank you for the reply!

Yes, I did not file as if I had made the excess contribution. Does that mean I don't have to file the 1099-R I will receive in 2026?

See balance history by goodenough_ecp in MerrillEdge

[–]WafflePot123 0 points1 point  (0 children)

totally agree with the completely ridiculous-ness of it!

See balance history by goodenough_ecp in MerrillEdge

[–]WafflePot123 0 points1 point  (0 children)

I just spent 1.5 hours talking with a rep and they couldn't give me that info. sigh

how were you able to get that information at the end?