Merrill Edge, Bank of America Corporation

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Category: Business & Finances

Contact Information
United States

Phone number: 1-888-654-6837

Merrill Edge, Bank of America Corporation Reviews

Christine Dooley Fay January 26, 2011
The entire company
My mother passed away on October 1, 2008 and I am a trustee. On January 14, 2011, I contacted Merrill Edge to sell mutual funds. I was told it would be 3 business days for the sale making the sale January 20. I have been waiting for the check from the sale. I called today to check on the status only to be told I can't have the funds. Work was authorized on my parents house based on this sale. I have yo pay for these repairs in 2 days (Friday).The account reads Rita A Dooley DCSD TTEE. They know my mother is deceased. They have a copy of the trust agreement and death certificate, but they still have my mother listed as Trustee. They even told me that I should not have been able to sell the mutual funds but I did!!! I need the funds to pay for the house repairs but while one financial advisor is helping me with the mutual funds sale the disbursement and legal departments will not release the funds. Does the left hand know what the right hand is doing? Any employee of Merrill Edge has access to my mother's trust account records (and these records should be the same for whomever accesses them). Why are different employees allowing one thing while other employees are refusing to assit me with the disbursement?

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