Ok, so I checked the fees. Merrill charges $49.95 for a full account transfer but no fee for a partial. This was a partial, as I am leaving about $10,000 of assets in the account. We keep about $10000 in checking and this $10000 would give us $20000 so we would keep our BofA preferred status.I don't know if this is your issue, but Merrill cancelled an outbound account transfer on me recently because the account was all invested and there wasn't enough cash to cover the $49 transfer fee.
Statistics: Posted by GaryA505 — Wed Jun 12, 2024 5:57 am