During the last week in January a Merrill Edge representative spent several hours helpi...

GetHuman2216747's customer service issue with Merrill Lynch from February 2019

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The issue in GetHuman2216747's own words
During the last week in January a Merrill Edge representative spent several hours helping me set up, or convert a revocable trust account, into an irrevocable trust account (*************). The computer system couldn't immediately rename the account the "Leonora S. Courtland Irrevocable Trust." It kept the word "Revocable." The representative was going to wait a few days to make sure that the name change had officially gone through before ordering the checks and credit*debit card. He's out of the office until Tuesday. Did the name get changed and have the checks, etc. been ordered?
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Merrill Lynch

Customer service issue
Reported by GetHuman2216747
Feb 15th, 2019 - 8 mons ago
I have an issue with Merrill Lynch too
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Seen by 6 customers so far
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GetHuman2216747 started working on this issue
Feb 15th 8:21pm