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Account holder name, Billing address, Date of birth, and Last 4 digits of Social Security Number
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?
GetHuman2216747 did not yet indicate what Merrill Lynch should do to make this right.
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