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  • Client Account Transfer Form - Merrill Lynch

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DTC5198 ACAT0161 Client Account Transfer Form Use this form to transfer all or a portion of your account from anotherfinancialinstitutiontoyourMerrillLynch,Pierce,Fenner & Smith Incorporated account.

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To transfer cash or securities from an account held at another financial institution, please complete our Funds Transfer Service form (PDF). When that process is completed, you will be able to see that account in our online tool and will be able to transfer funds and set up one-time and recurring deposits.

The withdrawal process is usually executed within >3 days. Merrill Edge is a reliable broker, regulated by at least one top-tier regulator.

The Funds Transfer Service gives you the means to move money between enrolled accounts by contacting your branch office or you may utilize self service capabilities within MyMerrillâ„¢ and 1.800. MERRILL (1.800. 637.7455). Requests made through MyMerrillâ„¢ and 1.800.

Unlike loans, withdrawals do not have to be paid back, but if you withdraw from your 401(k) account before age 59½, a 10% early withdrawal additional tax may apply, and you may jeopardize your financial security in retirement.

Deposited funds typically post to the account within two days of receipt, but can be held from investment and withdrawal for up to eight days .

Within a few days from a linked account at another financial institution. Wire funds electronically from another financial institution.

No annual, inactivity or transfer/closing fees for brokerage accounts; $49.95 full outgoing account transfer fee for retirement accounts.

Transfers Recipient accountFund AvailabilityDeposit accounts (checking, savings, money market accounts)All transfers are credited immediately. When will it show in my transaction history? layerMerrill Lynch, Pierce, Fenner & Smith investment accounts4:45 p.m. ET on a bank business day for same-day credit.1 more row

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232