Client Account Transfer Form - Merrill
account from a bank that holds a certificate of deposit, complete the “certificate of deposit at bank” section on page 3. Otherwise, skip to part 4. 3. Transfer my entire account after liquidating the assets listed on page 3: Use the sections on page 3 to list the assets you want to liquidate before your account is transferred to Merrill.
Download Client Account Transfer Form - Merrill
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