Moving account from Merrill to Vanguard

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dbrbluv
Posts: 2
Joined: Fri Oct 05, 2018 5:08 pm

Moving account from Merrill to Vanguard

Post by dbrbluv » Fri Oct 05, 2018 5:10 pm

Hello,

I am moving our taxable account and 2 Roth IRAs from Merrill Lynch to Vanguard. We currently have a Loan Management Account (LMA) (a low interest rate credit facility) with Merrill and our taxable account serves as security for it. The balance on the LMA is zero. Does anyone know if we will have issues transferring the taxable account since the the taxable account secures the LMA.

Any help would be greatly appreciated.

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