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Anybody here worked for Merrill Lynch? Have a question...j
If I have an account that I deal with an agent/broker in Georgia, can I contact an office in say Texas and obtain copies of my entire account; i.e., monthly/quarterly statements, balances, disbursements, shareholder agreements, etc? Will they have such documents scanned into their computer system? Or do I have to go to my representative in Georgia to get documents I have signed?
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PM JackMan -- he used to work for ML.
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My twin brother is an ML partner - my accounts are in Connecticut. I often use the Dallas office. Also - everything is available on-line.
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