https://retirementplanningscottsdale.com/2019/03/05/anil-vazirani-shares-a-merrill-edge-client-lawsuit-including-bofa-that-targets-cross-sellling-strategies/ Anil Vazirani shares a Merrill Edge client lawsuit, to include BofA, that targets cross-sellling strategies
According to an article in On Wall Street on Feb 27, 2019, Peter Bakalis, a Merrill Edge client alleges he was promised a lower mortgage rate if he deposited at least $500,000 into a Merrill Edge account. he said he was denied the lower mortgage rate three times, even after he transferred the money. In addition, Bakalis claims that Merrill Edge made unauthorized trades on his account.
Read more here: https://onwallstreet.financial-planning.com/news/merrill-edge-and-bofa-accused-of-breach-of-contract-by-client-peter-bakalis
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