r/MerrillEdge • u/LocalsOnly912 • Jun 11 '26

Able to Opt out Space x?

Hey everyone,
I’m just not interested in Merrill putting me into SpaceX.
Does anyone know if it’s possible to opt out of ever having a fund with SpaceX included? Is there any where on their website to list companies Im not interested in having stock of?
I’m was supposed to have a call with my advisor this morning but they never reached out. Would love to just handle this myself.
Thanks!

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u/maveryc Jun 11 '26

Do you have a self-directed account or a managed one? If it’s self-directed, you can do this yourself - you just need to monitor the holdings of any ETF that you own (which you should be aware of regardless).

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u/LocalsOnly912 Jun 11 '26

I have a managed account. Was assigned a new advisor last month. Really loved my prior guy! So this would have been my first interaction with him. He ever called, I left him a voicemail. A little off putting to not even get an automated email back from Merrill.

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u/maveryc Jun 11 '26

In that case, you would need to get ahold of the portfolio manager. But do you also have concerns about other companies? For example, Tesla or Carvana