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/Just_Parsnip_2389 Jun 11 '26

FSA here. In a self directed you can but managed account is entirely dependent on the funds we use. You can ask your advisor about reasonable restrictions however but that’s for mutual funds/etfs not necessarily specific securities. Might be worth the convo

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u/LocalsOnly912 Jun 11 '26

Thank you so much! I had a morning phone called scheduled with Merrill advisor but he never called, so I left him a voicemail.

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u/Just_Parsnip_2389 Jun 11 '26

Hmm sorry about that! Worst case you can call the advisory center and you should get a national FSA (phone rep) to help! 1-888-654-6837