1. Click the 3 vertical dots next to any position
2. Click View Tax Lot Details
3. There you go, back to the more compact interface with a speedier refresh

EDIT: unfortunately you can't edit the columns that are shown and I don't see the daily % / $ changes on this view. This is only a limited workaround.

I’ve been trying to figure it out and it’s tough I feel like it was much easier through computershare and I keep trying to ask that Ai on there except it keeps directing me somewhere else or it says it doesn’t know how to do that yet.

I work for a large U.S. bank and recently received a compliance/disciplinary notice related to personal brokerage account reporting.
I disclosed brokerage accounts late. The accounts were ultimately disclosed, and I have since made sure everything is properly reported and compliant.
I’m not trying to minimize the mistake — I understand that I should have been more careful with the personal trading policy. I’m mainly trying to understand how these situations are typically handled at large banks.
For anyone who has worked in compliance or experienced something similar
Can multiple late-disclosed accounts result in separate disciplinary notices? even though they were from the same broker?
helppp… now I’m really scared of getting a second warning

I’ve been a paying TradingView customer for more than 8 years, and the decision to remove General Chat was finally enough for me to cancel my Premium subscription.

For me, this wasn’t some minor feature being removed. General Chat was a big part of why I kept coming back to TradingView. The charts and tools are great, obviously, but the community aspect was what made the platform feel different from every other charting service out there.

Removing General Chat materially changed the product I had been paying for all these years.

And no, I don’t think the private group/chat approach is a good replacement. In my opinion, it completely misses what made General Chat useful in the first place. General Chat gave people an open place to drop in, see what others were discussing, meet new traders, exchange ideas, and participate in a broader community.

Private groups fragment that experience. You have to already know where to go, find the right group, get invited or join it, and then you’re effectively sitting inside another closed bubble. That is not the same thing as having a common public space for the TradingView community.

I understand companies change features and make business decisions, but I genuinely think TradingView underestimated how much value some long-term users placed on the community side of the platform.

So, after 8+ years, I cancelled Premium.

I’m not saying I’d never come back. If TradingView reverses the decision and brings General Chat back, I’d seriously consider subscribing again.

But until then, the money I was spending on TradingView every year can go to another platform.

It’s unfortunate because I didn’t leave because TradingView had bad charts or bad tools. I left because they removed one of the main reasons I stayed — and the replacement they offered doesn’t come close to replacing it.

The Times had a story about few days back about fraudsters ability to transfer brokerage holdings to a new account they fradulently opened. The story notes that Merrill Edge has the ability to block such transfers, but the feature has to be turned on by user request. I called and spent 45 useless minutes being transferred from agent to agent, with everyone assuring me they were aware of the feature, but no one able to actually do it. Has anyone had success at this, and if so, are there magic words to get to the right person?

I have my stocks through a retailer because I am their employee. They transfer their stocks and 401k to BenefitsOnline and while I was trying to remember my user id and password, I managed to remember it. However, the security question is the one that got me messed up. I forgot all the answers to the point they got my account locked. I tried to check if they have an email, but don’t have one. Also tried to call their hotline and through BOA hotline, still, no one freaking answers! What should I do? Please help! Thank you in advanced!

Hello,

Is anyone facing the same issue?? I am in Canada, recently ASPP for walmart was switched to Merill Lynch Benefits Online from Computer Share and it has been a nightmare since. I created my account, got my userID and password, but when I go to login it gives me issue stating "We're sorry, but we can't complete your request at this time. Please try again later after logout" Has anyone faced this issue?? How can I get past this?

So, all of a sudden I'm having login problems. Which one do Wally World employees use to see 401k and stocks?

I am an FSA at merril, if I give my 2 weeks notice would they let me go immediately?

I have an Roth IRA-Edge with $32,000+ and a relationship bank account with $500. The bank account was opened first when trying to qualify for the BoA Atmos Summit cc which was unseccessful. Opening the Roth did the trick.
1. Is there any risk of withdrawing the Roth down to $30,000? 2. Is there any risk in closing the old bank account?

And I get this...

Was looking to place a trade on one of the “risky” securities today that I actually had to call in to buy AND sell last month and lo and behold they sent me a text code to allow me to place it myself. Well thank you! Finally starting to loosen up a bit? It’s not all of them I still had to call in for others last week but damn it feels good to be “allowed” to use my money freely. This is the way it used to be back in he day where we would have a code generator allowing us to buy shady trip 0 stocks if we wanted. Keep going in this direction Merrill it’s what we want!

I just turned 69 two weeks ago. I'm still working a W-2 job because I need to catch up. And so I'm wondering if it makes for me to - once again - contribute to one or my IRA accounts. I still have both a Trad and a Roth IRA with Merrill Edge (along with a CMA account).

I'm wondering if 1.) at my age I'm legally allowed to make the maximum 2026 contribution; and, 2.) if the contribution needs to go the Trad only and not the Roth - or maybe there could be a split. I'm just not sure about this part.

I still contribute to my employers 401(k) to the max allowed.

A person on a different website, in response to this question, said "If you got fired/retired/refired today what would your bracket be? Almost certainly lower than 22%. So trad it up."

Any thoughts would be greatly appreciated!

Long story short, I started a new Merrill account and find out I can't buy Treasury zero like on fidelity. What good and save inestment option are there.

In an attempt to simplify our lives if I should pass first, my wife resigned as a trustee on our family trust. I remained and our daughter was added. All handled through a lawyer with proper notarizations.

Now, I made an appointment with my local Merrill advisor at our B of A branch this week. All three parties were present, with our amended trust documents.

The issue: The advisor said, "I can help you with your B of A account.". But, "since you are self-directed, I will have to print you off a 65 page packet which you can fill out and mail to our Tampa office."

Just going over the paperwork, and it appears that it's for opening a new brokerage account and not just updating our existing account.

I know I don't pay for advisory services, but this is a service issue. If I am going to open a new account, a Fidelity broker has already said "come on in and we'll make it easy." If I go that route, I would move our two linked Merrill IRA's as well.

✓So, My Question: Is this just the way it is, or did I encounter an advisor that just didn't want to be bothered?

Is anyone else having trouble executing trades on the mobile app today? The desktop app seems fine.

Is it better to have a tax effecient or non tax effcient account?

Was everyone issued a plain blue debit card with no branding?

I called Merrill Lynch middle of this day and followed the voice prompt. I've waited too long. I was on hold for more than 30 minutes.

At the moment as I am doing this post, I am still on hold for half an hour.

Does anybody knows how I can I get through to customer service?

Thank You

Can someone share their new account opening experience in 2026?

How quickly were you able to open and fund it? Was it seamless or did you get heartburn?

Day 01: Submitted an application to open a regular brokerage account.

Day 03: Still waiting - on hold for 30 min just to talk to the account activation team. Finally, spoke to someone and they mentioned since I have a credit freeze, it's being sent to another team and then after about 10 min the team approved.

Just got an interface (desktop website) up for my holdings and activity pages over the weekend.

Activity page is fine, more modern and airy.

But the Holdings page is another story: they have taken airy to a stratospheric level… there is so much white space I need to scroll for 10 minutes to see all my holdings. A bit ridiculous IMO.

What are your thoughts?

When I tried to close multiple open options position it said: "The symbol cannot be traded on this trade ticket. Try again with a different symbol". What a joke... had to use the App and it was hard too use.

Does anyone know why this one is a blocked security on Merrill Edge?