merrill edge direct connect

Unknown
Unknown Member
edited December 2018 in Investing (Mac)
Quicken Mac Premier 18... who knows how to direct connect Merrill Edge? When trying to add a new brokerage account, there's only Merrill Lynch, which doesn't work for my Edge acct. Or... do I use B of A, since the acct is linked there? My attempt didn't work for that, either.

Comments

  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    edited December 2018
    Hi @ BV ,

    What are you trying to Add?

    From Merrill Edge Login Page:
    Merrill Edge®
    available through Merrill Lynch, Pierce, Fenner & Smith Incorporated
    ("MLPF&S"), consists of Merrill Edge Advisory Center (investment
    guidance) or self-directed online investing.

    Since you have Quicken Mac Premier, you should have access to Quicken Premium Support.

    Login into your Account at: https://www.quicken.com/ .

    Get the Premium Support Phone Number and call them tomorrow, today Labor Day, they are closed.

    thecreator - User of Quicken Subscription R36.23  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19043.1288
                       Windows 11 Pro 64-Bit Build 22000.194
    also            Windows 10 Pro 64-Bit Build 19043.1288

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Unknown
    Unknown Member
    edited September 2018
    Yeah, tomorrow. But I was hoping to solve this today, Labor Day. I know Quicken really well. But when adding a brokerage account, then selecting bank, nothing comes up for Merrill Edge. Only three different Merrill Lynches. 
  • Unknown
    Unknown Member
    edited September 2018
    I got it. Selected Merrill Lynch in drop down menu. Maybe it took a while since the acct. is new. 
    Solved.
  • Rick Gumpertz
    Rick Gumpertz Member ✭✭✭
    edited September 2018
    In my QW 2016 the FI is Merrill Lynch Investments,
  • I have Quicken 2017. It is a Security Issue.

    Upon 1st attempt to connect with Direct Connect using Merrill Lynch Investments. It declined my set up.

    However, when I logged on to my Merrill Edge Account Online I had a Security Message asking did I want to allow Direct Connect with Quicken. Once I clicked yes, it gave me these instructions:

    Here's your next steps:

    Go back to Quicken and connect to "Merrill Lynch Investments".
    You should be able to view your accounts and download your data.
    You have 10 minutes to connect from Quicken.

    Once your connection is confirmed, we won't show this message again.

    The accounts set up fine. I hope this helps.