Adding Merrill investment account from BOA account to Quicken

How do I add Bank of America Merrill investment account to Quicken?

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Select "Merrill Lynch Investments" as the bank (not BoA) when creating the account. Provide your Merrill Lynch login credentials when asked. If you don't already have a login with Merrill Lynch you'll need to create one, I don't remember exactly how I did that when I set up my IRA.

    Basically, just treat it as if it were a Merrill Lynch account and ignore that there's any connection with BoA.
    Quicken Mac subscription. Quicken user since 1990.
  • Thank you so much for your help
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