Adding Merrill investment account from BOA account to Quicken

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

Answers

  • Jon
    Jon Member ✭✭✭
    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.
  • Thank you so much for your help
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