Investing Checking Accounts
I have several accounts with Merrill Lynch one of which is basically a checking account. However, because it with Merrill Lynch, which Quicken considers all accounts with ML as investment accounts, history must be maintained forever. I'm sure Merrill Lynch isn't the only wealth management company to offer their customers a checking account service, i.e. banking account service. So, why doesn't Quicken give its customers the option of setting up an account with an investment company as if it were a bank checking account? Just like my checking accounts I would like the ability to simply create a new starting point and eliminate prior history. I understand you are going to tell me there is a way to do that with an investment account, but it is not as straight forward and as simple as with a checking account. I would just like to see Quicken support Wealth Management accounts, which are not investment accounts, the same way they do with their banking accounts.