Unable to connect to Merrill Edge

Question

Having issue connecting to Merrill Edge account.  Was working fine until last 3 months or so.  Now it continually doesn’t log in and voids my password.  Any fix?

AndyFra · Answer

Seems the "Merrill Edge" connector in Quicken Mac is a misnomer.  Shouldn't be used per Quicken support.  Use the Merrill Lynch Investments connector instead.  Here's what eventually worked for me:

1) Disconnect any existing Quicken-Merrill syncs from Quicken Windows

2) Use the "Merrill Lynch Investments" Quicken Mac connector "Direct Connect" method (do *not* use the MerrillEdge connector on Quicken Mac, Quicken support person had no clue what it even was??) and set up sync

3) After #2 fails to find the Merrill Lynch Investments account, login to MerrillEdge.com website and you'll see a popup allowing you enable Quicken on the account. You then have 10 minutes to get Quicken Mac to sync

4) Redo #2 and it should work

Hope this helps someone else.

AndyFra · Answer

Over the last month, I've never been able to get Quicken Mac to connect to Merrill Edge.  I get error: 
  "There was a problem during communication with our servers| Can't set up 'Merrill Edge' | AGGREGATOR_IN_ERROR (ACCOUNT_MISMATCH:FDP-106)".  Tried many different days and times over the last month.  Never worked.  And I never had a problem connecting from Quicken Windows.  Is Quicken Mac broken wrt Merrill Edge connector?

GeneW · Answer

The error I get is that I cannot access the account - that I may need to log into Merrill on line to verify I'm a valid user.  Each time I do this and answer a security question, Quicken is able to download info once.  The next time I attempt without first logging into Merrill, I get the error.    This is the only account I have an issue with.  
 I needed to update my password bc Quicken trying unsuccessfully to log in causes Merrill to lock me out.
 Logging in after login into Website seems to work.