Merrill Lynch Activity Download

geogerlanc Member
Having issues with the setup of my Merrill Beyond Banking and Investment accounts for downloading activity to Quicken. Can someone tell me the "bank" from the quicken list that works? I've tried them all and no luck so far.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    It appears that Merrill Lynch Beyond Banking is an investing account with banking features. I would pick Merrill Lynch Investments and try entering your login account and password there.
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