Merrill Lynch Activity Download

geogerlanc
geogerlanc Quicken Mac Subscription Member
edited February 2022 in Download, Add/Update Accounts (Mac)
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.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription 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.
    QWin Premier subscription
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