Merrill Edge brokerage account will not properly connect

adamgray30
Quicken Mac Subscription Member
Hello all,
I have most of my investments in a Merrill edge brokerage account.Whenever I try and connect it to my Quicken using my Merrill login credentials, Quicken gives me the following message "You have already added all your accounts at this bank." even though they are not connected. Anyone had a similar experience and been able to figure it out? I'll shut up and listen
I have most of my investments in a Merrill edge brokerage account.Whenever I try and connect it to my Quicken using my Merrill login credentials, Quicken gives me the following message "You have already added all your accounts at this bank." even though they are not connected. Anyone had a similar experience and been able to figure it out? I'll shut up and listen
0
Answers
-
From Quicken's menu: select Accounts > Set Up Transaction Download...
Examine the accounts listed under both tabs: Get Connected and Already Set Up
Under which tab does the Merrill Edge account appear?
Is the account listed under Merrill Edge, or some other brokerage institution?
Other questions:
What kind of account is this: a simple brokerage account? OR a 401k/Trust/Custodial/etc?
Is there more than one account at Merrill?
What connection type are you using to connect the account: Direct Connect, Quicken Connect.Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M10
This discussion has been closed.
Categories
- All Categories
- 6 Product Ideas
- 27 Announcements
- 187 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 726 Welcome to the Community!
- 600 Before you Buy
- 1.2K Product Ideas
- 49.6K Quicken Classic for Windows
- 15.3K Quicken Classic for Mac
- 982 Quicken Mobile
- 772 Quicken on the Web
- 72 Quicken LifeHub