Sync'ing Merrill Edge into Quicken Mac

AndyFra Member
edited March 2022 in Investing (Mac)
I'm moving from Quicken Windows to Quicken Mac, trying anyway. The data conversion botched en route was a real mess requiring lots of manual clean-up. So if you have a lot of Quicken Windows data, get prepared for lots of manual data cleanup. But then I hit a dead end trying to get Quicken Mac to sync to my Merrill Edge account. Never had a problem on Quicken Windows.

Here's what worked for me in the end:

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 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

Hopefully this note saves someone else some time.
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