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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
How do I get login information screen when setting up a Merrill Lynch Retirement Group acct?
BShep
I select Add Account -> Merrill Lynch Retirement Group (i.e. www.benefits.ml.com), then "next" -> complete investing -> next. I see "add your offline Brokerage account". I don't get a login information screen. Is this an issue with quicken? I can access my account online.
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Tom Young
It appears that Merrill Lynch Retirement Group doesn't offer online access:
10779 10779 10779 Merrill Lynch Retirement Group
https://www.benefits.ml.com
NA
https://www.benefits.ml.com/login/login.aspx
ACTIVE 401K&WEB-CONNECT NOT_QBP NA
You should be able to go to their site and download a OFX log to import information into Quicken.
jludwig47
Then why does it show up as a supported institution?
BShep
I was able to add the external account using the fidelity tools.
Information for the connection is....
Connection Name: Merrill Lynch Benefits OnLine - via Direct Web Access
URL: https://www.benefits.ml.com/login/login
Connection Type: Direct Web Access
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