Issues with Merrill Lynch IRA

System Member admin
edited June 2023 in Investing (Windows)
This discussion was created from comments split from: transactions from Merrill Lynch IRA accounts inaccurate.


  • Thom Sinclair
    Thom Sinclair Member ✭✭
    edited May 2023

    I am having similar problems! Why? All other Merrill Lynch accounts download as you expect a one-day delay! What is happening? Please send a resolution! [Removed- Third Party Reference]

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Thom Sinclair,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is your connection method with Merrill Lynch? You can see the connection method by navigating to Tools > Account List. What exactly is the issue that is occurring? Do you receive any error codes or messages? How long has this issue been occurring?

    I look forward to your response.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.