Merrill Lynch Benefits account shows $0 balance (401K)

davidjerry
davidjerry Quicken Mac Other Member
edited October 2023 in Download, Add/Update Accounts (Mac)

For months now, my Merrill Lynch benefits account appears to update but shows a $0 balance. (It is not a $0 balance).

Some of the posts I saw said to set it up as a direct connect but that is not an option.

Help.

Thank you

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @davidjerry,

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

    Before I can further assist you, I require some more information. Are you receiving any error codes or messages? When did this issue begin to occur? Are you connected via Quicken Connect? You can see the connection method by navigating to Settings > Downloads > Connection Type.

    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.

  • r2005
    r2005 Quicken Mac Subscription Member ✭✭

    I've been experiencing an ongoing issue with my Merrill Online Benefits accounts since August 15th, 2023. It appears that this problem is already known, so I'm surprised that the Quicken representative wasn't aware of it and asked for more information. It's very obvious to see that my balance dropped to zero on that date, and there were no error codes - just a zero balance across all my accounts with the same online ID. I tried deleting my KeyChain ID and re-downloading my account info, and while the balances were accurate on the connection screen after attempting to re-import, they still showed as zero once I accepted the download option from Quicken. Quicken claims that this is a Merrill issue, but this doesn't help me see my full portfolio. If I have to log in to Merrill every day just to see my balances, then what's the point of continuing with my Quicken subscription? I am ready to ask for a refund starrting on 8/15/23 when this issue started.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Please be advised that this is a known issue that has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates.

    We apologize for any inconvenience in the meantime! Thank you.

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

This discussion has been closed.

Categories