Merrill Lynch issue

fmg123

I have been getting this error for several days now. I have no trouble logging in directly to Merrill from the web. I contacted Merrill and they say this is a Quicken error. Can anyone advise on this?

Your request cannot be completed at this time. Please try again or you may need to log in to the Merrill Lynch website to confirm that you're a valid user. For assistance please contact us at 1.800.MERRILL (637.7455).

OFX Error: 2000

Quicken Jasmine

Hello @fmg123,

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed. 

Thanks!

fmg123

Screenshot 2024-01-30 at 5.53.01 AM.png

see attached

fmg123

Hi. is there any update on investigating this issue?

Quicken Jasmine

Hello @fmg123,

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let me know how it goes!

fmg123

I followed all these steps. When I try to add the account, I get the same exact error message

Quicken Anja

Hello @fmg123,

Please refer to this support article regarding error 2000.

This is a Direct Connect error that comes directly from the financial institution's servers. Quicken does not have access to their servers in order to resolve this. Due to this, we advise contacting the financial institution directly again for further assistance. It is recommended that you request to speak with a tier 2 agent or a supervisor as they are generally more familiar with third-party applications such as Quicken.

We apologize for any inconvenience! Thank you.