Merrill Lynch Investments_One-Step Update_never have been able to get it to work
I'm a Windows user > Quicken Home & Business version R54.16
I've had Quicken since October 2019 and am a loyal user. I log in to my account and utilize the One-Step Update to download all of my transactions from my personal checking account (which is is BofA). Then, I apply a code to each transaction with my own custom created Categories. Then, at the end of the month I run a Monthly Income & Expense Report for the purpose of monitoring where my money is going - it's wonderful and worth it from an analysis standpoint.
I also have a few accounts with Merrill Lynch Investments. I also set these accounts up in Quicken back in 2019 when I set up my personal checking account. The problem is, I've never been able to successfully download the current balances using Direct Connect.
The error I get is OL-301-A
So the balances on my Quicken file are always old and inaccurate. Over the years, I've contacted Quicken Phone Support who is always kind but they determine "its an issue with Merrill Lynch". Then I call Merrill Lynch and they tell me "its and issue with Quicken".
Over the last 4.5yrs I've called each company several times and haven't been able to get resolution. I like my Quicken software very much, but this is very frustrating to say the least as each time I've tried to resolve I spend several hours on the phone withe Quicken and Merrill Lynch.
There's no way that I'm the only one having this issue.
Does anyone have any suggestions on how to resolve once and for all.
Comments
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Have you tried the process suggested in this article in the "Online Center"?
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Thanks for sending the link to the article Chris. I just took a look and this is the steps that Quicken's phone support suggested I try. It didn't work on the call, but I just gave it another shot. Unfortunately, I'm still getting the OL-301 error.
But I'm going to try Merrill tomorrow and reference the link you sent (especially the section that says "This may require you request to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with them may be necessary.").
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