Downloading Transactions from Merrill Lynch 401(k)
I can't find a place on Merrill Lynch's website to "download transactions." Nothing mentioned in Help or FAQ. When I try to "activate" my account in Online Services in Quicken, I get this screen that says "Add your offline brokerage." What happened to Web Connect in Online Services for Merrill Lynch. In the past, I was able to download transactions directly into Quicken. Has this functionality changed? If this functionality is still enabled, how do I do it? Thanks
Answers
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not sure what you are doing incorrectly, but I just simply and easily added download capability for my ML account.
- logon to your ML account
- in Q, go to the online services tab and add services.
- you'll be taken through a number of steps which will permit using OSU going forward. Not sure why you would want to manually download the transactions; it is automated
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What do you mean by "in Q"? When I log on to Merrill Lynch, this is my menu of options (screenshot below): Home, Accounts, Financial Wellness, etc... There is no Online Services Tab. I can't download transactions automatically for some reason. The above screenshot shows what happens when I try to add Online Services in Quicken for Merrill Lynch, the option is "add offline brokerage." Thus, my question.
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In "Q" = in Quicken
You need to be in Quicken……
click CNTL-A and then click "edit" for your specific account.
click the "online services" tab (the middle Tab) and then click "set up now" - it'll ask you to search for the financial firm and you will type "Merrill" and then click on "merrill lynch investments" ; follow the instructions from there.
you are going to use quicken to access Merrill and download the transactions. Sounds like you are trying to do this the other way around.
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