OL-301-A error when updating Merrill Lynch Account data

Ryan Wilson

I use Quicken Classic Deluxe (Version R59.18, Build 27.1.59.18 which is the latest update) to manage my finances, and connect to Merrill Lynch to download transactions using One Step Update. I have used this feature in Quicken for several years with no problem. A few months ago, I began getting this message when downloading transactions in Quicken. I thought it might eventually go away, but it has not so I decided to post on here.

I then log into my Merrill Lynch account and see the following:

I click OK and the following window appears.

I then re-attempt to download transactions in Quicken. The download is successful.

Then, anytime after the 10 minute time window (ie., 15 minutes, 2 hours, next day, etc), I once again receive the OL-301-A error and have to repeat the process on the ML website.

Is there something that needs to be corrected on the website? Is there an option with my account that will allow Quicken to always connect to my account?

BTW….I've already tried the following recommendation copied from another post about this.

1. In Quicken, select the Tools menu, then choose Online Center.
2. Click the Financial Institution dropdown arrow and select the financial institution.
3. Press CTRL+Shift while selecting Contact Info.
4. Select one of the accounts associated with the bank from the dropdown list
5. Select Financial Institution Branding and Profile from the list and click Refresh.
6. Click OK and go online by clicking the Update/Send button.
7. Attempt your online session again.

Quicken Anja

Hello @Ryan Wilson,

Thank you for letting us know you already tried the recommended troubleshooting found in this support article regarding error OL-301.

Since the steps did not resolve the issue, then as stated within the article, you will need to contact your financial institution for further assistance: "If there are no alerts in the Community, you will need to contact your financial institution for assistance. Quicken does not have access to the financial institution's servers to be able to correct the problem.

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."

We apologize for any inconvenience! Thank you.