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Cannot Establish Online Account for Merrill Lynch Retirement

Michael England

Good day. I used Merrill Lynch Retirement (benefits.ml.com) with Quicken for my old employer for YEARS without issue. Now I have a new job and every time I try to set up an account connected to benefits.ml.com, it goes to the "We must authorize this connection…" screen, I press "Next", and it immediately goes to "Set up a Manual Account". I would like to set up a CONNECTED account to benefits.ml.com. Help! :-)

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[Deleted User]

@Michael England - the only connection available for Merrill Lynch Retirement (benefits.ml.com) is Web Connect (WC). What this means is your ML Retirement account is not available for update via One Step Update (OSU). You must go to your online account with ML Retirement and download transactions from there. The first time you download transactions, you will be asked to link to your account in Quicken, After the link is made each time you download the QFX file, Quicken will automatically know what account the transactions belong to.

You might want to confirm with ML or your company's HR that there isn't a newer connection available since the time you used it with your old employer.