Does the Merrill Lynch EWC+ connection support Complete Investing?

System
System Member admin
edited August 19 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Merrill Lynch Investments changed to EWC, failure updating from direct connect.

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  • SomebodyInGNV
    SomebodyInGNV Quicken Windows Subscription Member ✭✭✭✭

    Is this ML EWC+ link expected to fully support detailed investment transactions, as opposed to supporting only simple investing?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @SomebodyInGNV,

    Thank you for reaching out to the Community with this question. Yes, the Merrill Lynch Express Web Connect+ connection should support Complete Investing.

    I hope this helps!

    Quicken Kristina

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  • SomebodyInGNV
    SomebodyInGNV Quicken Windows Subscription Member ✭✭✭✭

    Should we link ML Quicken accounts only using the ML EWC+ bank? Or does it work to refresh our BofA EWC+ connection and it will allow linking our ML accounts, once those are deactivated from DC updates?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    It depends on the account type and whether it's supported on the Bank of America connection. I would expect that Merrill Lynch investment accounts are intended to be connected to the Merrill Lynch connection option.

    Thank you!

    Quicken Kristina

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