Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

Peterg99
Peterg99 Quicken Windows Subscription Member ✭✭

Following recent reauthorization, all downloaded transactions from a Merrill Lynch IRA account show only cash amount and no share amount or transaction category flags. Quicken supplies the deposit/withdrawal designations by default. So, for example, a dividend or capital distribution will download as a withdrawal followed by two deposits of the same dollar amount with no action flags or share amount involved.

The only interim solution I see is to keep the account register updated manually after each download. This is a gross loss of functionality that should be quickly attended to.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Peterg99,

    Thank you for letting us know you're encountering this issue. To help troubleshoot it, we will need more information. Please navigate to Help>Report a Problem and send a problem report with log files attached.

    Report a Problem QWin.png

    Additionally, please provide at least 3 transactions that came in incorrectly showing deposit or withdrawal (if you are not comfortable posting that information here, you can include the information in the problem report).

    Please let me know once you send the problem report.

    I look forward to your response!

    Quicken Kristina

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