Merrill / B of A EWC+

SomebodyInGNV

FYI: I'm testing the new ML EWC+ connection. I recently revised one of 2 Merrill Edge connections (husband/wife, different accounts) from DC to EWC+. In the process I noted that all of the BA accounts are listed as available when setting up the ML EWC+ connection on the Merrill site. BA doesn't support ML but ML does support BA.

I connected one of the BA credit cards through ML and it works fine. (I deactivated the connection in Quicken first, then enabled it on the Merrill web page.)

For awhile I kept a BA connection for some of the credit cards and had an ML connection for her IRA and a BA credit card. That credit card updated as well through ML as the others did through BA, so I switched the others to use the ML connection.

When forced to migrate ML to EWC+ I'll move my BA accounts (checking and credit cards) to use the same ML connection as my IRA. The end result will be a reduction in the number of BA/ML connections, whether DC or EWC+, by half.

I hope the new ML EWC+ connection works as well for investment transactions as the DC connection does, but will have to, eventually. The bank accounts work as well with ML as with BA, so there will be no reason to keep the separate BA connection.

mshiggins

This is one issue reported with the Merrill Lynch investment account transaction downloads:

https://community.quicken.com/discussion/7964342/merrill-lynch-dividend-download-adds-new-security

mshiggins

Oh and there are sufficient number of issues being reported to warrant an alert:

https://community.quicken.com/discussion/7964414/new-7-23-25-bank-of-america-merrill-lynch-investments-missing-transactions

SomebodyInGNV

My post was more about being able to download BA bank transactions through the ML interface than it was about ML.

I switched only one of our two Merrill accounts to EWC+. We don't have much activity in either one so errors in the interface won't have much of an impact on us. I can just delete the inbound transactions and enter them manually, until it gets resolved (if it gets resolved). If it becomes like Citi and is basically unusable, we can live with it.