UPDATED 10/07/25 Bank of America/Merrill Lynch - Cut-Over Migration

Quicken Anja

Bank of America and Merrill Lynch will resume their optional cut-over migration on 09/4, followed by a forced cut-over on 09/22. Customer with existing accounts will need to run through the Fix It flow or use the Add Account flow to reconnect their accounts.

Fix It Flow:
When an error is received during a One Step Update, a Fix It button will appear in the One Step Update Summary. Click the Fix It button and follow the prompts to reconnect your account.

Add Account Flow:
Alternatively, you can reconnect by deactivating and reactivating the account via Add Account. Please follow the steps exactly as outlined in this support article to ensure a successful reconnection.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #11930929)

Quicken Anja

UPDATE 9/10/25

Bank of America and Merrill Lynch’s optional cut-over migration resumed on 09/04, and the forced cut-over remains scheduled for 09/22. Customers who haven’t reconnected their accounts yet can use the Fix It flow or Add Account flow as outlined in the original alert to ensure a smooth transition.

We recommend checking your accounts to avoid any interruptions in One Step Update.

Thank you!

Quicken Anja

ONGOING 9/17/25

Bank of America and Merrill Lynch’s optional cut-over migration resumed on 09/04, with the forced cut-over scheduled for 09/22. Customers who have not yet reconnected their accounts should follow the Fix It flow or Add Account flow as outlined in the original alert to ensure a smooth transition.

We encourage everyone to verify their accounts soon to prevent any interruptions in One Step Update.

Thank you!

Quicken Alyssa

UPDATE 9/23/25

The previous force cut-over scheduled for 09/22/25 has been postponed. There is currently no ETA for when it will resume.

We are still encouraging everyone to make the switch soon to prevent interruptions.

Thank you!

Quicken Janean

UPDATE 10/7/25

Bank of America and Merrill Lynch have informed us that some customers using biometric logins (like Touch ID or Face ID) may encounter issues during the new connection process.

At this time, biometric login isn’t supported in the consent flow. To continue, please log in using your username and password instead.

If you don’t remember your password, you can reset it directly through Bank of America or Merrill Lynch's website. If you need additional help, Bank of America/Merrill Lynch's customer support team can guide you through the password reset steps.

We appreciate your understanding as Bank of America and Merrill Lynch work to improve this process.

Thank you.