RESOLVED 12/10/25 Bank of America/Merrill Lynch Issues

Quicken Anja

We are aware of an issue with Bank of America/Merrill Lynch users who downloaded data between 6:00 am ET on 9/20/25 and 11:30 pm ET on 9/22/25, which caused the following issues (BID 5550 -Merrill Lynch Investments):

1. All Buy, Reinvestment, Sell, and Transfer (In or Out) type transactions will not show up. 
2. Dividend and Interest Income transactions will appear as Deposit transactions. 
3. Any expense transactions, such as Margin Int, will appear as Withdrawals.  

This is happening in both Quicken Windows and Quicken Mac

• This issue only impacts users who have Complete Investing.
• Simple Investing users are not impacted.

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!
(Ticket #11966155)

Quicken Anja

UPDATE 10/1/25

We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

Thank you!

Quicken Kristina

ONGOING 12/8/25

This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

We apologize for any inconvenience and appreciate your patience.

Thank you!

Quicken Anja

RESOLVED 12/10/25

This issue has been marked as resolved. However, this Alert will remain available for those who may still be experiencing it.

If you’re still encountering the issue, we recommend reaching out to Quicken Support for further assistance.

Thank you!