More Merrill Edge problems since the change to EWC+

gulf83
gulf83 Quicken Windows Subscription Member ✭✭
edited November 1 in Download, Add/Update Accounts (Windows)

Along with Merrill Edge not reporting the proper number of shares in my investment account, this morning I had a CD that came due.

The CD that was reported by Merrill added an extra 0 to the number of actual shares that were sold throwing my account WAY off!

For example, it should have been 100 shares that were sold but 1,000 was reported.

Can I go back to using Direct Connect. It seems every download is causing a new problem.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gulf83,

    Thank you for sharing your experience. I recommend that you contact Quicken Support directly for assistance with this issue, since they have access to tools we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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  • dsclove
    dsclove Quicken Mac Subscription Member ✭✭

    Similar problem - Previously Merrill Lynch Benfits Online downloaded a qfx file which Quicken could import. Now, one must use the Update command. It executes OK, but the data is incorrect. Portfolio holdings information is correct for equites, but not for Bond/Fixed Income. For Bond/Fixed Income, the number of shares is off by a factor of 100. HELP!!!!

  • rakeshg
    rakeshg Quicken Mac Subscription Member ✭✭

    I posted about a similar issue with CDs…

    https://community.quicken.com/discussion/7966648/update-10-1-2025-merrill-lynch-duplicate-cds

    This whole thing is such a fiasco…☹️

This discussion has been closed.

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