Merrill Lynch web express

CWK7954

I have 7 accounts with Merrill Lynch and I've tried to link them to Quicken. If I deactivate/reactivate an account it will update that account. I have to do the deactivate/activate/update process for each account. After doing that, if I try to update all accounts at once, none of them update. Using Quicken Classic premier R65.17

Quicken Anja

Hello @CWK7954,

Thanks for sharing the details.

Please try the following steps below and see if it resolves the issue:

1. Create a backup of your Quicken file first.
2. Deactivate all Merrill Lynch accounts in Quicken.
   1. Select the Tools menu and select Account List....
   2. In the Account List, select the account you want to deactivate, and then click Edit.
   3. In the Account Details window, click the Online Services tab.
   4. Click Deactivate next to the service you want to disable.
   5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
   6. Click OK to the confirmation message.
   7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.
   8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
3. Revoke Quicken’s third-party access from your Merrill Lynch account on their website.
4. Reactivate the accounts in Quicken.
   1. Go to Tools > Add Account.
   2. Select the bank for the deactivated account(s). If prompted, select the connection method.
   3. Enter your credentials and click Connect.
   4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
   5. Click Next then Done on the last prompt.

Let us know how it goes!