Merrill Lynch not reflecting correct cash balance

gabes
gabes Quicken Mac Subscription Member ✭✭
edited December 2025 in Errors and Troubleshooting (Mac)

Merrill Lynch now puts cash into a "sweep account". Since that time my ML account has an incorrect cash amount; no sweep account listed and an overall incorrect account balance. I spoke with support and they had me switch browsers; set up new file; but still incorrect balances.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gabes,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this issue? Was it originally connected and working correctly, or has the account always behaved this way? How is the cash balance incorrect? For example, is it treating that sweep account as cash instead of as a security?

    I look forward to your reply!

    Quicken Kristina

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