Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

MG99
MG99 Quicken Windows Subscription Member ✭✭
edited December 2025 in Errors and Troubleshooting (Windows)

I have seen some previous threads on this, but no fix solution. The Merrill LMA won't download and sync to Quicken anymore (since an Oct. 25 quicken upgrade), and every time I reset, it wants to create a LMA credit card, with no other options, or the ability to link to my existing LMA account. Any advice or fixes?

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @MG99,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. Is the existing LMA account in your Quicken file showing as a credit card account type? If not, what type of account does Quicken see it as? To see the account type in Quicken, navigate to Tools>Account List and click the Edit button next to the account. On the General tab, it will display the account type.

    Screenshot 2025-12-30 at 3.41.09 PM.png

    I look forward to your response!

    Quicken Kristina

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If anybody is wondering … What is an LMA account at Merrill Lynch?

    Please read this: Loan Management Account (LMA): Flexible Line of Credit Account (ml.com)

    And also please read this: Update on Merrill Lynch Loan Management Accounts | Quicken

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