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Need to update my investment (Merrill Lynch) account again after one step update in Windows 11.

aardaps

Why is this happening? It's been happening for quite some time.

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Online Banking

Windows

One Step Update

OLB

Comments

Quicken Alyssa

Hello @aardaps,

Thank you for sharing your experience.

Are you saying you have to perform the One Step Update twice in order to get your Merrill Lynch account to update? I have some follow-up questions for you:

About how long do you think this issue has been happening?
When you perform the One Step Update for the first time, do you see Merrill Lynch listed as one of the banks getting updated?
Do you receive any error codes throughout this process?
Where is your data file located?
- You can see this by going to File. The first file listed near the bottom of the menu is the file you are currently using. The file path will be shown there. That is what we are looking for.
Is your file being backed up/synced by any third-party services like OneDrive, Dropbox, or Carbonite?

Looking forward to your response!

Quicken Alyssa

@aardaps,

Just checking in, we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Quicken Alyssa

Hello again,

Checking in once more before this thread is closed.

Let us know if you still need assistance.

Thank you!

Quicken Alyssa

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!