Bank of America/Merrill Lynch RE-Authorization Issue

CBGBSteve

I recently had to reauthorize the 3rd party sharing between Quicken and BoA/ML. My ML accounts now show my brokerage and IRA accounts are in Bank of America which uses Express Connect that doesn't support detailed transaction, just "Simple Investing" Tried deactivating and re-setup but same. Any advice?

Windows R6.7 27.1.67.7

Steve V

miklk

ML needs to be connected to Merrill and NOT the BofA.

Disable online for Merrill only and connect just that account to Merrill to fix it.