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Has anyone been successful in downloading with OSU from Merrill and BofA in the last 6 weeks?

Twoputt.

Since the conversion to EWC+ I've disconnected all my accts with both and reconnected, changed passwords and I still have not been successful. Merrill blames Quicken and Quicken has elevated the issue to Support and said it's a Merrill issue. I used to be able to with only my Merrill and then using separate credentials connect and download with BofA debit and credit cards. I've had a ticket since 6/12 and no response. I'm sure there are many users that have both. Any help and recommendations will help.

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Quicken Laura

Hi @Twoputt.,

I reviewed your previous tickets and located the one related to your escalation. The team sent you an email on June 23rd with additional instructions and is awaiting your response.

Since the issue persists, I recommend submitting your log files and replying directly to their email so they can continue working on the escalation.

To send your logs:

Open Quicken
Click Help
Select Report a Problem
Click Send to Quicken

Please feel free to reach out if you have additional questions.

(Ticket #12457366)

Twoputt.

@Quicken Laura, I did see the reply on the 23rd from the support term and I did follow-up by submitting all the log files. Since then I have not heard any additional comments from them.

Today I was to successfully download 3 accounts from BofA by resetting password and deleting authorizations with BofA and relinking accounts in Quicken and I noticed that when I went to the Merrill web site I noticed the 3rd party authorization date was changed to today. I then reconnected in Quicken for my Merrill accounts hoping that everything would work but it processed completely and no transactions were downloaded. I have (51 accounts) UGH.

Quicken Laura

Thank you for your response.

Could you please submit a new set of log files and reply to the email the escalation team sent you to let them know you've uploaded them?

Once you've completed both steps, please let me know. I'll notify the team so they can continue reviewing your case.

I look forward to your update!

Twoputt.

@Quicken Laura

I just sent the latest logs with the ticker #.

Twoputt

Quicken Laura

Thank you!

Please don't forget to reply to the email from the escalation team after you've submitted the logs. That's an important step, as it lets them know you've completed the request and allows them to continue their investigation.

I appreciate your cooperation and look forward to your update!

Twoputt.

@Quicken Laura

After a recent try to deactivate and reactivate Merrill I'm getting CC-505 errors on all accounts. Is there anything I can do on my end as I haven't heard from Support as to what the actual problem is.

Thank you, Twoputt

Quicken Laura

Hi @Twoputt.,

I apologize for the delayed response.

I reviewed your recent connection attempts and can confirm that they are still returning the CC-505 (FDP-105) error. At this time, we have not yet received an update from the Escalations team.

The team is aware of the log files you submitted, so for now, I recommend waiting for their response before trying any additional troubleshooting steps. I'll continue monitoring your case and will let you know as soon as I receive any updates.

Thank you for your continued patience!

(Ticket #12457366)