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Merrill Lynch account re-authorization appearing but not working

mtn_living

This has all worked fine up to this morning.

Today, during a OneStep update, I received a message that Merrill Lynch needed re-authorization. I went through the process, and all went smoothly on Merrill's end. When I was returned to Quicken, I got a message that there were no accounts to match. I then triggered another re-authorization with the same result.

Going into account details, de-authorizing and then re-authorizing seems to have fixed it. After the Merrill end of re-authorization completed and I was returned to Quicken, the correct account appeared to be re-linked to my corresponding Quicken account.

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Comments

Quicken Laura

Hi @mtn_living,

Thank you for sharing your experience. I’m glad you were able to successfully authorize your account.

If you have any additional questions or need further assistance, please feel free to reach out.

mtn_living

Merrill now wants to re-authorize every time I do a one-step update. Not sure if this is Merrill or Quicken.

dookie

I am also experiencing this, but re-auth fails as well. The ML page says accounts have been allowed, but Quicken still fails (reports timeout).

Quicken Laura

Hi @mtn_living,

Thanks for letting me know about the new behavior you're experiencing. Some financial institutions require periodic reauthorization for security purposes, as noted in our support article. The timing and reauthorization process can vary by financial institution.

However, after reviewing your account, it appears that one of the accounts may not have been authorized correctly, which could be why Quicken continues prompting you to reauthorize Merrill Lynch.

I recommend creating a backup first, then following the steps below to ensure all of your Merrill Lynch accounts are properly connected. If you have older accounts that you no longer use, you can leave those accounts disconnected from online services.

1. Deactivate the affected accounts

Select the Tools menu and select Account List....

If present, select the Show Hidden Accounts checkbox at the bottom of the Account List.

In the Account List, go to Options at the bottom left and make sure that Show Financial Institution is checked.

Then search for all the accounts with Merrill Lynch and click Edit.
In the Account Details window, click the Online Services tab.
Click Deactivate next to the service you want to disable.

Click Yes to the message confirming that you want to disable this service.
Repeat these steps for each affected account.
Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

2. Reactivate and relink the accounts

Go to Tools> Add account

Select the bank for the deactivated account(s). If prompted, select the connection method.
Enter your credentials and click Connect.
When the list of located accounts appears, choose LINK next to each account you want to reactivate (do not choose Add, as that would create duplicates).

Click Next then Done on the last prompt.

Please let me know how it goes after you complete these steps and whether Quicken still prompts you to reauthorize Merrill Lynch.

mtn_living

Hi:

Thanks for quick reply. I followed your exact instructions, find Merrill accounts (even hidden) and deactivate them. There were only two active accounts for online services. I have other long closed Merrill accounts that were in account list but were not active for download, nor have they been for years.

I then went through reactivation process and everything completed as expected. The correct Merrill account link appeared already checked in the Link to Existing accounts field.

Once that was done, I tried a one step update and again get the re-authorization window for Merrill Lynch.

Quicken Laura

Thank you for following the suggested steps, @mtn_living . I see that one of the accounts is now showing a different error on our end: CC-800.

The standard steps for resolving CC-800 are the same deactivation and reactivation steps we’ve already completed. I’ve sent you some additional troubleshooting steps via direct message that may help resolve the issue.

Please check your messages in the upper-right corner when you have a chance.

Let me know how it goes, or if you have any questions along the way!