Merrill Benefits OnLine - How to download transactions in CSV

Question

Since Merrill Benefits Online does not support EWC+ Complete View, I can't track my individual funds' performance and ROI over time. Is there a way to download the transactions in a CSV that can be imported into Quicken? The CSV from Activities / Export feature is a summary - date and amount of contribution.

[Edited - Readability]

Sceptic · Answer

@SamW618 how well a CSV import from Merrill Benefits Online works is dependent on what information is provided in their CSV files.  Here are some step-by-step information from Quicken Support Help -

https://info.quicken.com/win/import-investment-transactions-from-a-csv-file

I think that would be a good place to start.

If you go to File→File Import→Investment Transactions, you can print out a sample CSV file.  Following the file format is critical.  Any unused columns should be included in the file you create as a empty column.  Also, it is most likely that the columns would need to be rearranged to fit the Quicken CSV import format.

Give it a try and see if the CSV export from Merrill provides the needed information that can be reformatted and imported to Quicken.