Support for benefits.ml.com ?

sardodazione
sardodazione Quicken Windows Subscription Member
edited March 2024 in Download, Add/Update Accounts (Windows)

Hello, I am trying to connect to my Merril Lynch Benefits account but it only allows me to add it as an offline account. Do you plan to add support for it ? If not, it makes quicken much less useful to me.

Thanks.

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Support for this is up the employer/financial institution. My wife's 401K is handled by them.

    They do have Web Connect/download a QFX file support.

    If yours is like hers, you log in and then select to go to the account and then select Activity → Download to Quicken

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