Merrill Lynch OL-220-A

davidinangelfire
davidinangelfire Quicken Windows Subscription Member ✭✭
edited August 2024 in Errors and Troubleshooting (Windows)

I was offline for several days. Come home to find Merrill Lynch problem.

This usually is fixed by de-activating all my accounts and then re-linking them. I did that this morning. It found and linked my accounts. And yet the OL-220-A persists. (It is using 'Direct Connect' method, which has been working for a long time).

I can also login to 'mymerrill.com' web page and access my accounts.

This doesn't feel like my fault. This doesn't feel like it's ML's fault. Is there a known problem with Quicken?

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @davidinangelfire,

    In order to make transaction download into Quicken possible, financial institutions create specifically-formatted Quicken files. Sometimes, these files are changed in a way that prevents them from downloading into Quicken. You may follow this link to access a FAQ that provides more information and troubleshooting steps. It is recommended to save a backup before proceeding (just in case).

    I hope this helps!

    -Quicken Jasmine

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  • davidinangelfire
    davidinangelfire Quicken Windows Subscription Member ✭✭

    Thank you, @Quicken Jasmine. I do remember doing this a few months ago - maybe related to an RMD transaction, which is probably the case here.

    I will look into this over the weekend.

  • davidinangelfire
    davidinangelfire Quicken Windows Subscription Member ✭✭

    @Quicken Jasmine - I'm good. I got everything squared away. Thanks

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @davidinangelfire,

    I am happy to hear that the issue was resolved.

    Please do not hesitate to reach out with any further questions or concerns!

    -Quicken Jasmine

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