Merrill Lynch duplicate accounts after reauthorization (QWin)

System
System Member admin
edited September 13 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

New connection method for Merrill Lynch and BOA does not allow linking to existing accounts properly

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  • MelvinR
    MelvinR Quicken Windows Subscription Member

    My problem with the update is that it duplicated four of my existing accounts(BOA checking, BOA savings, BOA Visa, and Merrill Lynch investment account). I had to delete the four created accounts to correct the mistake.

    How do I now update the online connection for Merrill Lynch?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @MelvinR,

    Thank you for letting us know you encountered this issue. The most common cause of duplicate accounts when going through the authorization/reauthorization process is if the accounts get added as new instead of linked to the existing accounts.

    To correct the issue, backup your Quicken file, deactivate your Merrill Lynch accounts, then connect them by navigating to Tools>Add Account and following the prompts. When you get to the Add/Link screen, make sure to carefully link your accounts to the correct nickname in Quicken.

    Link to Existing.png

    Please let me know how it goes!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @MelvinR,

    I have not seen a response from you. Do you still need help?

    Thank you!

    Quicken Kristina

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