Duplicate asset added after reconnecting to Merrill Lynch investment account

DigiRob
DigiRob Quicken Mac Subscription Member ✭✭
edited August 25 in Download, Add/Update Accounts (Mac)

For some reason, one of my assets in my Merrill Lynch retirement account - a CD - has been duplicated in Quicken. I disconnected the account and reconnected but it still appears as duplicate asset. Please advise.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @DigiRob,

    Thank you for letting us know you're seeing this issue. You may be able to correct this by merging the original holding and the duplicate holding. To do so, follow the directions in this help article: https://info.quicken.com/mac/merging-securities

    I hope this helps!

    Quicken Kristina

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  • DigiRob
    DigiRob Quicken Mac Subscription Member ✭✭

    Great! Problem solved.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear the issue is resolved.

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

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