EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

Dan13
Dan13 Quicken Windows Subscription Member ✭✭✭
edited November 10 in Download, Add/Update Accounts (Windows)

Upon EWC+ finally working for ML Investments a few weeks ago, I have now noticed that TRANSFERS that are initiated within ML going to a BOA Account are not being downloaded during the EWC+ Updates. All other transactions seem to be downloading. These transfers, I can see Online at my financial institutions but are not being provided for my Quicken Registers.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Dan13,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. Are these transfers downloading into either account? Is there anything they could be incorrectly linking to (usually that would be identical payee and amount, but different date)? Do you have these transfers documented in your register manually?

    I look forward to your reply!

    Quicken Kristina

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  • Dan13
    Dan13 Quicken Windows Subscription Member ✭✭✭

    The transfer is from My Merrill Lynch Investment Account to My BOA Checking Account. I do this twice a month and for the last two times (since EWC+ started back working), the corresponding transactions in each account was not downloaded. Yes, I had to manually add them to my register to make it balance.

    In reconciling my accounts since the EWC+ started back working, at sometime, the first of September, it appears all other transactions are being sent down (Div, Withdraws, MiscExp, IntInc, Deposit, XOut, Sold, and Bought, etc.), except for this One Type of Transaction. I have reported it to Support but after several hours (involving escalation) on the phone (screen sharing, image captures and downloading of Log Files), nothing was solved. I was just asked to see if it happens again in October, Ugh!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    I reviewed your interaction with Support and can see the reason they asked you to call back if it happens again is because they thought it may have been a one-off issue that would not happen again.

    If the issue is still persisting, then next time it happens, reach out to Quicken Support directly before manually putting the missing transactions into the register, and report that the issue is still happening. Providing your previous ticket number should help expedite things, since they'll be able to see the troubleshooting that was already done. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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  • Dan13
    Dan13 Quicken Windows Subscription Member ✭✭✭

    It happened again on October 5th, therefore its NOT FIXED. I have not called Support back, because I am tired of spending HOURS on the Phone with them with NO RESOLUTION or Appreciation of my time and effort.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    I sent you a DM. Please click the envelope icon near the upper right to view it.

    Inbox.png

    Thank you!

    Quicken Kristina

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