Not all accounts available in drop down after deactivating/reactivating online services

Nub1975
Nub1975 Quicken Windows Subscription Member ✭✭
edited November 25 in Download, Add/Update Accounts (Windows)

Merrill Lynch has forced clients to authorize access by third parties. When you follow the reauthorization process Quicken wants you to add, link or ignore the Merrill Lynch accounts that you have. When you attempt to link an account that has been been in the account list for many, many years only some accounts are displayed in the drop down list box and available to link. Quicken Support suggested deactivating and reactivating online services, this did not resolve the problem. The drop down list box still does not display all of the accounts in the account list. If you add, rather than link, the account you have duplicate accounts with different names. Any thoughts, ideas or similar problems? Running Quicken for Windows Classic Premier R64.30 Build 27.1.64.30

Comments

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    This might be a redundant question but I have to ask: when you deactivated, did you deactivate ALL of the Merrill accounts within Quicken including any possible hidden accounts? If not, you should deactivate every one of the Merrill accounts that you added to your Quicken data file, one at a time.

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • Nub1975
    Nub1975 Quicken Windows Subscription Member ✭✭

    BK thanks that appears to work. A real pain when you have 20+ accounts to deactivate and reactivate. Clearly a bug that should be resolved. Particularly when once per year Merrill Lynch requires third parties to be reauthorized to access Merrill Lynch data. I'm sure other financial institutions will require the same authorizations soon, if they are not already requiring it. Thanks again for your help.

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