I am trying to connect my merrill lynch 401K with Quicken

Merrill Benefits Online recently stopped supporting QFX download because they (including BoA) implemented WebConnect+ connection for Quicken. There were no notification like other financial institutes that made the cutover. I found out by unable to upload QFX.

I was able to connect my 401K account to Quicken. It wasn't obvious because I forgot I created an account when my company switched over to Merrill and implemented SSO with my company ID, but I was able to figure out my credential in Merrill Benefits.

The Merrill WebConnect+ is not useful. Merrill only implemented the "Simple View" meaning you can only see the positions and value of your holdings. It doesn't track all the transactions like all other financial institutes that I do business with that supports Quicken WebConnect+ integration. All other FIs I use support "Complete View".

If you want to track transactions like you used to with QFX import, you will have to manually enter the transactions. Merrill does not support Quicken CSV format so you will literally have to copy-and-paste from their site.

C'mon Merrill, do better! Some smaller and local FIs I used with less of a name can support Complete View!

I had successfully reconnected to ml.benefits a week or so ago and like others that resulted in only the "simple" view without transactions. But now, even that has been lost as, once again, the connection isn't working and even using ML's "download activity" option results in an error message. Even though I don't like the Simple view it would at least be better than nothing to be able to track my balance — does anyone know why even this limited functionality only lasted for a week?

Yes, when I try to update the account via OSU, after a very long delay I get the CC-501 error message. And, when I attempt to download recent activity directly from the ML.Benefits site, the error message says "Quicken is unable to verify the financial institution information for this download". But I definitely re-established the connection with ml.benefits and my account details show that as the institution and not any longer ML investments as it had previously.

I have been manually updating since October. Has anyone heard from Quicken if they have fixed all the issues with our 401k downloads so they work again? I have not had a chance to test if the november releases fixed anything. Just curious if anyone has had luck or if we are still manually fixing it. Thank you to @essjay for the fix in the manual file download. Works perfect just hoping quicken will actually make things work again.