Merrill Lynch accounts transactions not downloading in One step update

webertod
webertod Quicken Windows Subscription Member ✭✭
edited 6:33AM in Download, Add/Update Accounts (Windows)

For the last couple of months, I am not getting new transactions downloaded for my Merrill Lynch Investment accounts. Every day, the One step update summary says the accounts were updated and 8 (I know for a fact that on some days there should be more than 8 or even fewer) new transactions downloaded but none appear in any registers. Multiple times I've tried the recommended deactivate, re-add steps for the accounts but the results are always the same. What can I do to fix this?

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @webertod,

    Thank you for sharing your experience. I am happy to help!

    After reviewing your account connections internally, I don't see anything obviously wrong that stands out, so that's good! I do have some follow-up questions for you.

    • To clarify, you have had NO new transactions downloaded for these accounts for about two months?
      • On what date are the most recent transactions?
    • Is Merrill Lynch the only financial institution that you are seeing this issue with?
    • Where is your data file located?
    • Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Carbonite?

    With Merrill Lynch being a bank that uses the Express Web Connect+ connection method, it is also important to revoke third-party access during the disconnect/reconnect process you mentioned. Were you already doing that?

    Those steps would be the following:
    1. Save a Backup. Steps can be found in this article if needed.

    2. Disconnect ALL Merrill Lynch accounts in Quicken. Here are the steps on how to do that.

    3. Revoke Quickens Third-Party Access from the Merrill Lynch website.

    4. Add accounts back into Quicken

    Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any accounts that are already in Quicken.

    Let me know how it goes.

    Quicken Alyssa

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  • webertod
    webertod Quicken Windows Subscription Member ✭✭

    No improvements so far….

    I have not been able to get any new transactions downloaded through one step update for any of the Merrill accounts for a couple of months. For about a month after the problem started, I was able to download QFX files from the Merrill website and import them into quicken, but Merrill recently removed that option.

    Yes, Merrill is the only institution that I'm having trouble with. Even my Bank of America accounts (parent company of Merrill) have continued to download transactions without issues.

    My data file is on the C drive of my laptop and I back up the file using dropbox.

    I just completed the 4 steps you recommended, including specifically revoking access for Quicken to my Merrill accounts on the Merrill website and the Bank of America accounts on the BofA website. When I re-added the accounts and linked them to the existing quicken accounts it successfully downloaded new transactions for the BofA account but none for the Merrill accounts.

    What else can I try?

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