Merrill Lynch - Cash & Sweep Accounts never balance properly

mccardc
mccardc Quicken Windows Subscription Member ✭✭
edited January 6 in Investing (Windows)

I have been using Quicken for over 20 years, and am generally a happy customer. However, I am about to pay a price increase while a long-standing core functionality issue remains unresolved, leaving me to 'hand balance' my investment accounts with Merrill Lynch. Cash & Sweep Accounts never balance properly. What is the status and timing of the fix to this well-documented problem?

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  • gabes
    gabes Quicken Mac Subscription Member ✭✭

    Agree the problem makes using Quicken unreliable for making account decisions. Would like to know prior to billing for next year if this is to be resolved.

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