Issue with Merrill Edge (Lynch)
2 days ago, I did my normal d/l. I have 4 accounts.
When the d/l finished, there was a large discrepancy on one of my accounts, namely my IRA Managed Acct.
I tried d/l over the next day or two but it never corrected itself. Today I first reset the account without success. I then deactivated and reactivated the accounts, again with no success. The one account still shows the discrepancy.
Update: I just discovered that the holding in question split 6:1. I manually adjusted that holding and now it's ok.
But:
Now, when I run an update, my updated summary does not show the Merrill Lynch accounts at all. When I look at the individual accounts, there is no date or time for the last update indicated in the top left corner of the account.
Now that I have tried all the normal "fixes", what can I do to remedy this?
Thank you
Comments
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Hi @gulf83,
Thank you for sharing what you are experiencing. I checked your accounts on our end, and only three of them appear to be connected. I'd appreciate it if you could check if the accounts are connected via Express Web Connect + in the account list.
- Go to tools.
- Select the Account list.
- Enable Show transaction download status under Options at the bottom left of the account list.
- Confirm whether or not the accounts are connected.
If they are connected, please back up your file and validate it.
- Go to File
- Select Validate and Repair File
- Choose Validate File
- Click OK
Lastly, run an update and check if they work as usual.
Please let me know how it goes!
Quicken Laura
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