nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

BOA and Express Connect +

refuller5317

I am running Quicken Classic Premier Version R67.7 Version 27.1.67.7 on Windows 11.

Nominally Friday May 15, I performed a One-Step Update. In the process, I was directed to BOA for a re-validation of my accounts, both banking and Merrill Lynch investment. As a result, two of my investment accounts now show an update (Express Web Connect+ - Simple Investing). After working with a Quicken Help Agent for a period of time, the problem was not resolved and I was directed to contact BOA/Merrill.

While working with the BOA Agent, she made a call to the Quicken Help Desk. The determination was made that Quicken dropped the use of Express Web Connect+ and only uses Direct Connect. As a consequence, the downloads from BOA/Merrill are basic investment information through Express Web Connect+ - Simple Investing.

As a result of this change, I no longer get the detailed information for my investments that I need for analyzing. I know have to get to the BOA/ML website to get the information. This, in essence, has turned Quicken Classic Premier into a VERY expensive check book.

Will Quicken be revising its method of connecting with one of the largest banking and investing firms in the world? If so when.

Find more posts tagged with

Comments

Quicken Carlos

Hi @refuller5317,

Thanks for reaching out to the Quicken Community!

We are aware of the recent connection changes involving Bank of America and Merrill Lynch.

I have a few questions to better understand the issue:

What type of accounts are showing in Simple Investing view (IRA, Brokerage, 401(k), etc.)?
Is the option available to switch the account to Complete Investing view?

To check this:

Go to Tools > Account List
Click Edit next to the account you want to change
Review whether the option for Complete Investing is available
Click OK

If Complete Investing is not available for a specific account, Quicken will default to Simple Investing. This still allows you to monitor securities, positions, and balances, but transaction details may not be available. This limitation is usually related to the level of data integration supported by the financial institution.

I look forward to your reply!

miklk

Sorry your support was lacking.

Merrill needs to be connected to Merrill and NOT BofA.

Disconnect the Merrill account and connect it to Merrill Lynch and complete investing will return.

Quick Links

All Categories
Recent Posts
Activity
Unanswered
Best Of