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Re: Merrill Edge detailed tracking, status?
Did you go to the ML Investments website and enroll this new test file for Direct Connect downloads? I think that is what the Error 2000 is trying to tell you. @keithgo1 Do you know how to do this e…1 -
Re: Merrill Edge detailed tracking, status?
@"Bill Zakowski" Have you tried setting up a test data file in Quicken, separate from your working data file? * File > New, Start from Scratch. * Add Account to this test data file for t…1 -
Re: Merrill Edge detailed tracking, status?
Try this: * Disconnect all Merrill Edge accounts in Quicken. * Connect these Merrill Edge accounts using the Financial Institution labeled "Merrill Lynch Investments". Under the Advanced bu…1 -
Re: Fidelity transactions are not downloading
https://community.quicken.com/discussion/comment/20427471#Comment_20427471 That is how nb.fidelity.com is configured. I. e., this entry in the list of FIs supports only Quicken Connect, and, for inve…1 -
Re: Fidelity NetBenefits Not Downloading All Holdings
For Fidelity HSA accounts: The Financial Institution is: Fidelity Investments Mac The Connection Type is: Direct Connect. (only choice available)1
