Merril Lynch account still not working

24

Comments

  • Has the support team even acknowledged this issue yet? ETA?

  • i heard they are blaming Merrill, but not sure it is. Regardless - want less lip service.

  • JSW
    JSW Member
    edited December 2024

    I do not see issues in [removed] or [removed]. Seems that it's a Quicken issue. Would be great to have an update, since it's been 3 months and the suggested fixes I've received from customer service and chat have made the problem worse (disconnect and reconnect accounts, make accounts manual…)

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    They probably use different companies that connect to the banks. In the case of Simplifi, the connection is one of something like Intuit (the original) or Plaid connectors (there may be a 3rd company too). And, we don't necessarily get to choose which one is used (or have access to all of them). My point here, though, is that Quicken uses a 3rd party for the bank connections, and can only wait for them to fix it, or switch to a different connector company for that bank.


    Rob Wilkens

  • RJ_
    RJ_ Member ✭✭

    I'm now seeing this error. The interesting part, it's only happening to my account. My wife's account is currently working..

  • same here RJ. My husband’s worked for 3 months after mine stopped working. But last week it finally failed. 😞

  • RTA
    RTA Member

    I have tried to access my Merrill Lynch account to upload for my Accountant before year end. It looks like Simplify and Quicken have been working on this issue without resolution for quite a while.(Several Months)

    I've just been notified of my annual cost increase in my Simplifi account, and wonder why I should continue if this problem cannot be resolved in a timelier manner?

  • It's been a couple of days that my Merrill accounts are not connecting to Simplifi. Simplifi says the issue is being investigated. Anyone else seeing same issue?

  • I cancelled my subscription!

  • I cancelled my service because of Merrill. Simplifi is too expensive for the level of service it offers (low to none)

  • RTA
    RTA Member
    edited December 2024

    I have tried to access my Merrill Lynch account to upload for my Accountant before year end. It looks like Simplify and Quicken have been working on this issue without resolution for quite a while.(Several Months)

    I've just been notified of my annual cost increase in my Simplifi account, and wonder why I should continue if this problem cannot be resolved in a timelier manner?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited January 13

    @RTA, thanks for reaching out to the Community!

    The known issue with Merrill Lynch is still being worked on. Unfortunately, we don't have any additional news to share or an ETA to provide for a resolution. As soon as we do, though, we will be sure to update our Community Alert accordingly! You can bookmark the Alert to receive automatic updates.

    In the meantime, you can update the account manually by adding transactions as they occur: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#add-a-transaction

    We apologize for the inconvenience and appreciate your continued patience!

    -Coach Natalie

    *Check out Quicken Simplifi's Community Meetup Newsletter!

  • PK Millen
    PK Millen Member

    Does anyone at Quicken read these messages? It's now going on 4-5 months with a known problem that should easily be corrected. I'm just not understanding why this issue is not a priority. Really like the product but am now searching for an alternative that can connect to my accounts at ML.

  • Myturn
    Myturn Member

    I am able to connect to Merrel Lynch with another Money Management product so I know it can be done very easily. I know mine has a choice of 3 separate connectors to use to link to ML . Unfortunately for a lot of people, going to another product requires a lot of time and effort. Most have a lot of time invested in this product but feel uneasy that all of their time has been wasted. When accounts can not be linked, it can’t be considered a complete assessment of their financial situation. You would at least in the other community forums remind us at least once a month if there is any change but we are not even getting that now. Don’t make people have to start all over because if they move, they might like the other product better.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone, thank you all for the feedback! The known issue with Merrill Lynch and Merrill Edge is still ongoing and we currently do not have an ETA to provide on a resolution. Our Community Alert can be followed for updates in the meantime, as we will be sure to post any news there.

    We apologize for the inconvenience this issue is causing and appreciate everyone's continued patience.

    Thank you!

    -Coach Natalie

    *Check out Quicken Simplifi's Community Meetup Newsletter!

  • MishaM
    MishaM Member ✭✭✭
    edited January 3

    [removed - accuracy/speculation] …fingers crossed!!

  • Smile and Dance
    Smile and Dance Member ✭✭

    I gave up waiting on this and switched my ML account to manually while I research other options. Can’t believe it’s taken this long to resolve. Very disappointed.

  • Dave L
    Dave L Member ✭✭✭
    edited January 13

    Concerned that a connection with one of the largest banks is still not working after over 3 months. Please prioritize!

  • MichaelM
    MichaelM Member
    edited January 13

    My primary investments are at Merrill Lynch. I just signed up for Quicken Simplifi because I thought this would work as advertised and come to find out that there have been connection issues for months and months. What is the issue? Failing to update your connector cannot be a lack of engineering resources to prioritize a major financial institution. Therefore, do you need help with connecting to the right people inside of Bank of America CISO or some other office? MyMerrill site seems to imply they can allow 3rd party connections using OAuth.

  • Phillysportsfan
    edited January 13

    This is absolutely ridiculous. This issue has been going on for months and there have been very few updates.

  • lorirunner
    lorirunner Member

    This is still an issue for me too. I've been receiving the FDP-105 error for over 90 days and am unable to (re)connect my ML.com accounts. I've tried mobile, desktop, web (different browsers). I've tried disconnecting, reconnecting, connecting new, …. Nothing seems to work.
    I just called the support team at Simplifi and was "assured that the Product Team is working on this known issue". There is no ETA for a fix at this time. The support person couldn't tell me any details — ML issue? Simplifi issue? Not sure.
    Hopefully this can be resolved soon? 😫

  • Myturn
    Myturn Member

    Just found out that you can import transactions but cannot export transactions. I sure wish I could.

  • Coach Jon
    Coach Jon Moderator admin
    edited January 9

    Hello @Myturn,

    Thanks for reaching out. This support article we have explains how to export transactions to a CSV file in Quicken Simplifi! https://support.simplifi.quicken.com/en/articles/3404263-how-to-export-transactions

    I hope this helps!

    -Coach Jon

  • Piranhapr
    Piranhapr Member

    When I started to have Care code: FDP-105 during the first week of December 2024. For that time I noticed that Merrill updated their web page some days before.
    Hope this help.

  • Roux
    Roux Member

    This ticket has officially been opened 4 months ago, and the (extremely vague) last update was 3 months ago. The lack of transparency is frustrating.
    Like many others, Merrill is my main financial institution, so my Quicken subscription has been worthless for a few months.

  • Piranhapr
    Piranhapr Member

    This is my second month and I can't track my investments.

  • Jay McBain
    Jay McBain Member
    edited January 13

    I just cancelled my annual renewal that was happening next week due to this ONE issue. Quicken updates ML just fine - perhaps someone can walk across the hall and ask how they are doing it.

    I could understand if this was a small Credit Union in some flyover state - but it is 2nd BIGGEST bank in the U.S.

  • jba122
    jba122 Member
    edited January 13

    it’s pointless to pay for a service like this if it cannot sync with major institutions like ML. Please address asap or I have no choice but to go elsewhere.

  • strongarm55
    strongarm55 Member
    edited January 11

    My Merrill connection worked until beginning of December. From the thread it looks like this issue has been going on since September. I'm now one month without a connection to my main investment bank…a financial institution that happens to be one of the largest in the world. I migrated to Simplifi when Mint was sunsetted, and I was adjusting well to the service, apart from a few gripes (still no 2-factor auth which should be one of the top feature updates from a security perspective, and no way to split transitions and budget them forward). This is now the second account that has a connection issue (the other is PennyMac which just got fixed after 7 months). This is unacceptable for a paid service. If a resolution to the connection issues isn't resolved soon, I'm finding a new budgeting software. Thank you.

  • strongarm55
    strongarm55 Member
    edited January 11

    I made a comment 10 minutes ago, and it magically disappeared. Not sure if it was a technical glitch, or was deleted (at least I can't seem to find). Either/or, horrible experience on top of the Merrill issue. I lost connection to Merrill at the end of November, and I'm dumbfounded how connections to one of the largest investment financial institutions can take this long to fix. Especially with this being a paid service. This is enough of a frustration to explore other budgeting apps if not resolved soon. Thank you.

This discussion has been closed.