MERRILL LYNCH ACCESS
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?
Answers
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@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:
We apologize for the inconvenience and appreciate your continued patience!
-Coach Natalie
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Concerned that a connection with one of the largest banks is still not working after over 3 months. Please prioritize!
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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.
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At what point is Quicken going to actually address this issue? Merrill Lynch has not been updating since November 2024! It’s a new year and we are unable to access any of our data from last year. This is unacceptable. I know you “appreciate our patience” but it’s running out quickly.
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