Merrill Edge Holdings Updating Incorrectly
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RichTexas
Member
I have 2 brokerage accounts at Merrill Edge under the same login. They were working fine till one week ago. Now only one of them shows the correct holdings and balance. The other account shows the correct balance but incorrect holdings (seems to be showing holdings from the first account). I have tried to remove both accounts and add them in (one at a time and separately), but the problem hasn’t resolved. Anyone else seeing this?
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@RichTexas, thanks for posting to the Community regarding this issue!
We'd be happy to take a look at this with you. To get a clearer picture of what's going on, please provide some additional details for the problematic account:
- The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
- The balance (Market Value) for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- A screenshot of the holdings on the bank's website for a comparison.
We look forward to your reply!
-Coach Natalie
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