Merril Lynch account still not working
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This is my second month and I can't track my investments.
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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.0 -
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.
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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.
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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.
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It would be great if a coach could give an update. [removed]
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Hello All,
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 Kristina
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Thanks for responding @Coach Kristina ! It’s very frustrating when there are infrequent updates on important and long standing issues like this. Can you tell us a bit more about the problem? Is it dependent on ML doing something, or is this 100% with Simplifi to solve?
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This issue with Merrill Lynch not updating has been ongoing for quite some time now. I really don’t understand how it could possibly remain unresolved. We, the paying clients of Quicken, deserve more than this.
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Thank you @Coach Kristina for updating the thread to share the Product Manager’s non-committal “we are working on this” vague non-answer. I think at this point (4+ months in), your customers deserve a little information. Maybe it would be less frustrating and upsetting for us if you could share WHY the ML integration broke and has remained broken for so long. A very rough “fix” time estimate would also help us (me) decide whether we need to make a platform switch.
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I'm just periodically going to chime in on threads like this to note for anyone unaware: Quicken does not manage the financial institution connections — they hire a 3rd party to write that part of the code, because that is a different talent than writing an app. Quicken pays at least 2 or 3 different companies to manage these connections, and Quicken themselves most likely are not "working on it." They can say it's being worked on, but not by Quicken, but instead by some other company. Quicken, so far as I know, has little say over the priority those companies give to fixing any one financial institution connection, and sometimes, financial institution support requires the financial institution themselves to make changes (as we saw with Chase recently).
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Rob Wilkens2 -
Thank you Rob. Appreciate your insight on this.
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HELLO QUICKEN, why has this not been given a priority to be fixed. UNACCEPTABLE.
I have been using trial versions of software from several of your competitors and each of them are able to connect to Merrill Lynch with no problems.
I had a different issue with Simplifi coincidentally related to a connection with Merrill Lynch that took months for support to even recognize its was their problem while all the time blaming the bank instead of tying to fix the issue. Now here's another that Quicken seems to be blaming Merrill Lynch again.
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The one with the most connections wins! Third party or not!
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Im frustrated, simplifi is useless without this data for me. I spent all this time moving from mint and now Im going to need to find another product.
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[removed] Since Simplifi knows which users have an ML account connection that is not working, perhaps as a good will gesture you could credit back the portion of the subscription fee representative of the proportion of term that this has been not working. What do you think? I bet It’s more profitable than losing customers and creating net detractors.
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My Simplifi subscription renews in early April 2025. If Quicken can't fix this by then, I will cancel my subscription and go elsewhere. This is completely ridiculous and certainly not "Simple". GET ON IT!
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The connection finally appeared to be working yesterday (!!!!) for my husband's login so I tried to add my login back to my Simplifi account and I get the message:
"You have already added all your accounts at this bank."
I thought perhaps I can now only have one login for the same institution so I deleted hislogin so I had no ML connections at all in my list of banks and I am still getting "You have already added all your accounts at this bank."
Any help on this one from the Quicken coaches? I was so hopeful that this problem had been resolved.
Many thanks.
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Getting a 594 now instead of 105. Please advise. Don’t see Merrill Edge as one of the options.
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Here is the screen shot of the error message. My ML accounts are not in fact added or showing up - yet I get this message.
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Me too!
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Me too- I'm also able to connect my husband's accounts, but when I try to connect mine with a different login, it says "All your accounts are connected."
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@Coach Kristina I'm no longer getting the 105 error, it's just now Simplifi/Merrill thinks all my accounts are connected when I'm missing 2 new ones. Any help with this new error? Other people are reporting this issue: Spouse's accounts are connected, mine are not, and Merrill/Simplifi thinks all accounts are connected.
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In general, each financial institution, for any bank, only allows ONE login (one i.d.) because each Simplifi account is for ONE person. Each person, as it stands now, would need to have their own simplifi sign in, as i understand it, and then you would use space sharing so you could see each other's accounts.
This is not ideal, but it's how it's worked so far for all banks (except some banks are listed under multiple names (as if different institutions), so you can create a separate account with that)
-Rob
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Rob Wilkens1 -
Thanks RobWilk. I get this (don't like it but who cares) but now neither my login NOR my husband's is working. (FWIW, both worked before the 105 error popped up last fall). I am willing to accept I can only use one login but I don't even have that currently. It says I have already linked my accounts for ML and no accounts are linked!
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Hello @HMC,
I would see if resetting the connections for your existing account under Merril Lynch works to help in this situation. Or a fresh new connection. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts and add the new ones if it is able to locate them. Let us know!
Thanks,
Coach Jon
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@ Coach Jon - that is not available option. When I try to add ML and it tells me I can't because the accounts are already added, it lists ML as an institution at the bottom of my accounts but with no actual accounts associated. And if I click on the three dots, making it manual is not an option. There are no accounts to MAKE manual. This is what I see…
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@Coach Jon I have an IRA, Roth IRA and two 529s for my kids. My husband has an IRA. And then we share a CMA (cash management). I don't know what would be considered an external account. But all 6 of these accounts were syncing with Simplifi perfectly fine until September of last year. I have no idea how to check for enabling third-party sharing but given Simplifi is saying ML is already linked (it is NOT), I would think they are enabled. I haven't changed anything on my end.
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@Coach Jon I have a Brokerage account and I am facing an issue where I cannot reconnect with my ML account. Can you advise if I should remove the account and re-add, or is there anything else you need to troubleshoot?
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