Oct 1, 2025 · When is Quicken going to update the current version (Quicken Classic Business & Personal) to automatically upload transactions and price history for Merrill Lynch Benefits OnLine …

Jan 6, 2026 · The issue is that for Merrill Lynch 401K (Benefits Online) — in Quicken as "Merrill Lynch Benefits Online)….BOND Funds are reported as 100x FEWER shares than actually held. This isn't …

Why doesn't Quicken work with Merrill Lynch Benefits online? I select the institution from your dropdown list, verify the web address displayed on your dropdown list, click setup and your system brings me to …

I tried downloading transactions from the Merrill Benefits online site and could only find a CSV file export.

Previously, Merrill Lynch Benefits Online downloaded a QFX file, which Quicken could import. Now, one must use the Update command.

Oct 1, 2022 · I don't want an offline account, I want to connect to my account online. The entry in the "Search for your financial institution" search results is "Merrill Lynch Retirement Group".

Oct 1, 2022 · I select Add Account -> Merrill Lynch Retirement Group (i.e. www.benefits.ml.com), then "next" -> complete investing -> next. I see "add your offline Brokerage account". I don't get a login …

Unable to connect to Merrill Lynch Benefits online for 401K relocatedbear Quicken Windows Subscription Member May 2022 edited June 2022

with the change to Express Web Connect+ I had the issue with my 401k no longer downloading.

Good day. I used Merrill Lynch Retirement (benefits.ml.com) with Quicken for my old employer for YEARS without issue.