Oct 1, 2025 · When Intuit disabled the Merrill Lynch Retirement Group “financial institution” that blocked all of these 401K accounts. If Merrill Lynch still wants to support Web Connect/these 401K accounts …

Oct 9, 2025 · The 401K accounts on the www.benefits.ml.com site aren't going to be able to use Express Web Connect + since it pretty clear that these are two completely different sites, and Merrill …

I found out by unable to upload QFX. I was able to connect my 401K account to Quicken. It wasn't obvious because I forgot I created an account when my company switched over to Merrill and …

For 15 years I have downloaded my monthly expense and income transsactions from ML into Quicken for Windows. From the ML website, "Accounts," "download account data," #1 All accounts, #2 …

Can anyone tell me if Merrill Lynch supports Quicken transaction downloads? I am trying to set up the account to download transactions thru online services but Quicken does not list Merrill Lynch as a …

Oct 1, 2022 · If your 401K is one from another employer and Merrill Lynch is simply administering it for that employer, you will probably need to contact the Plan Administrator at the employer to make this …

Nov 30, 2025 · I should also add that the issue happens only with my Merrill Lynch Benefits Online 401K account and not with any of my Merrill Lynch Investments or Fidelity Investments accounts, which …

Oct 1, 2025 · This discussion was created from comments split from: Bank of America Discontinued Importing of QFX Files - CC-885 (QWIN).

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

When I attempt to Update All Accounts, I get a Quicken pop up telling me Merrill Lynch Investments are transitioning… (1st screenshot). I click on the Update Connection button and I'm eventually (2nd …