Merrill Edge Holdings not syncing over

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Stephen Petrey (smpetrey)
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  • Completed

I connected my Merrill accounts but none of my holdings will sync over. It only displays the current value of the portfolio:

Image 67028

Looking at other tickets in this forum it looks like this has been an issue for a long time. Others have mentioned that the daily sync doesn't bring over the holdings either.

Can you please address and fix? I'd really hate to cancel my Premium Membership over this...

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Satisfaction mark by Stephen Petrey (smpetrey) 2 years ago

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SA Admin Shubham Shresth
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Hi,

This was fixed.

Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

Replies 4
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-1
anonymous

i had the same issue, i was able to sync, however by choosing "merrill lynch". I did however notice that it brought all my stocks but did not bring the cost basis

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Stephen Petrey (smpetrey)

oh that is handy! I can also confirm adding Merrill Lynch brings in my portfolio but no cost basis synced 😢 what a bummer

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1
SA Admin Shubham Shresth
  • Answer
  • Completed

Hi,

This was fixed.

Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

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1
Stephen Petrey

Please re-open this is not fixed. Im unable to sync any of my Merrill Edge portfolios now 😢