I am experiencing half of this problem. I have regular brokerage accounts and a Merrill Edge account. I am presented with a list of all my accounts, CMA, Edge, IRA, and ROTH. I check them all or I only check the Edge and try to download. Only the regular CMA brokerage account works. The Edge never downloads. It is available in PDF form inside my ml.com account but I need it to import into TurboTax.
I have calls Merrill and they claim all is prepared and ready for TurboTax to import in my Edge account.
