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Level 1
February 16, 2026
Question

Merrill Edge brokerage data not importing

  • February 16, 2026
  • 2 replies
  • 29 views
I open the import, open my account with user name, password, the page says downloading, then says sucessful, but no data shows up in Turbo tax

2 replies

Level 2
February 19, 2026

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.