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Merrill Edge brokerage data not importing

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
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2 Replies
FatDave
New Member

Merrill Edge brokerage data not importing

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.

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