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Connecting Merrill Brokerage account

General questions about using Fund Manager that do not fit into any other forum.

Postby prasannainv » Mon Jul 12, 2021 11:24 am

Can any one let me know how to establish a connection to a brokerage account with Merrill Lynch. I am trying to connect a CMA Edge account but not successful - should I use the format as 99x-99999 with Merrill Lynch &co?
prasannainv
 
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Postby Mark » Mon Jul 12, 2021 11:29 am

Please check with your broker. You might be able to find instructions on their site, or you might have to call them. They may not be familiar with Fund Manager, so if you ask for instructions for Quicken, use those same instructions with Fund Manager.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby prasannainv » Mon Jul 12, 2021 11:49 am

Thanks Mark- I advice on assets on held away mode. So cannot call them without involving my customer. So trying my luck to see if anyone else has figured this out.
prasannainv
 
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