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Merrill Lynch Benefits OnLine

Questions about updating prices or transactions in Fund Manager

Postby BobC » Thu Mar 10, 2016 6:14 am

Hi Mark,

Is it possible to download transactions from Merrill Lynch Benefits OnLine? The website is http://www.benefits.ml.com. Thanks.

Regards

Bob
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Postby Mark » Thu Mar 10, 2016 7:26 am

Hi Bob,

I'm not sure. Did you try retrieving from the regular "Merrill Lynch" server? If that doesn't work, you might look on their website, or call them, and ask for instructions on how to retrieve transactions into programs like Fund Manager and Quicken. If they give Quicken instructions, use those same instructions for Fund Manager.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Tom » Fri Dec 09, 2016 12:06 pm

Bob,
any luck? I'd like to do the same
Tom
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