Merrill Edge hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.
Unlike many brokers, Merrill Edge will return all your transactions from their OFX server. Our program can handle up to 80,000 transactions.
To retrieve information from their server,
you will need the following information:
Merrill Lynch Login ID
Merrill Lynch Password
Please email us at email@example.com with new information if any of the above is out-of-date or incomplete.