Connecting Merrill Brokerage account

[prasannainv]

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?

[Mark]

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.

[prasannainv]

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.