Brokerage
Does Merrill sync with finance apps?
8 of 9 budgeting apps we track that link investment accounts likely connect to Merrill.
Likely works via Plaid Plaid lists it as “Merrill” and supports investment accounts there
Covers Merrill Edge and Merrill Lynch accounts.
Broker-dealer: Merrill Lynch, Pierce, Fenner & Smith Incorporated · SEC CIK #65106 · SEC address Charlotte, NC · Official website
App by app
Inferred from whether each app links investment accounts, which data providers it says it uses, and Plaid’s public list. “Likely” is not a guarantee. Accounting tools aren’t listed: they connect bank accounts, not brokerages.
| App | Status | Why |
|---|---|---|
| Rocket Money | Likely works | Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings. |
| Lunch Money | Likely works | Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings. |
| Monarch | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Copilot Money | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| YNAB | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings. |
| Quicken Simplifi | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Tiller | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings. |
| PocketGuard | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Empower Personal Dashboard | Unknown | Uses Yodlee; no public institution list. |
Finding it in your app
When you add an account, search for “Merrill”. That’s the name Plaid’s list uses for Merrill.
- Merrill (ins_115610)
- ✓ Investments (holdings)
- ✓ Balances
- ✓ Cash transactions
Plaid list generated 2026-10-16; SEC broker-dealer list of Oct 1, 2026. Plaid notes its list is not real-time.
Did it connect for you?
Tell others whether Merrill synced with your finance app.
We show an app’s result once 3 people have reported it, counting the last 90 days. To stop duplicate reports we keep a one-way hash of your IP address and nothing else.
Before you subscribe
- Most apps offer a free trial: connect your brokerage during the trial and check your holdings come through.
- Some apps show only an account’s balance, not the individual holdings. The table above notes which.
- Monarch publishes a live Connection Status Dashboard you can search.
Other brokerages
- Fidelity Likely works via Plaid
- Charles Schwab Likely works via Plaid
- Vanguard Likely works via Plaid
- Robinhood Likely works via Plaid
- E*TRADE Likely works via Plaid
- Interactive Brokers Likely works via Plaid
- J.P. Morgan Self-Directed Investing Likely works via Plaid
- Morgan Stanley Likely works via Plaid
- Wells Fargo Advisors Likely works via Plaid
- Edward Jones Likely works via Plaid
- Webull Likely works via Plaid
- SoFi Invest Likely works via Plaid
- Ally Invest Unknown
- Public Likely works via Plaid
- M1 Likely works via Plaid
- Wealthfront Likely works via Plaid
- Betterment Likely works via Plaid
- Acorns Likely works via Plaid
- Stash Likely works via Plaid
- Cash App Investing Unknown
- Moomoo Unknown
- Firstrade Likely works via Plaid
- tastytrade Likely works via Plaid
- TradeStation Likely works via Plaid
- Tradier Likely works via Plaid
- eToro Unknown
- Frec Likely works via Plaid
- T. Rowe Price Likely works via Plaid
- TIAA Likely works via Plaid
- Empower Likely works via Plaid
- Ameriprise Likely works via Plaid
- Raymond James Likely works via Plaid
- LPL Financial Likely works via Plaid
- UBS Likely works via Plaid
- Stifel Likely works via Plaid
- Baird Likely works via Plaid
- Janney Likely works via Plaid
- Northwestern Mutual Likely works via Plaid