Why does Mint show one of my Merrill Lynch IRA accounts as a checking account?

My Merrill Lynch accounts have starting behaving incorrectly the past few weeks, but I have gotten them straightened out with the exception of one of my IRA accounts that shows up as a checking account.  Please advise.

Answer

Hello there petek26

I'm sorry to hear that your Merrill Lynch IRA account is showing up in Mint as a Cash account. I apologize for any inconvenience the miscategorized account is causing, my goal is to get your account listed properly. 

I'd like to share that Mint should pull the account in as it appears on the bank site, can you confirm how the account is categorized there? 

If your bank is showing that the account is under Cash, I apologize but we can't make the change from our end. However, if the account DOES show up as a INVESTMENT from your bank and different in Mint, then we are more than willing to assist you in changing the account type in Mint. 

Please note that when this is fixed in Mint, we'll pull in a new account with the correct categorization, and with that transactions for the last 30-90 days will also be pulled in. This means you'll have to manually mark any duplicate transaction’s as such. The miscategorized account will remain in Mint, along with your transaction history, but it will appear as dead/inactive.

If you understand this and still wish to move forward, please reply to this email and we’ll request that the change be made. Hope to hear updates from you very soon. Thank you for your patience and understanding. 

Have a wonderful day!

Mint Christine

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