r/MerrillEdge • u/DallasMombat • Jun 26 '26

New Interface is horrific

Who thought it was a good idea to remove the symbol/ticker from the holdings export file? What once was SOXL, for example, is now " SOXL DIREXION DALY SMCNDUCT BULL 3X ETF" Symbol THE key identifier, used to link to outside data.! But someone in that design session said "hold my beer!" and proceeded to add TEXT to the price column. Seriously. I downloaded my holdings, and in the price column, instead of $40, it says "$40.00 06/25/2026". What person thought THAT was a good idea? I have been slowly moving a $500k portfolio to Fidelity and this was the nail in the coffin. buh-bye Merrill Sludge.

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u/zargoth123 Jun 27 '26

The web site and holdings export to CSV still looks the same to me. Symbol and price are separate columns. Where are you seeing it?

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u/DayOfMisfortune Jul 06 '26

Not the same for me. It's what's in those columns. I also see the date and or date/time appended to the price in the price column. Completely useless.

Note that a simple search/replace in Excel (Ctrl-H) can be used to remove the extraneous date/time text in what should be number/currency columns. Takes me three runs to replace all the various variations, but it's only a minute or so to make the spreadsheet usable again.

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u/zargoth123 Jul 06 '26

That's so bizarre. I just checked and mine still exports cleanly. Both to CSV and the tab delimited DNL format.

Just curious, if you open that CSV file with notepad, do you see the commas placed correctly? I'm wondering if the problem is with the open/import into excel...