Connecting Merrill Edge takes about 90 seconds. You click Connect on Merrill Edge's card in QuantWheel, log in on Merrill Edge's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- QuantWheel PRO, QuantWheel GEX, or an active $1 trial.
- A Merrill Edge account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
- In QuantWheel, go to Settings → Broker Integration (or click Manage Brokers in the top bar).
Find the Merrill Edge card in the list of supported brokers and click Connect.
An authentication modal appears showing the Merrill Edge logo and the next three steps: directed to Merrill Edge, log in, and confirm data sharing. Click Continue.
You're redirected to Merrill Edge's own login page. Enter your Merrill Edge username and password. If you use two-factor authentication on your Merrill Edge account, complete it here.
Merrill Edge displays a consent screen listing the read-only access QuantWheel is requesting — positions, transactions, and balances. Approve the request.
You're returned to the QuantWheel Broker Integration page. Merrill Edge now shows as Connected with Account is syncing status.
This process takes up to 15 minutes.
*In some cases, brokers may need up to a full 24hrs to update their positions in the future. *
Open Open Positions and the Journal to confirm your positions and trades are appearing.
Common issues
Nothing appears in Open Positions after I connect.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
I got an error on Merrill Edge's login page.
The login step runs on Merrill Edge's own website, not QuantWheel. If Merrill Edge returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to Merrill Edge directly, retry the QuantWheel connection.
Can I connect multiple Merrill Edge accounts?
Yes. After the first account connects, click Connect on Merrill Edge's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
Is QuantWheel able to place trades on my Merrill Edge account?
No. Connecting Merrill Edge grants read-only access to positions, transactions, and balances. QuantWheel cannot place trades.
How do I disconnect Merrill Edge?
Go to Settings → Broker Integration. On the Merrill Edge card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
Do I have to re-authenticate after some period?
The OAuth token Merrill Edge issued stays valid until you revoke it from Merrill Edge's side or disconnect from QuantWheel's side. If Merrill Edge force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.