Convert Merrill (Lynch / Edge) Statements to CSV & Excel
Convert a Merrill Lynch or Merrill Edge statement PDF into a clean spreadsheet, or a QuickBooks-ready file.
We'll email you as soon as Merrill conversion is ready.
What about Merrill's native export?
Merrill offers some CSV, but the PDF "Tax Reporting Statement" and combined advisory accounts don't export cleanly, and "import Merrill into QuickBooks" is a common dead end. Converting the PDF fills both gaps.
What you get
| Section | Fields extracted |
|---|---|
| Holdings | Symbol, quantity, price, cost basis, value |
| Activity | Date, type, symbol, amount |
| Income | Dividends, interest, gains |
| Summary | Account beginning/ending value |
How to convert your Merrill statement
- 1 Download your Merrill statement PDF.
- 2 Upload the PDF here.
- 3 Review the extracted data.
- 4 Download CSV, Excel, or a QuickBooks-ready file.
FAQ
Merrill Lynch and Merrill Edge both?
Yes — both Merrill Lynch (full-service) and Merrill Edge (self-directed) statement formats.
Can I import into QuickBooks?
A QuickBooks-ready (QBO) export is supported for Merrill — a common request the big tools don't serve well for brokerage.
Does it work on scanned or photographed statements?
Yes — scanned PDFs, faxed copies, and clear phone photos are supported via OCR, in addition to native digital PDFs. Image quality affects accuracy, so a straight, well-lit scan converts best.
Is my financial data safe?
Files are processed for conversion only and deleted automatically afterward — nothing is stored, sold, or shared. Transfer is encrypted (TLS), and we keep no copy of your statements after you download your spreadsheet.