I am trying to link my accounts for automated transaction downloading. I'm having a number of different problems since the morgan stanley conversion… most alarmingly, i've made a number of trades in my e*trade brokerage accounts in the last few days Etrade has not been connecting or downloading transactions for the past several days
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Since morgan stanley/quicken/etrade no longer supports importing transactional data into quicken classic i'm curious how others are tracking this?
When i started getting an error, i deactivated e*trade from online connectivity in qw (several days ago)
I too got unexpected notices from e*trade that my account was locked I suspect a bug in osu's backend was hammering e*trade with logins causing the fi (e*trade) to lock accounts After resetting my account pw and verifying successful login via etrade.com i waited a few days and today. About a week ago (maybe less), my quicken for mac stopped connecting to e*trade
After a few days of failure, i disconnected the connection from the account settings, and reconnected This fixed all of the connections to my e*trade bank accounts Unfortunately, the connection did not bring back any brokerage accounts When trying to setup a new etrade brokerage account in quicken windows 11 home (version r63,21), only simple investing is available for the account (express web connect method).
I had a few issues when the transition from etrade to morgan stanley occurred, and most finally worked themselves with a little help from myself
However, this bond and cd name issue is something i've yet to tackle I have a brokerage account with etrade that holds ten cds/bonds. Since every login requires a new code from the vip app, i just login to my etrade account in quicken every time i want to sync transactions Open quicken and go to the accounts menu and choose update all online accounts 2
Wait for the account status window.