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I didn't have to do "reset account" or deactivate/reactive online transactions. From each account register, I went to "Edit account details" and overwrote the old account number with the new account number (which I got from the ETrade website). And my ETrade banking accounts kept their old account numbers, so they just continued to work fine.
I was able to download transactions manually from the Etrade website. I found the download icon tucked away on the Account / Transactions page. The icon is on the extreme right in the Transactions header ribbon. Once you download the OFX file and open it in Quicken you have to select the linked account manually. It's not great, but it beats typing.
Are you trying to add a personal E*Trade Brokerage account or E*Trade IRA? Use Quicken E*Trade. For checking accounts with E*Trade Bank use E*Trade Bank. To start the process, click the "+" (Add Account) icon in the Account Sidebar title, type "etrade" into the search field, make your selection and follow prompts to complete the process.
Seems like Mac Quicken does not "support" Etrade's two-factor. 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. 1. Open Quicken and go to the Accounts menu and choose Update All Online Accounts 2. Wait for the Account Status window.
I tried logging in to etrade and was presented with a bunch of different etrade banks. I finally was able to log in with the etrade quicken login (not sure how that's different from the other etrade accounts). However it only shows my brokerage account and added that. I am unable to add my ESPP & RSU account that is under the same login.
I have changed the account number to the 9 digit account but the accounts will still not transfer after the last entry 8/25/2023. I wonder if I must first close the account or select reset after I change the old E*trade account number to the new 9 digit Morgan Stanley number. Any guidance would be appreciated. TH
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 reconnected e*trade in QW with no errors.
Just logged into Etrade using browser. At top was a message about the account number changes and a link to view a table of the old to new numbers. All I had to do was edit each of the 3 Etrade accounts in Quicken to update the account numbers to the new numbers (without any spaces).
I just started using a MacBook Pro from being a long time Windows user and had issues getting my Etrade accounts to download. The only way they work right now is Direct Connect. I've still got my Windows data file going and it too is Direct Connect for Etrade. No other option works…at least on my end.
When setting up downloads for your file, use the common E*TRADE login, and when you see the list of all your E*TRADE accounts on that login, select to link to your existing accounts, but select to ignore the accounts you don't want in your file. Similarly for your wife's file--she logs in using the common E*TRADE login, links to her existing ...