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How to configure an E-trade account for ESPP and RSO transactions
raftorres63
Member ✭✭
Trying to figure out if there is a way to download both ESPP and RSO transactions into my etrade account. I see the ESPP but not the RSO. Online I can see both are listed under the same user account. Is there a way to download both into Quicken? Thanks.
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Answers
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I assume by RSO you mean RSU
To track RSU, I suggest creating an income category and an offline brokerage account for the purpose. As lots vest, enter a MiscInc transaction for the amount vested and use these funds to purchase the shares.0
