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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Multiple E*Trade Accounts under 1 log on - Only 1 account downloads updates
DAKn2
I have one log in at E*Trade for both my IRA and Roth IRA accounts. Quicken Update (Windows subscription is up to date) only updates the IRA, nothing for the Roth.
I have tried manual forcing an update on just the Roth account; resetting; deleting and creating all over again; Direct Connects and Express Web Connect. In all cases the IRA account downloads everything, while the Roth is always blank.
Any ideas?
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Quicken Anja
Hello
@DAKn2
,
Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.
If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first
save a backup
file prior to performing these steps.
Navigate to
Edit
Preferences...
Quicken ID & Cloud accounts
Click
Sign in as a different user
(or it might say
Sign in using a different Quicken ID
)
Follow the prompts to
Sign Out
Sign back in using your Quicken ID (
email
) and password
Once that is done, see if the issue still continues to persist.
I hope this helps!
DAKn2
> @"Quicken Anja" said:
> Hello @DAKn2,
>
> Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.
>
> If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.* Navigate to Edit
> * Preferences...
> * Quicken ID & Cloud accounts
> * Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
> * Follow the prompts to Sign Out
> * Sign back in using your Quicken ID (email) and password
>
> Once that is done, see if the issue still continues to persist.
>
> I hope this helps!
I went to try what you outlined and surprisingly both accounts updated this morning with absolutely no changes on my part.
None the less - Thanks for the suggestion!
Quicken Anja
Thanks for the update! Glad to hear all is working now.
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