ETrade with Employee Stock Option (ESPP)

SachOnly
SachOnly Quicken Mac Subscription Member
edited December 2022 in Investing (Mac)
Hi,

Added Etrade account under investing (selected option as Quickn Etrade). It ony connected the Etrade Brokerage account. The employee stock option (ESPP) account is also under the same credentials but it didn't add in the quicken. How to add Employee Stock Option?
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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @SachOnly,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    First, I suggest creating a test file and adding the ETrade accounts to see if the same issue occurs with the ESPP account not appearing. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding with troubleshooting steps (just in case). 

    Please let me know how this goes!

    -Quicken Jasmine

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