etrade download not working

JZY

Hi, I've tried everything, but etrade download is still not working. I got this blank box and the program will hang and I have to close it in "task manager". Tried to add "etrade bank", "etrade advisory", as others suggested but none are working. I only have self managed brokage account at etrade. There is no option for "etrade brokage".

If I export quicken file and import, it says Quicken is unable to verify the the financial institution.

Boatnmaniac

Have you tried the following?:

JZY

Thanks. Just tried that, but instead of going to the screen where I can select "direct connect", it says it can't get info on the institutiion and the account will be set up as a manual account. I was not adding an account. I was simply set up online connection. Tried with Quicken e*trade and E*trade Bank. Same error.

JZY

Problem solved. I exported transactions from e*trade, then try to import them. I got a new error [OL-297-A]. Following online instructions for error OL-297-A, I checked advance internet option, under security, "Use TLS 1.2". Then I tried to import the transactions again. They were imported correctly this time without error. Then I go to edit account, and set up online services to setup again. And this time direct connect works.

Boatnmaniac

I'm glad you got it to work for you. Thanks for posting your solution here as others might find it helpful.