Etrade no longer uploading interest income transaction after Morgan conversion

mwpowers55
mwpowers55 Quicken Windows Subscription Member
edited September 2023 in Download, Add/Update Accounts (Windows)

After Morgan Stanley conversion on June 15 Etrade will no longer upload interest income transaction on securities because morgan changed the description sent with a interest income transaction. Etrade will not fix this telss me to call Quicken. I hope Quicken can help

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @mwpowers55,

    Due to the nature of this issue, I recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance!

    Quicken Kristina

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