E*TRADE Update Error OL-295 (WINDOWS)
Answers
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After deactivating/activating "Online Services" in Quicken for my E*Trade accounts, I was able to connect today.
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mine doesn't work, asks me if i changed my password recently. i get cc-503 errors
When i download, it shows etrade twice in one step update. It shows quicken etrade, and quicken etrade loans. all i have is a regular brokerage and roth account.
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Mine is working too via Direct Connect, as of 5:00 pm today. But, looking over these posts (i.e., @JFM88 's from 8:04 pm today), It sounds like we will be asked later to switch our connection method from Direct Connect to Express Web Connect or Express Web Connect+. Is that what how we are supposed to understand Quicken's memo from September 12th, 2023 (Article ID: GEN00781) that JFM88 was referencing? Also, from looking at @tjlee089's message from 8:52 pm today, we may need to enter/re-enter some information on our E-Trade accounts.
I don't recall receiving anything from Quicken or E-Trade that a change in the connection method would be required. @Quicken, is there anything else that you can share regarding this?
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FWIW, my E*Trade bank account works fine. Error only occurs on a brokerage account.
For a variety of reasons, this being one of them, I moved everything to Fidelity. The Morgan Stanley mashup has been a disaster. Be sure to read their terms; some nice woke nuggets buried in the fine print, like their right to refuse who they'll pay.
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Mine is working again as of 11/14/23. I reconnected the accounts with the "Quicken E*Trade" connection.
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Reactivated successfully and its working again. But now Fidelity is giving OL-362-A Your financial institution has downloaded data for an account that does not exist in your quicken da…
wags Glad to be here!
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I had this happen with a Raymond James account for this first time recently. Rebooted, redownloaded, problem error did not recur. I did have an account that had long since been closed.
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Thanks for confirming that reactivation resolved this issue for you.
If you are having an issue with Fidelity, please start a new thread regarding that. If you do that, be sure to be mention whether your issue is with Fidelity Investments or Fidelity NetBenefits.
Quicken Classic Premier (US) Subscription: R59.6 on Windows 11
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Resolved on 11/13/2023.
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I have all of the same problems as everyone else. I have tried all of the same actions and with the same results. I guess we wait until Quicken and E*TRADE solves the issue. I guess it probably is caused with the change to JP Morgan
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Problem was resolved for me in the last 20 minutes. Had to start over like a new connection. But it worked fine.
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Quicken support posted that it was an Etrade issue.
I have no updates from Etrade on this issue.
My Direct Connect worked as of yesterday.
"No Matter Where You Go, There You Are"Windows 11 Pro, Quicken SubscriptionIntel Core i7-12700, 32GB Ram0 -
My Quicken download (One Step Update) from ETrade just now worked successfully, along with another download from another brokerage.
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Same problem, it is now evening on 11/14, and still without a resolution. This is a very important part of my financial life and I'm getting quite peeved.
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When I started getting an error, I deactivated e*trade from online connectivity in QW (several days ago). I too got unexpected notices from e*trade that my account was locked. I suspect a bug in OSU's backend was hammering e*trade with logins causing the FI (e*trade) to lock accounts. After resetting my account pw and verifying successful login via etrade.com I waited a few days and today reconnected e*trade in QW with no errors.
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it worked a couple days and now Nov 16 9 07 am est started again.
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I deleted etrade password in quicken password vault, put it back in and etrade update worked.
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I have done everything to correct this update problem. Basically, everything everyone else has done. This morning everything updated just fine. I believe it was corrected by E*Trade or Quicken. I guess it doesn't matter as long as it works. 😅
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ETRADE downloads still not working. When is this going to be fixed?
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It started working earlier this week. I would try deactivating Online and starting over. Worked like a charm.
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I called Etrade and the rep there helped me. I disconnected the account, then reconnected it (using bank Quicken*Etrade). After entering username/pass/2FA# Quicken was able to connected and downloaded all my shares & cash balance. However it did a bulk remove shares then add shares so all the share history is gone and cost basis is from when I downloaded. This is grossly incorrect.
Anybody else see that?
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Ok, I deleted all the add share/remove share transactions and now price history is correct. But then I downloaded again and saw on the last two dividend transactions (last few days) it had added a $0.05 or $0.06 commission cost so threw off the price per share. I've never seen that issue before, but looking back in transaction history I did see one more with a $0.01 commission.
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This still seems to be working for me since November 14th with Direct Connect.
I'd like to know with the people that had problems before and it is working now, did any of you switch your connection method from Direct Connect to Express Web Connect or Express Web Connect+?
I'm curious if we should be using Express Web Connect or Express Web Connect+ instead of Direct Connect long term.
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Only choice I got when I setup the connection to Quicken*Etrade was Direct Connect (Quicken for Mac, latest version).
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