E Trade / Morgan Stanley

Question

E Trade just change all account numbers to Morgan Stanley account numbers.

Cannot download transactions, so why am I paying for Quicken Deluxe??

Quicken, I change the account number in the "edit" account feature, but Quicken keep sending the old account number.  So Mr Intuit, how does you get his $ back for a faulty product or get help from your engineers on fixing this problem…  Send the $56 or let me know how to get the service promised..

John lost in USA

john_in_USA · Answer

Give it a try, thank you.  Intuit and Quicken, see how long I've been using??????

Tom Young · Answer

Go here:

https://community.quicken.com/discussion/7939477/linking-etrade-accounts

and you'll find lots of posts about the various ways users have made this number transition work.

I don't have any Etrade accounts - moved away from them years and years ago - but probably the first thing I'd have tried if this post wasn't available is:

* Made a backup
* Deactivated all Etrade accounts from downloading
* Deleted the Financial Institution and Account Number information on the General tab of Account Details
* Selected one of the Quicken Accounts and clicked on Set up Now under the online services tab
* Selected the correct Financial Institution - don't know if it's "Etrade" or "Morgan Stanley" - and then LINKED the accounts Quicken found to the appropriate Quicken Accounts.

A FYI:  Intuit no longer owns Quicken and hasn't for quite a while now and I think Etrade/Morgan Stanley dropped the ball by not laying out a method to handle the changeover in account numbering for its customers that use Quicken.