E Trade / Morgan Stanley
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
Answers
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Go here:
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.
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Give it a try, thank you. Intuit and Quicken, see how long I've been using??????
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