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E*TRADE Cash transactions not downloaded

SamW618

I setup an E*TRADE brokerage account after the Morgan Stanley transition (end of Sep 2023). None of the cash transactions are downloaded to Quicken when I perform One Step Update. This includes the monthly accrued interest on the cash balance and money I transferred in from external bank account.

I have not perform any transaction on the holdings that I transferred in so not sure if that would work. Though transactions on the cash account does not work makes me wonder if I linked Quicken with E*TRADE correctly.

I am using:

Quicken Classic Deluxe.
Using "Quicken E*TRADE" to link my account
"Complete - Positions and Transactions" is selected for Tracking Method.

Please let me know if I did something wrong, or if you are getting cash transactions updated using the same parameters.

TIA!

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Comments

Twincaman

Since the merger I'm having all kinds of problems with downloads. None of the transactions are coming through properly.

Quicken Jasmine

Hello @Twincaman,

Which connection method are you using with your E*Trade account(s)? Are you receiving any error codes or messages? Were transactions downloading properly before the merger?

Thanks!