Etrade Morgan Stanley downloads only working for "Simple Tracking, not showing purchases & sales
After reading a number of other etrade> Morgan Stanley posts, I notice a few differences and I'd like to ask what will get me back to "downloading all purchases, sales of securities and interest & dividends".
I've used quicken for years, and always use Complete Investment "Registers" with complete position and transaction information with dates (similar to a checking account register)
Currently, I've changed the account numbers to the Morgan Stanley ones and it's only downloading things like dividends & interest transactions for each account, but not purchases & sales of securities. It changed itself to "Simple tracking" during the switch to morgan stanely, but I changed it back on each account in account edit/ general/ complete tracking but that doesn't help it download the purchases & sales.
I'm still using financial institution : "Quicken E*Trade" and if I re sign in it says "us.etrade.com" Is this ok?
I confirmed on etrade.com that I have said yes to 3rd party data connections.
I saw someone say they are using direct connect, but mine says "one connection method, Express Web Connect", is this ok? Or do I need "direct connect" which I don't see how to switch to.
Any other ideas?
As I say, my connection works for "interest and dividends, but not the information to keep my holdings correct (numbers of shares, buys & sells, etc)
Categories
- All Categories
- 46 Product Ideas
- 35 Announcements
- 216 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 694 Welcome to the Community!
- 668 Before you Buy
- 1.2K Product Ideas
- 53.5K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 811 Quicken on the Web
- 110 Quicken LifeHub