Can't download from E*trade

iatgohf
iatgohf Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

For the last few days I have been unable to download any transactions from E*Trade. I am using direct connect on the latest version of Quicken classic for windows. It appears to go through all the motions, but nothing downloads. When I try and reset the account, it tells me there is a problem and to try again later. Anyone else having problems? Any ideas?

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @iatgohf,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.Let us know how it goes!

    -Quicken Anja
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  • iatgohf
    iatgohf Quicken Windows Subscription Member ✭✭

    Not only did that not work, but now I have summary display screen for each of my E*Trade account instead of the register.

  • JMP-NY
    JMP-NY Quicken Windows Subscription Member ✭✭
    edited November 8

    Yes, this is an ongoing issue with E*Trade/Quicken - if you reset or deactivate/Activate it changes the account - Simple Positions Only and creates the summary view you are seeing. Only way to return is to restore a Quicken backup and then manually download transactions since Quicken has not addressed this for months.

    Following the moderator suggestion might cause this to happen! [Edited for Readability and Speculation]

    or just make sure you have a current backup so you can restore after you try her suggestion.

  • iatgohf
    iatgohf Quicken Windows Subscription Member ✭✭
    edited November 8

    That is exactly what i ended up doing. Going to a backup and then manually downloading transactions for 1/2 the accounts. [Removed - Language]

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