Can't Add Morgan Stanley Private Bank CD Account

Jan G

I am using Quicken Classic Deluxe Release 27.1.60.20 on a Windows 11 PC. I have a brokerage account with eTrade and a bank account (that has a zero balance), and just opened a CD account. I can't figure out how to add that CD account to my Quicken register. When I try using eTrade Bank, all I get is my zero balance savings account. None of the other options work either…whether for eTrade or Morgan Stanley. How can I get my new CD account to show in my Quicken register?

Quicken Kristina

Hello @Jan G,

Thank you for sharing the issue you're encountering when trying to add your CD to Quicken. To help troubleshoot this, please provide more information. Are you the account owner? What is the URL that you use when logging into the account directly through the financial institution website? Is the account a sub-account?

While some financial institutions do allow you to connect a CD in your Quicken, the recommended way to track a CD is to set it up as a Security. Please see this support article for more information:

https://www.quicken.com/support/how-add-certificate-deposit-cd-quicken-security-list/

I look forward to your reply!