Onestep and Manual Updates Not Correctly Linking ETrade (E*Trade) Accounts to Quicken

James J

I have multiple accounts with ETrade, all under the same userID and password on their site. Starting about a week to ten days ago, Quicken stopped recognizing how the accounts on ETrade's site linked to the accounts I have (and have had, for many years) in Quicken. When I go through the process of resetting the problem accounts' web access (they're using Express Web Connect), Quicken will first tell me that ETrade's site is asking for additional login info and ask me if I use 2FA. I chose "no", then Quicken finds all my accounts at ETrade but for most of them won't let me choose how to link them to the accounts I have in Quicken. Instead, where you would normally choose "link to existing account →" I just see "Do Not Add to Quicken". I cannot change that.

So, something broke here recently, I assume it's related to the problem that's been ongoing for a week or so with onestep updates in general.

Quicken Jasmine

Hello @James J,

Thanks for bringing this issue to our attention!

Could you please submit a problem report with your log files, and if possible, include any relevant screenshots? Here's how you can do that:

1. In Quicken, go to Help in the top menu.
2. Select Report a Problem from the dropdown.
3. In the window that opens, fill out the description with as much detail as you can about the issue, including the steps you're taking when it happens.
4. Make sure to check the boxes to include your log files and screenshot, if you have one.
5. Click Send to Quicken.

Once that’s submitted, let me know here and I’ll take a look at the internal logs to see what’s happening during the E*Trade account link process. Thanks again!

Quicken Jasmine

https://community.quicken.com/discussion/7961923/onestep-and-manual-updates-not-correctly-linking-etrade-e-trade-accounts-to-quicken

I have not heard from you yet, do you still need assistance?

Let me know!

Quicken Jasmine

https://community.quicken.com/discussion/7961923/onestep-and-manual-updates-not-correctly-linking-etrade-e-trade-accounts-to-quicken

Just checking in once more before this thread is closed due to lack of activity!

James J

Hi @Quicken Jasmine

I submitted the help request, subject line is the same as the subject of this thread. I was not able to upload all logs due to size constraints so if you need any of those I've left off, please let me know and we'll figure out a way to get those to you as well. I was trying again today to get the accounts from E*Trade to match up with the accounts in Quicken, but I'm seeing a bit of add behavior.

Quicken Jasmine

Hello @James J,

Thanks for reaching back out and for providing your logs.

First, 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!

James J

@Quicken Jasmine That did the trick, thanks for the recommendation!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20488949#Comment_20488949

Wonderful! I am glad that I could assist you in getting your accounts up and running again!

Please reach out if the issue returns or if any others arise!