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!