E*Trade (now Morgan Stanley) only support Simple Investment

Howard Hoffman

Since June 1, my Quicken was unable to connect to e*Trade. I had to deactivate and then try to set up again. Now, it says This Financial Institution only support simple investment, meaning I can only download position information, not transaction.

Does anyone else have the same problem?

If this it the case, can anyone recommend a brokerage that's friendly to Quicken?

Thanks

Quicken Anja

Hello @Camphw,

Thank you for reaching out and telling us about your issue!

If you don't mind, I'd like to start off by having you create a new file (test file) to see if you experience the same issue in a new file as well. In doing so, we will be able to determine if this is caused by an issue within your data file or if this is how the data is being sent through the servers by the financial institution.

Follow the steps below to create a test file:

1. Choose File menu > New Quicken File.
2. Select New Quicken File.
3. Click OK.
4. In the File name field, enter the name of the new file then Save.
5. Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt. 
6. Select to not use Mobile (if prompted).
7. Click Add Account to try adding the account you were unable to add in your original file.

After adding accounts, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file. 

Follow the steps below to switch files:

1. Click the File menu.
2. Look near the bottom of the options list.
3. Select the data file you want to open. 

Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

Let us know how it goes!