Quicken does not import manually downloaded transactions from E*Trade anymore?

Question

I download my transactions from E*Trade Brokerage manually (not Direct Connect nor WebConnect) as a .qfx file.  They used to import fine into Quicken. This seems to have stopped working in the last month or so. Now Quicken tries to import but reports nothing. It just works for a few seconds then go back to normal with no error messages.

This works in E*Trade Bank, but not E*Trade Brokerage.

I know E*Trade stopped supporting DirectConnect on June 1, but manual download also seems to have been impacted? If it's not supported by E*Trade anymore, why do they still offer the option in their downloads?

miklk · Answer

Post from different thread:

I see you and some others are having the issue.

Just now, I created 2 new files and in each, I did as I said above and both accounts were added fine and after the screen where you add/ ignore/link in Quicken it asked if I wanted simple or complete investing and completed fine adding the account.

In addition, I have 4 regular datafiles that all use direct connect daily at E*Trade.

I have no other ideas unless there was a non-publicized change that grandfathered in older users but I find that very doubtful. If they make the switch to just EWC+, they will certainly enable complete investing too.

I suspect there is something else going on specific to the few users encountering a problem but unfortunately, I have no other ideas since I can't replicate any problems at all.

I would suggest trying to create a new datafile just for a test. If it works, then you know it is something in your datafile and can take steps to fix that issue.

magnuschr · Answer

It only supports Direct Connect for Simple Investing, not for transactions. See the error message below. Bank transactions still work, but brokerage transactions do not.

However, Direct Connect is not my question. My issue is that I download the transactions manually. E*Trade still gives the option to download transactions in both qfx and csv files, but Quicken does not import them.

miklk · Answer

Etrade still supports Direct Connect

I have no idea why people are having an issue but just re-checked and it still has working Direct connect. (The Quickn flow to get there is not as clear as it used to be but it is there.)

Add account

Highlight E*Trade

Click advanced on lower right which should bring you to the direct connect option (see pics)