Cannot add etrade

brewtoo64

Hello, I cannot add an E*TRADE account. Does not matter if I choose etrade or etrade bank, same failure.

Quicken goes through the two-factor part and then fails each time. Yes, I am using the correct credentials, and I can log in at etrade.com.

Please see attached. Thanks.

[Edited - Readability]

Quicken Laura

Hi @brewtoo64,

Thank you for sharing what you are experiencing. I'd appreciate it if you could share a bit more information to better understand the issue.

• Are you trying to reconnect an existing account or add a new one?
• What type of account are you trying to connect?
• Do you sign in through us.etrade.com, or do you use a different website?

In the meantime, if you haven't already, I recommend following the troubleshooting steps outlined in our CC-503 support article.

Step One: Verify your bank login information

1. Type your password/PIN into a text application, such as Notepad, WordPad, or other text/word application. 
   • Note: This is a way of confirming you don't have typographical errors in this field.  
2. Highlight the "confirmed" password and then copy it (Ctrl + C) and paste it (Ctrl + V) into the appropriate fields in Quicken.

Step Two: Verify your bank login at the bank's website

1. Go to your bank's website and confirm that you're able to log in with the expected username and password.
2. Once you are logged in, review your account at the website for notifications (such as pending messages in a mailbox or message center) to confirm if further action is required to grant Quicken access. 
   • Some banks will require a separate login, password, or both to access accounts on third-party software. Also note, you may need to go to your settings at the website to access these prompts for new credentials. 

New passwords: If you are required to make a new password, be aware that some special characters may cause errors in Quicken. These special characters are the ampersand (&), left carat (<), right carat (>), backslash (\), and forward slash (/). Additionally, while Quicken does not have a character limit, your bank may have one. 

Step Three: Update your password(s) in Quicken

1. Launch Quicken and go to Tools > Password Vault > Add/Edit Passwords.
2. Click on the account in the Password Vault.
3. Choose Delete Password for the account.
4. Complete a One Step Update, you will be prompted to enter the password manually.
5. Type in the password (the same one used on the bank's website) and check in the box marked Save next to the password field.
6. Click Update Now.

If there is no option to delete and update the password, or if the login ID/username also needs to be changed:

1. Choose Tools > Account List.
2. Click the Edit button next to the account you want to change the login ID for.
3. In the Account Details window, click the Online Services tab.
4. Click Reset Account.
5. Enter the correct login ID and follow the on-screen prompts to complete the reset. 
6. If prompted, carefully LINK the accounts found to the existing accounts in Quicken. 

Once the reset is complete, try connecting to your account again.

If the issue persists, please follow the additional troubleshooting steps outlined here.

Please let me know how it goes and share the details requested above.