Downloading all holdings in eTrade
I did an direct connection to eTrade and it creates the account and downloads the amount of "cash" I have left in the account. But no where does it show the actual holdings I have (the shares I bought) along with what I paid and their value (as of today). Does the direct connect not do that? Do I have to manually track it?
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I'm sorry for any inconvenience this may have caused. To help us provide the most appropriate response, please let us know what Quicken product (QWin or QMac) and what version (2015, 2016, etc.) you are using. Also, are you using Quicken or Quicken Canada?
Thanks,
Dave
Questions? Check out the Quicken Windows FAQ list
Another example of a current inquiry latching onto an old (should not have been transferred) post. (No fault on you Paul.)
I've found the ESPP wizard in Quicken is very good. Have you tried it?
Questions? Check out the Quicken Windows FAQ list
Questions? Check out the Quicken Windows FAQ list
Questions? Check out the Quicken Windows FAQ list
Please reference the new conversation here: How to Update Investment Transactions From E-trade