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Cannot see ETRADE employee stock plan

Hi,

Quicken for Mac 2019. Premier subscription.

When I connect to ETRADE, it only sees my Brokerage account but not my employee stock plan account.

Support says the problem is with ETRADE. But Mint is able to access my ETRADE employee stock plan account. Why can't Quicken?

Thank you,
Tim

Best Answer

Answers

  • Thanks John! That makes sense!
  • John_in_NCJohn_in_NC Mac Beta ✭✭✭✭
    Keep in mind that just because ETRADE might not support transactional download for your account, you can still enter the transactions manually so that you can track this account.
    It is a bit more work (albeit not hard), but you will likely learn more about how investment accounts work behind the scenes.
    When I switched from an older Quicken version that only supported present value download to one that deals with transactional history, I learned a lot. I don't think I would want to go back.
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