How to configure an E-trade account for ESPP and RSO transactions

raftorres63
raftorres63 Member ✭✭✭
in Download, Add/Update Accounts (Windows)
Trying to figure out if there is a way to download both ESPP and RSO transactions into my etrade account. I see the ESPP but not the RSO. Online I can see both are listed under the same user account. Is there a way to download both into Quicken? Thanks.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    I assume by RSO you mean RSU

    To track RSU, I suggest creating an income category and an offline brokerage account for the purpose.  As lots vest, enter a MiscInc transaction for the amount vested and use these funds to purchase the shares.
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