eTrade account with Employee Stock Plan

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kdo1380
kdo1380 Member ✭
edited May 2022 in Investing (Mac)
I have an etrade account with both brokerage and Employee Stock Plan (former employee). When I set up account in Quicken, the Stock Plan account did not set up.
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Answers

  • Quicken Janean
    Quicken Janean Moderator admin
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    Hi @kdo1380,

    I am sorry for any difficulty you have had adding this account and thank you for reaching out to Community for assistance.

    Can you please clarify if you received an error message or code when you tried to add the Employee Stock Plan account? Thanks! 

    Quicken Janean

    Quicken Janean

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  • kdo1380
    kdo1380 Member ✭
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    there was not error. It just does not shows up. In investment drop down for add new account, there wasn't any account type for Employee stock plan.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @kdo1380,

    Thank you for your response.

    Could you attempt to add the account using the "other" instance in the investments drop-down menu?

    If this does not work then I suggest creating a test file and adding the ETrade account(s) to see if the same error occurs with the Employee Stock Plan not showing up. It is recommended that you save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. You can create a test file by navigating to File > New > Start from Scratch.

    Please let me know how this goes, I look forward to hearing your response. 

    -Quicken Jasmine

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