Brokerage firm purchased by new firm.

cwbaumann75
cwbaumann75 Member ✭✭
edited July 2022 in Download, Add/Update Accounts (Windows)
I have an account with E*Trade. They were purchased by Morgan Stanley and now I can't download a current list of my transactions and holdings. The Update doesn't show any activity since MS acquired E*Trade. My account information and log in remain the same as prior to merger. Any thoughts?

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited June 2022
    I suspect the issue you are having importing transactions and holdings from Quicken E*TRADE is unrelated to the purchase.  If you haven't already, I suggest you confirm the same in a new test Quicken file.
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