E*TRADE Update Error OL-295 (WINDOWS)

the latest today: I was able to do the manual download from the Etrade online transaction page and import to quicken so my balance/transactions match Etrade.

However, etrade no longer appears in the automatic update list and shows no method of connect for online services when checking etrade in the account list.

no progress except for manual download capability

I had to change my password twice this weekend, and each time web access worked until the next "password invalidation" email. I changed my username on ETrade and my password has not been invalidated since.

What are we paying for?

Same issue with ETrade. Unable to connect/update. Deactivated and ran setup again. OL-295-A.

@LeeManPA I am not using 2FA.

I’m not using 2fa either. Still issues

grthomps

Have done it. Hope the fix is soon

looks like it doesnt autoupdate

Having the same problem since 11/10. Have tried multiple things to setup online connection again and nothing works. Really frustrating. The JP Morgan investment download also has multiple bugs that never seem to get fixed and I spend hours fixing bad downloaded transactions. The cost of having Quicken keeps increasing but the number of useful features never seems to increase but the number of issues around the transaction downloads seems to keep getting worse. This should be a key feature that is a huge time saver, but since last year this has become a very frustrating utter waste of time. I would gladly pay more for Quicken if it actually worked as advertised and saved me time, instead of becoming a job trying to fix transactions that are missing or not correct.

Success. Was able to setup online update again and relinked account. Looks like some progress has been made on getting this issue fixed. I Deactivated online service on account this weekend. Was able to enable it again just a few minutes ago. Missing transactions from Friday successfully downloaded. I only have brokerage account so cannot say if banking is working or not.

@Roger Kint Thanks for question. I only have brokerage account and that seems fine now. Not sure if banking is working or not.

it works 4 59 pm est

etrade sent out an email a few hours ago:

At E*TRADE, we work hard to safeguard your personal information. As a precaution, your current password has been disabled and a new one must
be set.

To securely reset your password, please visit etrade.com and click the Forgot User ID or Password? link, below the log on button.

As always, we appreciate your business. If you have questions, call us anytime at 800-ETRADE-1 (800-387-2331). From outside the US, call +1 678 624 6210.

HOWEVER, the web site password reset functionality does not work, you get "We are unable to reset your password online" error message. Nor, does using the IVRU allow a temporary password to be given. You have to talk to someone.

However #2, after updating to new password, I can log into the web site. BUT, no joy after updating the password in Quicken's Password Vault — still no Quicken access. Still "Your financial institution has rejected this transaction. For more information, contact your financial institution."

This issue appears to be related to Quickens' recent decision announced in a September 12th, 2023 memo (Article ID: GEN00781) indicating a change to an enhanced encrypted download architecture for account activity to be labeled Express Web Connect, a change from Direct Connect. Each of my E*Trade accounts were downloading normally until 11/10/23 using Direct Connect architecture. In an effort to recover the error many of us noted, I deactivated each account download command within each separate Quicken account under the "Edit Account Details" (little gear upper right corner of each account screen) "Online Services" tab. I then went back into ONE of the accounts to "Set Up Online Services" and was prompted to enter E*Trade logon credentials. Once "Quicken E*Trade" was on the E*Trade (MStanley) side of the firewall, it harvested ALL OF MY VARIOUS accounts and allowed me to re-establish download capability using "Express Web Connect" (encrypted) architecture, with drop-down menus presented allowing for selection of each account that was found through a "Link to an Existing Quicken Account" choice. Out of 8 accounts, only 2 (an IRA and Coverdell IRA) were prevented from connecting using the new encrypted Express Web Connect. Within your Online Update Vault (Manage Passwords) list, newly formed connections using Express Web Connect will have a "gold key" symbol indicating encryption. I was forced to revert to the Direct Connect architecture until the two excluded accounts are recognized by Quicken E*Trade as eligible for connection with Express Web Connect. I can only guess that this issue is being worked on diligently by MStanley.

I hope this helped at least 1 other loyal Quicken user out there!

Today, 11/13/23, I could not sign onto my ETrade accounts via the web. Access disabled, perhaps because of my (failed) attempts to connect in Quicken. Had to change my PW; could not use the one I've had for 25+ years. My wife's user ID also did not work; needed a mobile phone number to verify. They had neither phone number or security questions on record. I had security questions from years ago. Appears they were lost in the Morgan Stanley aquisition. ET rep wanted me to send a letter with photo ID to re-establish wife's ID. I told him I will not do this. Time to think about dumping ETrade.