Adding new CD account with E*Trade Bank - "You have already added all your accounts at this bank."

neon45
neon45 Member ✭✭✭
edited March 27 in Adding and Updating Accounts

I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD.

I get the following from the "NEW, Add Account" attempt:

E*Trade Bank

"You have already added all your accounts at this bank."

Both CD accounts have been funded and have their own Account numbers at E*Trade bank.

Suggestions?

[edited title for clarity]

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @neon45,

    Thanks for reaching out! How recently did you open your 2nd CD account with E*Trade? I have seen that it can sometimes take a few days for newly opened accounts to be added to Quicken Simplifi.

    If it has been some time since you opened the account, and it still is not populating, then I would try the following steps to see if they work to resolve the issue you are seeing:

    • Make all of the accounts with the bank manual by following the steps here.
    • Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know how this goes!

    -Coach Jon

  • neon45
    neon45 Member ✭✭✭

    Thanks for the effort. After making the 1st CD manual and reconnecting SQ only found the original. I've got it back to automatic.

    E*Trade bank shows the both CDs. Both have a balance. The 2nd one has been open for a week and funded for 3 days or so. I guess I'll check back on it Monday.

    Thanks.

  • neon45
    neon45 Member ✭✭✭

    QS still isn't seeing the 2nd CD. The deposit was received on 3-23-26.

    Of interest, when I log into E*trade they send a text with the security code. QS doesn't seem to check for the code or ask for it. This was the same scenario for the first CD

    QS asks: Do you have two-factor Authentication enabled for your E*Trade account. I answer yes, and it wants the following: Please enter six-digit code from VIP Access mobile app or hardware token. I have no VIP access or token.

    Suggestions? The only thing I can come up with is delete the whole account and start from scratch. Maybe E*Trade will see both?

    The CD is from the Morgan Stanley Private Bank account.

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