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E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

neon45

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

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!

neon45

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

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.

PS.. I've set E*trade to accept QS in their profile section.

Coach Jon

Hello @neon45,

Thanks for the reply! Do you access the account from the same website as the first E*Trade account, or is it an external account? Are you rerouted to a different website or URL when you select the missing account’s details on the bank's website? If you are, can you let us know what the URL is that you are rerouted to?

If it is not an external account, and Quicken Simplifi is still not finding it upon connecting, please supply the following information:

Has there been any activity in the account in the last 90 days?
Is the account a subtype of a different account?
Has the bank made any recent changes to its website or sign-in process?
Are you the owner of the account?
The name of the account, as it appears on the bank's website.
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

neon45

I totally deleted the CD and ETrade account from QS and tried adding if from a clean slate. QS refuses to see the 2nd CD account number. It's a "bank" account, just like an Ally account and should not be having a problem loading separate CD numbers.

The account is brand new. Nothing has changed in the last 2 weeks except for adding the 2nd CD. I can see both accounts after logging into E*Trade bank. There has been no activity in either account and both are fully funded.

btw, I called E*Trade support and the tech guy I talked to had never heard of Simplify; Quicken, yes.

Coach Jon

Hello @neon45,

Thanks for letting us know! If you can, please supply the information I listed previously. This will help us with further troubleshooting on our side. You may feel free to send this information via DM:

https://community.simplifimoney.com/discussion/comment/67900#Comment_67900

Please also submit your logs via the 'Send Feedback' option:

Log in to the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
1. If you have Early Access enabled, the Profile icon will be in the upper-right corner of the screen.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send

neon45

Thanks for the response coach… Unfortunately, the frivolity never ceases. After clicking on the circle with my initials (top right) there is no Profile menu, anywhere. There is no Profile menu on the left side navigation bar either.

"Please also submit your logs via the 'Send Feedback' option:" Logs, what logs?

How many free months will I be credited with to improve SQ? The information that you are requesting is time-consuming and formidable for a computer rookie. This is fast turning into way too much work that shouldn't be.

Thanks coach

Coach Jon

Hello @neon45,

From your screenshot you shared, it looks like you already have the Profile menu open. Now, you will just need to hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.

Let us know when those logs and the requested information have been sent over! Thank you!

Coach Jon

Hello @neon45,

Thanks for the DM with the requested information! It does look like we are still missing the logs I requested, however. If you can send those over and let us know once that is done, that would be great!

As far as the MFA for E*Trade, that is not something we at Quicken Simplifi can control. That would be sent from your bank in this case. Hope that makes sense!

neon45

Coach Jon …. Again, WHAT LOGS ?? WHAT ARE LOGS ?? WHERE DO YOU FIND LOGS ??

Coach Kristina

Thank you for your reply,

https://community.simplifimoney.com/discussion/comment/68117#Comment_68117

To clarify, are you unable to find your profile, unable to find the Send Feedback option, or do you want more information about what log files are and why they're needed?

Thank you!

neon45

are you unable to find your profile, NO

unable to find the Send Feedback option, NO

or do you want more information about what log files are NO

and why they're needed? NO

I WANT TO KNOW WHERE THEY ARE AND HOW TO SEND THEM TO YOU.

As I previously mentioned I sent comments in FEEDBACK. All the boxes were checked by default.

If you want more than that you have to tell me where the LOGS are stored - the directory - the names of the files. JUST to make sure we are on the same page here, I don't have Quicken Classic. I do not, to the best of my knowledge have any Quicken files on my computer since it's all cloud based.

I have been through the Users directory and have found nothing resembling LOGS.

This is getting pretty frustrating. I don't know how much clearer I make myself, trying to send you what Simplifi needs.

DryHeat

@neon45

In his April 1 message, @Coach Jon has an image of the profile menu showing the Send Feedback option. I think you said in your last message that you are able to locate this menu option.

When you click on it, you will get a new pop-up window that looks like this:

The "LOGS" are sent when (1) the two "… Logs" selections (outlined in RED) are checked, and (2) you click "Send" on this window.

You don't have to look for any files to send. It is done automatically when you complete this task.

neon45

Thanks DryHeat… This line is what drove me crazy from Coach Jon; "Let us know when those logs and the requested information have been sent over! Thank you!"

"Hello @neon45,

"Thanks for the DM with the requested information! It does look like we are still missing the logs I requested, however. If you can send those over and let us know once that is done, that would be great!"

I sent the Feedback. I checked all those boxes. I still don't know what Logs the coach wants by his messages and to my responses.

We all need a class in reading comprehension, I guess. A simple "we got your logs" or something similar would have been great.

We have been going back and forth about this since March 26th.

Coach Jon

Hello @neon45,

Thanks for the requested logs and information. I admit I was a bit confused, as I believe you have sent logs that we have requested before in the community for other issues.

For the question regarding whether there has been any activity in the account for the past 90 days, I also see that you answered that there hasn't been any activity in that timeframe. I know that we may not find the account if there has not been any recent activity. This may be the case in this situation. Are you sure there has been no activity in this account?

neon45

As I've mentioned before, the whole E*Trade account has only been open for 3 weeks or so.

CD #1 just had an interest payment on 3-31. Simplifi shows the new balance with the interest payment. However, under Transaction Activity, the actual payment is not shown. There is no Activity shown. The following message is in the Activity window. No transactions found … Try resetting search filters or extending the date range

CD #2 has paid an interest payment as well. Simplifi still doesn't recognize that 2nd CD account. This CD has also had an interest payment on March 31st.

From my Add Account attempt this morning:

You have already added all your accounts at this bank.

Coach Jon

Hello @neon45,

Thank you for the confirmation. I did escalate this issue with our service provider, and I will be sure to provide any updates here going forward as they work on a resolution.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

EWC - 12337466

neon45

Hi coach… Curious question; Does that manual thing work with the account the QS can't download from E*Trade? Not quite sure how to add a transaction to an account that isn't shown.

Coach Jon

Hello @neon45,

Thanks for the reply! To answer your question, you would need to add the account manually first. Then you could start tracking it by manually entering transactions as mentioned above.

I can also confirm that our team is still working on a resolution for your issue, and I will update this thread as soon as I hear back!

neon45

Good morning. QS and E*Trade shook hands this morning and pretty much made friends. CD #2 is recognized!! But, the transaction page, for both CDs is empty. The correct Total is shown, but no transactions, interest payments, are shown.

At least my reports will be correct.

neon45

Coach Jon

Hello @neon45,

Thanks for letting us know! It looks like your ticket came back as resolved from our service provider as well. If the new issue is that transactions are not showing up, I would see if completing the following steps again works to resolve this issue:

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!

neon45

Nope…. E*trade didn't work. Still a blank transaction pages. The balance is correct though.

I've had no problems with CapitalOne, Ally and Discover. Seems like it's the 2nd tier / tear outfits that are on the JV team.

I tried working with Sallie Mae and they were useless. Agents tried, but their software wasn't up to par.

Remembering grade school.. they get a "D" for Plays Well With Others.

Coach Jon

Hello @neon45,

To clarify, is E*Trade still connecting at this point just fine? Is it just the transactions themselves that are not downloading correctly? Is it all transactions, or just some? If the steps above did not work to resolve this issue, can you please provide the following information?

The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

We will also need new logs to be sent:

Log in to the Quicken Simplifi Web App.
Select the Profile icon in the upper-right corner of the screen.
With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

neon45

Hi Coach,

I did a copy / paste. Hope this clarifies your questions….

To clarify, is E*Trade still connecting at this point just fine? YES, BOTH ACCOUNTS.

Is it just the transactions themselves that are not downloading correctly? CORRECT.

Is it all transactions, or just some? THEY are brand-new account, so there is only one interest payment missing in each account.

If the steps above did not work to resolve this issue, can you please provide the following information? I will work on that soon and send it privately.

This must be an E*Trade / Morgan Stanley problem as I have had no problems with Ally, AMEX, Discover, Capital One and Well Fargo.

Thanks,

neon45

Coach Jon

Hello @neon45,

Thank you for the information. I wonder if the reason the transactions are not showing up is that they are considered interest payments, and there is no other activity. I will await your DM for the rest of the information!

neon45

The DM was sent.

E*Trade / Morgan Stanley is problem child. As I mentioned above, not one of the other banks has done this.

Coach Jon

Hello @neon45,

Thanks for the DM! Are both accounts missing transactions, or just the single account you provided in your screenshots? If they both are, we will want the same screenshots I asked for above for the other account as well, if you can provide that information. Thank you!

neon45

Sure, this is getting painful.

Coach Jon

@neon45,

I can certainly understand your frustration. Just be sure to send that information via DM, as previously, when you can. Thank you!

neon45

Done.