Missing CD accounts with ETrade

kimjady
kimjady Member ✭
edited May 7 in Adding and Updating Accounts

This discussion was created from comments split from:

E Trade connection started failing 2 days ago. FDP-102.

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  • kimjady
    kimjady Member ✭

    ETrade only shows a few of my CDs. I've tried updating repeatedly with the same results. Very frustrating.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @kimjady,

    Thanks for reaching out! To help clarify this issue, how many CD accounts are missing within Quicken Simplifi? Are these recently opened accounts, or have they existed for some time? Are these missing accounts external accounts? As in, are you redirected to another URL when accessing these accounts?

    I would also have you verify if the following steps work to resolve the 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 how this goes!

    -Coach Jon

  • kimjady
    kimjady Member ✭

    It worked though I don't understand why these did not all show up when I connected the account. The CDs that did and didn't show up were opened on the same date. Thanks.

  • gfestian
    gfestian Member ✭
    https://community.simplifimoney.com/discussion/comment/69575#Comment_69575

    @Coach Jon might be resolved. I removed and re-added etrade yesterday after it not updating for several days. It didn't work yesterday, but today I logged in, Simplifi prompted me for my 2 part authentication and then pulled in my etrade accounts.

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