Connecting eTrade to Simplifi
Hi, after eTrade updated my accounts with the Morgan Stanley acquisition, I cannot link my ROTH IRA to Simplify. I previously had it link to Simplifi, but after the eTrade account update, I removed all of my accounts on Simplifi and then readded them. Now, only 2 of my 3 accounts link. And when I try to add the account again to Simplifi, it says all of my accounts have been added.
Best Answer
-
@EarlyRetire, thanks for reaching out!
I'm sorry you're experiencing an issue with adding your E*Trade Roth IRA account to Quicken Simplifi! Sadly, we do have a known issue with this where IRA accounts with E*Trade are missing/unable to be added. We currently don't have an ETA to provide on a fix, but we do have an alert that can be followed for updates in the meantime:
We appreciate your patience as we work with our service provider to resolve this issue as quickly as possible!
-Coach Natalie
0
