Cannot connect to E-Trade (FDP-103)

sakopov
sakopov Member ✭
edited July 19 in Adding and Updating Accounts

I have multiple accounts in ETrade and use 2FA. Quicken correctly prompts for 2FA code for ETrade and then pulls back the list of accounts to add. However, all accounts fail to load (show up with $0.00 balance and red exclamation point) and Quicken prompts me to re-enter credentials. I've tried ETrade Advisor and ETrade Investments connection types and both fail. Does anybody know if ETrade with 2FA works with Quicken?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @sakopov,

    Thanks for reaching out! To better assist with your situation, can you let us know if the accounts are currently connected in Quicken Simplifi? Is it just the balance that doesn't update, or are the transactions not coming through either? Please let us know!

    -Coach Jon

  • sakopov
    sakopov Member ✭

    Hi @Coach Jon,

    The account has never been connected before in Quicken Simplifi. It seems like it's able to get the list of accounts in ETrade but isn't able to load balances or transactions. I see an error message that says credentials need to be provided and a prompt to re-enter them. I have previously connected my ETrade accounts to other apps and have third-party access enabled, so this isn't a problem with ETrade.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @sakopov,

    Thanks for the reply! Can you supply a screenshot showing the error message you are receiving in Quicken Simplifi, as well as how the accounts appear in Quicken Simplifi? You can post them here or message me directly if you prefer.

    Thanks,

    Coach Jon

  • sakopov
    sakopov Member ✭

    Hi @Coach Jon,

    Sure thing. I sent you a message w/ screengrabs. Thank you.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @sakopov,

    Thanks for the screenshots confirming the 103 error. Have you tried the other instances for ETrade in Quicken Simplifi? I know you tried ETRADE - Advisor, and E*Trade Investments, but I would have you try the others to see if they work for you. Let us know!

    image.png

    Thanks,

    Coach Jon

  • sakopov
    sakopov Member ✭

    Looks like it started working. I logged back into the dashboard to try out one of the connections I have not tried (the credit card one) and noticed that Quicken automatically prompted me for ETrade 2FA upon dashboard refresh. I gave it the 2FA code and it finally refreshed all balances. So for anyone looking, what worked for me is leaving the account as-is, logging out and logging back in. ¯\_(ツ)_/¯

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