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

neon45
neon45 Member ✭✭✭
edited 5:29PM 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]

Tagged:

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 ✭✭✭
    edited 5:53PM

    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
    Coach Jon Moderator admin

    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.

    -Coach Jon

Categories