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E*Trade downloads broken after JP Morgan transistion

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prnewell

Sep 05, 2023 @ 11:09 PM

JP Morgan transitioned all prior E*trade account to new numbers reflecting their acquisition. Account downloads now appear to be broken. Any chance the downloads may work again in the future?

1. 1 Posted by dtd on Sep 05, 2023 @ 11:44 PM

   

   With new numbers, you have to attach the new numbers to your Moneydance accounts. That's the way to make your downloads work again.

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2. Support Staff 2 Posted by Maddy on Sep 08, 2023 @ 11:42 AM

   

   Hi,
   Thank you for contacting Moneydance support.

   I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and the information you’ve been given is correct.

   You should simply edit the account in Moneydance to change the account name/number.
   Only if the connection was to stop working, you could then recreate it by using JP Morgan, but please only do this when required as it’s likely to result in a load of duplicates that you'll need to handle (as the transaction IDs for JP Morgan transactions won’t match the IDs for the transactions already downloaded from E*Trade).

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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3. 3 Posted by prnewell on Sep 08, 2023 @ 01:23 PM

   
   
   
   

   Staking my life on the rumor of grace

   
   

   On Sep 8, 2023, at 7:42 AM, Maddy <[email blocked]> wrote:
   
   

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   // Please reply above this line ================================================== From: Maddy (Support staff) Hi, Thank you for contacting Moneydance support. I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and the information you’ve been given is correct. You should simply edit the account in Moneydance to change the account name/number. Only if the connection was to stop working, you could then recreate it by using JP Morgan, but please only do this when required as it’s likely to result in a load of duplicates that you'll need to handle (as the transaction IDs for JP Morgan transactions won’t match the IDs for the transactions already downloaded from E*Trade). I hope this information is helpful. Please let us know if you have further questions or need more assistance. I hope this information is helpful. Please let us know if you have further questions or need more assistance. -- Maddy, Infinite Kind Support On Tue, Sep 05 at 04:44 PM PDT, dtd wrote: With new numbers, you have to attach the new numbers to your Moneydance accounts. That's the way to make your downloads work again.

   Having trouble reading this? View this discussion online: E*Trade downloads broken after JP Morgan transistion. To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

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4. Support Staff 4 Posted by Maddy on Sep 08, 2023 @ 01:27 PM

   

   Fantastic news!
   I'm very pleased to hear that.

   I'd close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.

   --
   Maddy, Infinite Kind Support

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5. Maddy closed this discussion on Sep 08, 2023 @ 01:27 PM.