or Create a profile

Home → Problems →

Problems with eTrade

This discussion is public.

jsfrederick's Avatar

jsfrederick

24 Apr, 2010 07:36 PM

I have two eTrade accounts, a standard trading account and an IRA account. I just tried to set up online banking so I can download transactions from eTrade. I got the standard acct set up fine and it downloaded the last trade i did. I then went on to setup the IRA account. This one also downloaded the last trade I made........FROM the standard trading account. Can MD differentiate between two accounts at the same institution? The UID and Password is the same for both accounts as I login into the eTrade website with that ID.

All this works fine within Quicken, so I'm sure I'm using the correct UID/PW.

Thx.

  1. 1 -Kevin N.'s Avatar -Kevin N. on 24 Apr, 2010 07:57 PM

    Hi jsfrederick,
    Yes Md handles multiple accounts from the same financial institution. I have 4 accounts with Fidelity, all accessed with the same UID/Password.
    Make certain you have the proper account #'s entered in the Edit Account window. (Account > Edit Account...)
    HTH -Kevin N.

  2. 2 jsfrederick's Avatar jsfrederick on 24 Apr, 2010 08:13 PM

    Yes, I checked that first. Both account numbers are correct. I also verified I chose the correct account when I configured online banking for each account.

    Thx.

  3. 3 -Kevin N.'s Avatar -Kevin N. on 24 Apr, 2010 10:47 PM

    Hi jsfrederick,
    Are you using the latest build of MD? currently 2010r3 (748) If not you can d/l the installation files from here:
    http://moneydance.com/trac/wiki/Moneydance2010Beta
    I read in a different thread that updating fixed the users problem with E-Trade.
    http://help.infinitekind.com/discussions/questions/957-unwanted-dow...
    HTH -Kevin N.

  4. 4 jsfrederick's Avatar jsfrederick on 24 Apr, 2010 11:02 PM

    Sorry, Yes I am using 748.

    Missed that thread you referenced. Will read it and see if it can solve my problem.

    Thanks.

  5. 5 -Kevin N.'s Avatar -Kevin N. on 24 Apr, 2010 11:16 PM

    Hi jsfrederick,
    I'm at a loss. Perhaps if you disable both accounts and then re-enable them in a different order?
    I hope one of the moderators here can help you.
    -Kevin

  6. 6 jsfrederick's Avatar jsfrederick on 24 Apr, 2010 11:22 PM

    good idea. I think I'll try that

  7. 7 oilcan's Avatar oilcan on 25 Apr, 2010 01:01 AM

    Your accounts are not mapped properly (in other words, one E*Trade account is pointing to each of your Moneydance accounts).

    Disable the Online Set-up for the problem accounts. Then you will need to re-enable them. Once you have entered your ID and Password click Ok and wait (do not click next). You need to see a window that will display - "Please choose the account you wish to you" - which are your E*Trade accounts listed in a drop down list. If you bypass this window - your Moneydance Account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds. If you click next you will likely bypass this important window. Believe me I am speaking from experience.

    Oilcan

  8. 8 -Kevin N.'s Avatar -Kevin N. on 25 Apr, 2010 03:35 AM

    jsfredrick, Post back if you discover the solution. OK? -Kevin N.

  9. 9 jsfrederick's Avatar jsfrederick on 25 Apr, 2010 08:47 PM

    oilcan, that was it! I clicked next on the screen that let me choose the account in MD. Never saw the dialog from etrade listing my accounts on their end. Once I waited and saw the dialog from etrade I understood what was happening.

    Thanks much!

Comments are currently closed for this discussion. You can start a new one.