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No but that sounds like something I would like to try. I have only clicked on
the etrade from the list of investments companies. Where would I copy in the
link?
Most E*Trade accounts are now listed under Morgan Stanley for tax reporting - I entered Morgan Stanley into the TurboTax auto find feature and it loaded my ETrade account information after entering my ETrade login information.
When you select the bank or financial institution, instead of searching by E*Trade, you would paste the URL for E*Trade into the search bar, to pull in the best access for your account. @bgrindle7
It won't let me enter etrade.com or www.etrade.com in that search bar. It just
treats as searching for financial institution that isn't there. I also tried all the
morgan stanley options and they didn't work either. So frustrating. I would
think E*trade securities would go directly to www.etrade.com, but no way to
verify.
So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here. This ensures you will get to the correct department as quickly as possible.
Hi @bgrindle7
It happened the same to me, and I just recalled that I had the security ID enabled, this is also known as 2FA (2 Factor Authentication. The solution for me was just as easy as disabling the 2FA. After that, I tried to import the transactions from eTRADE and that was successfully done.
Also, I found a quick guide that explains how to disable the eTrade 2FA, I used the web application to do it. Please, see the link below.
Hope this can help you out.
Ramon M.
Thank you for providing what works best for you, as this can help others in the community. @rmaurisset
I had the same problem and churned on it for a few hours. The problem turned out to be I was using the E-trade app on my phone to try and find the Security Setting to allow third-party data sharing. There is no such setting on the mobile app. I finally logged in to Etrade online and boom there it was under my account profile / security setting /
I selected "Allow" and tried it again from TurboTax and it worked.
You have to enabled Third Party data sharing in security settings with etrade, then it works.
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