E*TRADE HARRISdirect Transition


D

DaveLessnau

Since E*TRADE didn't bother to send anything about how to change
Quicken setups to correctly handle the conversion of HARRISdirect
portfolios to E*TRADE portfolios, I played with it for a while and came
up with something that appears to work. If you're trying to get
Quicken to go online and get your new E*TRADE transactions (instead of
your old HARRISdirect transactions), try the following (this was all
done in Quicken 2005 Premiere):

1. Edit each of your old HARRISdirect accounts. Go to the Online
Services tab and select the Deactivate button. Accept all the ensuing
prompts/warnings.

2. Go back to the General Information tab (still editing those
accounts) and change the Financial Institution to E*TRADE and replace
your old HARRISdirect account number with your new E*TRADE account
number.

3. Return to the Online Services tab and hit the Activate button.
Quicken should prompt you to enter your Customer ID and PIN. Unless
E*TRADE has informed you they're different, just enter your old
HARRISdirect information. Quicken should connect and get your
transactions. If not, see step 5, below.

4. I had to accept a weird "unknown" security which I think is
E*TRADE's sweep account. You might, or might not, have to do the same.
Once I did that, I deleted all the downloaded transactions that
pertained to the "buying" of the same shares I used to have in
HARRISdirect. I also had to delete a few transactions involving that
"unknown" security.

5. If Quicken/E*TRADE don't like the Customer ID/PIN combo you
entered, it might be because of E*TRADE's different standards for those
things (as opposed to HARRISdirect's). Sign on to your accounts on
E*TRADE's web site, go to the Security & Passwords tab under Accounts |
My Info. Go to the Change My Log-on User ID link and make sure your
old ID is acceptable to E*TRADE (even though you just signed on with
it). Do the same under the Change my Log-on Password link. If
necessary, change those things to E*TRADE acceptable ones. Then, go
back to step 3, above.

I hope this helps.
 
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