I'm one of the lucky HarrisDirect customers who just had his accounts taken over by E*TRADE. I can't get it work with Quicken, the explanatory email that was supposed to be sent by 1/13 never arrived and I can't get them to answer the phone.
Can anyone recommend another online brokerage that works well with Quicken?
Fidelity, among others.
Works fine here. If it hasn't scrolled off the page, take a look below for my earlier post called "E*TRADE HARRISdirect Transition."
"DaveLessnau" wrote in news:1137510145.616614.198670 @g44g2000cwa.googlegroups.com:
I saw your post (thanks) and followed the instructions. Didn't work. Says my account number and/or PIN is invalid. But they conform to E*TRADE's rules. BTW in that packet of info they sent me they said they'd send an eMail on setting up Quicken on 1/13. Still waiting.
I've been trying to call E*TRADE all morning but either get cut off after a second of the elevator music, or get a recording that the call cannot be completed. Once I managed to get into the queue but after 43 minutes of "your call is important to us" I got a busy signal.
I never had this problem with DLJ Direct/CSFB/HarrisDirect. I always got to speak with a human.
If this is an example of their customer service I'm taking my money somewhere else.
I'll second the nomination of Fidelity. My wife and I have 7 different accounts with them and problems are extremely rare (last problem was .... I forget).
I use Schwab and it works just fine - The $9.95 commission is nice too!
On Tue 17 Jan 2006 11:22:54a, Jim Sanchez wrote in news: snipped-for-privacy@news.giganews.com:
I do also. Scottrade doesn't yet have their Quicken act together.
I do direct downloads from Scottrade to Quicken. Trades work just fine. But I have to manually enter cash transactions. Not perfect, but not the end of the world....
Regards,
Margaret
Michael wrote:
I had no problems with the conversion and the Quicken Interface is working. I just deactivated the Account as Harrisdirect and reactivated it as E*Trade, put in my Accounting Number and Pin. Simple as that.
I also have Ameritrade which works fine - I just don't like there statement presentation. BrownCo has been good, but they are now owned by E*Trade. Schwab is good, but I left them for BrownCo when Schwab was messing with Fees and Commissions - they lost a 21 year customer.
"Oilcan" wrote in news:1137529305.696198.36310 @g14g2000cwa.googlegroups.com:
It keeps telling me my customer id or PIN is invalid, yet they work fin on the E*TRADE web site.
But what really ticks me off is that I have been trying to call them all F***ing day and they don't answer the phone. If this is the level of service I can expect I'm going elsewhere.
Chuck
I guess they are swamped. A looong time back I had to call Customer Service and the call was taken promptly and efficiently.
On your Account General Information does it show Harrisdirect? If it does you need to goto Online Services and Deactivate Transaction Download. Accept Quickens response. Exit the Account for good measure. Reopen the Account, goto Online Services and hit Activate Transaction Download. Search for E*TRADE, and continue by entering your Harrisdirect Login ID (not your Harrisdirect Account Number) and PIN.
Note if you can log into the E*TRADE Web, you can change your Login ID to something more meaningful. Hope this helps.
And yes, I did not receive the December information (where I had an option not to convert my account - until the day before the transistioned) and I have not received my Quicken download instructions either....
On Tue 17 Jan 2006 09:42:16p, Oilcan wrote in news:1137555736.939424.86900 @o13g2000cwo.googlegroups.com:
We received our new account number and password info in a timely manner, even though we had closed all our accounts at Harrisdirect in Sept-early Oct. and had let them know ahead of time by letter any misuse of our info would be solely due to their negligence or carelessness and that we rejected all terms and conditions of E(vil)*Trade's CUA (and also that that was the main reason we had closed all of our accounts at Harrisdirect).
"Oilcan" wrote in news: snipped-for-privacy@o13g2000cwo.googlegroups.com:
I finally figured it out. My Harris id (which was my dljDirect & Credit Suisse/First Boston id) was 6 characters long. E*TRADE mandates a minimum of 8 characters. Even though I was able to logon the E*TRADE web site with this short userId, it was rejected when Quicken tried to connect. (I'm guessing there are two different validation routines. One does simple syntax check before searching the database.)
Once I changed my userId to 8 characters, everything worked.
"Mike" wrote in news:1137546918.357751.83370 @g47g2000cwa.googlegroups.com:
I finally spoke to a manager. He told me that despite the ton of info they sent out telling Harris folks how to logon to E*TRADE, they received hundreds of calls from Harris customers who didn't know what to do.
And they have a set of instructions on what to change in Quicken/Money. It's supposed to be sent today (1/19)
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