Following the purchase of E*TRADE by Morgan Stanley, Yodlee has been notified that all E*TRADE account numbers would change from 8 digits to 9 digits. Phase 1 of this change would be carried out by Morgan Stanley between March 10 and March 12, 2023.
Following this change, users might see a “this account looks to be closed”.
To enable Direct Access again for Morgan Stanley:
Go to File > Subscription > Direct Access and remove all instances of E*Trade from the Direct Access Banks list.
Disable online access for E*Trade:
- Double-Click on your E*Trade account
- Click “Check Status” followed by “Take Offline” (do this for all E*Trade accounts)
Enable online access with E*TRADE from Morgan Stanley:
- Double-Click on the (old E*Trade) account name
- Choose “Configure Connection”
- Choose “Find my bank” and select “E*TRADE from Morgan Stanley” from the list
- Follow the onscreen prompts as necessary.