Why Aren't All My E*TRADE Accounts Showing in Mezzi?

Last updated: September 30, 2026

Overview

If you connected E*TRADE and only your brokerage and IRA accounts appeared, that's a known limitation of E*TRADE's default connection: it doesn't share stock plan accounts (RSUs, ESPP) or banking accounts like Premium Savings. Keep your current connection and add a second E*TRADE connection for just the missing accounts, using the alternate connection option. It sometimes takes more than one attempt.

⚠ What You May See

Your E*TRADE brokerage and IRA accounts are connected, but your stock plan account (vested RSUs or ESPP shares) is missing.
Your E*TRADE Premium Savings account doesn't appear.
Fewer E*TRADE accounts in Mezzi than you see when you log in to E*TRADE.

⚙ How to Fix It

Leave your existing E*TRADE connection in place.
Tap Connect a new account and search for E*TRADE.
When the connection window opens, close it with the X, then confirm with Yes, exit.
Select Try Plaid to use the alternate connection.
Log in to E*TRADE and select only the accounts that aren't already in Mezzi.

If the first attempt fails, try again — customers have needed a couple of tries before the accounts came through.

💡 Why This Happens

Mezzi connects to E*TRADE through a data provider, and E*TRADE's default connection only exposes standard brokerage and retirement account data. Stock plan and banking accounts sit outside what that connection shares. A second connection through a different path can reach them, which is why you add it alongside your existing one rather than replacing it.

Important Notes

Only select the missing accounts in the second connection. Selecting accounts you've already connected creates duplicates. If that happens, see How to Remove Duplicate Accounts in Mezzi.
Only vested shares count. For stock plan accounts, Mezzi counts vested shares toward your net worth; unvested RSUs aren't included.
If a stock plan account connects but shows as cash, see Why Do My Holdings Show as Cash Instead of Investments?

🗨 Still Need Help?

Email help@mezzi.com with the names of the E*TRADE accounts that are missing, which ones do appear in Mezzi, and any error message you saw during the second connection.