Why am I no longer able to access and download transactions from Edward Jones accounts?
menne007
Quicken Mac Subscription Member
Using Quicken Deluxe 2020 Version 5.14.0 for macOS 10.15.2. When I recently changed my password for Edward Jones accounts, Quicken access was unsuccessful, even after updating the password in Quicken. Seems the url used by Quicken for Edward Jones accounts (http://www.edwardjones.com/en_US/index.html) is not valid.
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Best Answer
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If attempting to set this up as a new account fails, then you might wish to reach out to Quicken support for assistance:
https://www.quicken.com/support#contact-support
They have more tools to see what is going on and verify if indeed EJ is having an issue.
I suggest (temporarily) storing your UserID and password, etc. in a spreadsheet. Copy/paste those values into respective fields to attempt to login at website. If they work, then you know copy/pasting them into Quicken is also correct. That takes the possibility of mistyping out of the equation. (I do this frequently.)
As for the URL-that is for humans to verify that they are looking at the correct bank. Quicken doesn't use that link to access EJ as they are hitting their servers directly. (I.e., Quicken doesn't access a website for direct connect accounts.)
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Edward Jones=Investments=Direct Connect connectivity.
Your password is encrypted/stored within your Mac's System Keychain. That is where you will want to change it.
Navigate to Applications:Utilities: KeyChain Access and run that program. You can locate the key there. Safely delete (or update) the key there. Once you delete, you will be prompted to enter the correct key the next time you update your Edward Jones accounts within Quicken.
The Update Password option (for Direct Connect accounts) within Quicken will try to change, not update the stored password. (Not all banks support this.) That is why you will want to go to KeyChain Access.0 -
John, thank you. Unfortunately, I am still unable to update Edward Jones accounts. I first deleted the KeyChain Access key as you recommended: no luck in Quicken. I then deleted the Edward Jones accounts and attempted to re-load them as new accounts: still no luck. I am inclined to think Quicken is not using the correct url to access EJ website.0
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If attempting to set this up as a new account fails, then you might wish to reach out to Quicken support for assistance:
https://www.quicken.com/support#contact-support
They have more tools to see what is going on and verify if indeed EJ is having an issue.
I suggest (temporarily) storing your UserID and password, etc. in a spreadsheet. Copy/paste those values into respective fields to attempt to login at website. If they work, then you know copy/pasting them into Quicken is also correct. That takes the possibility of mistyping out of the equation. (I do this frequently.)
As for the URL-that is for humans to verify that they are looking at the correct bank. Quicken doesn't use that link to access EJ as they are hitting their servers directly. (I.e., Quicken doesn't access a website for direct connect accounts.)
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I’ll try Quicken Support. Thank you!0
This discussion has been closed.