Issues with Edward Jones

bethwr

For some reason Quicken has forgotten my EJ password for all four of my linked accounts. I deactivated downloads, and set it up again, but now it's only finding four of the accounts, and when I try to link those to existing Quicken accounts, it only lists a handful of accounts (which appear to be the first five alphabetical accounts in my portfolio) none of which matches the EJ accounts.

Ugh! Anyone else having issues or could someone suggest a fix?

Quicken Anja

Thank you for the additional information.

In that case then-- first, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Deactivate all accounts associated with this financial institution (if they aren't already deactivated as well as any accounts that were previously hidden if there were any)
   
2. Quit Quicken
3. Open Finder and go to Applications > Utilities > Keychain Access app
4. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
5. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
6. Quit the Keychain Access app and reopen Quicken
7. Go to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated (if there are more than one account type then choose Checking)
   
8. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
9. Wait for the list to finish updating and " Updated: " displays the current date.
10. Click the Show List button to continue
11. Use the search field at the top of the list to find and select your financial institution and click Continue
12. Follow the prompts to sign in using your login credentials associated with the financial institution
13. If the accounts have been found successfully-- use the dropdown menus to link each account to the appropriate account in Quicken

Please, check back and let us know how it goes!

Quicken Anja

Hello @bethwr,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

Could you please provide which version release of Quicken you have currently running?

• Quicken > About Quicken

If you don't mind, I may need some additional information in order to better assist you.

First, after deactivating downloads on the accounts, did you attempt reactivating it by going back through Settings for each individual account one-by-one or through Add Account to reactivate them all together at once?

Also, since this is issue started with a password issue-- Did you go remove the previously saved password from your Keychain Access before attempting to reactivate the accounts?

Please, check back and let us know, thank you!

bethwr

Version 5.18.1 (Build 518.35915.100)

I verified that there were no password issues by logging into EJ through their site, then I went back through settings for each account. It recognized the password, but it only brought up 2/4 accounts, and then only allowed me to link those accounts to one of five of my total accounts. And as I said, they were not even EJ accounts or brokerage accounts. They were the first five alphabetical accounts regardless of their classification.

Quicken Anja

Thank you for the additional information.

In that case then-- first, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Deactivate all accounts associated with this financial institution (if they aren't already deactivated as well as any accounts that were previously hidden if there were any)
   
2. Quit Quicken
3. Open Finder and go to Applications > Utilities > Keychain Access app
4. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
5. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
6. Quit the Keychain Access app and reopen Quicken
7. Go to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated (if there are more than one account type then choose Checking)
   
8. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
9. Wait for the list to finish updating and " Updated: " displays the current date.
10. Click the Show List button to continue
11. Use the search field at the top of the list to find and select your financial institution and click Continue
12. Follow the prompts to sign in using your login credentials associated with the financial institution
13. If the accounts have been found successfully-- use the dropdown menus to link each account to the appropriate account in Quicken

Please, check back and let us know how it goes!