Why can't I add Edward Jones?

bhamilmesa
bhamilmesa Quicken Windows Subscription Member ✭✭
I've been trying to add Edward Jones for about 3 weeks now. I always get "sorry, we encountered an error. (Not your fault.)

Best Answer

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Edward Jones requires that you have the ability to download to Quicken turned on , so you need to call the EJ tech support to make sure that it is "turned on".
    Have you done that?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Edward Jones requires that you have the ability to download to Quicken turned on , so you need to call the EJ tech support to make sure that it is "turned on".
    Have you done that?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • bhamilmesa
    bhamilmesa Quicken Windows Subscription Member ✭✭
    I'll do that. Thanks!!!
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    EJ, along with US Bank and probably others, require this so that they can turn on the billing for this service.  This billing, which varies by Financial Institution, goes to the bank/broker/etc and NOT to Quicken/Intuit.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    ENotACPA said:
    EJ, along with US Bank and probably others, require this so that they can turn on the billing for this service.  This billing, which varies by Financial Institution, goes to the bank/broker/etc and NOT to Quicken/Intuit.
    Edward Jones does it for security, they do NOT charge for downloading capability.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.