Downloading annuities data from Edward Jones.

sgreen78619 Member ✭✭
edited January 2022 in Investing (Mac)
Quicken for Mac can login to my Edward Jones account and can down load data from cash/fund account but ignores the annuities data. Can we change this to download both and combine it for each account that I have?


  • Quicken Jasmine
    Hi @sgreen78619,

    Thank you for contacting the community regarding this question. Considering this is concerning data being downloaded from your Financial Institution, it seems as though that would be up to Edward Jones to release this info, however, I suggest creating a test file and adding your Edward Jones account to the test file to see if the downloads and data react in the same way so that we can rule out the possibility of this being a decision made by the Financial Institution. 

    Please let me know how the test file goes, I look forward to hearing your response. 

    Thank you,
    Quicken Jasmine

    -Quicken Jasmine

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