Edward Jones banking/checking account

Sharpshooter
Sharpshooter Quicken Windows Subscription Member
edited February 2022 in Registers & Transactions (Windows)
How do I get an Edward Jones LLC account to connect with Quicken as a banking/checking account instead of automatically as an investment account?

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2022
    Hi @Sharpshooter,

    As best I can tell, Edward Jones is registered with the SIPC as a securities/brokerage firm.  They do not appear to have a bank as part of the securities firm (but that doesn't mean that they don't have a relationship with a bank - that may provide banking services to EJ clients).  Take a look at the documents that you received when you signed up with EJ and/or with recent statements to see if you can find the financial institution that holds the "bank account" you opened with EJ.

    Get back to us and we'll see if we can get you connected.

    Frankx

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  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You can't.  Everything from Edward Jones will be treated as investment related.

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

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