Why aren't margin loans included in my EJ Investment account downloads/updates any more?

imasapper
imasapper Member
edited March 3 in Investing (Windows)
Starting in January, the overall value of my Edward Jones investment account is no longer accurate. It is overstated because the margin loan I have on that account no longer shows up in the account after updating. It was always accurate up until January 2022. What do I need to do to fix this?

Answers

  • splasher
    splasher SuperUser ✭✭✭✭
    I suggest that you contact EJ's tech support, I have always found them to be knowledgeable and helpful.
    I don't have a margin loan, so I don't have any advice.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
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