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

imasapper
imasapper Member
edited March 2022 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 continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
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