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Quicken Classic for Windows
Investing (Windows)
Why aren't margin loans included in my EJ Investment account downloads/updates any more?
imasapper
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?
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splasher
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.
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