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

Options
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 ✭✭✭✭✭
    Options
    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 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.

Categories