Problems connecting with my Edward Jones Brokerage accounts

l3leblanc

I'm not able to connect with my Edward Jones Brokerage accounts anymore on Quicken for MAC. Have been trying for three days. Any suggestions?

Quicken Jasmine

Hello @l3leblanc,

Thank you for contacting the Community, I am sorry that you are unable to connect to your Edward Jones Brokerage accounts. 

In order to further assist you, I require some more information. Do you receive any error codes or messages when trying to connect? By 'connect', do you mean that you are unable to perform the 'update all' procedure or that you are unable to add the accounts? What version of Quicken are you using? You can see this by going to Quicken>About Quicken.

I look forward to hearing your response.

l3leblanc

Initially I received a "Download Error 2003" when I do my daily update. I tried resetting my connection. Then I get a message "Quicken cannot connect with Edward Jones".

l3leblanc

Also, I'm using Quicken for MAC version 6.6.0. I updated a program update this past week.

Quicken Jasmine

Hello @l3leblanc,

Thank you for your responses. 

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Please let me know how this goes, I look forward to hearing your response.