Edward Jones **

Tom B

Edward Jones in adding ** in front of all Mutual fund transactions. Quicken does not recognize them other than a withdraw or deposit.

Quicken Jasmine

Hello @Tom B,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue. 

First, I suggest creating a test file and adding the Edward Jones Mutual Fund account(s) to see if it produces the same issue with the asterisks in front of the transactions. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

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

splasher

I use Edward Jones and I don't see ** in any of my downloads, mutual funds or stocks.  Exactly where are you seeing the ** in the download?  Which field?  Any particular MF?  On the Account List (Tools menu), does it show Direct Connect or Express Web Connect?