Cannot connect to and add accounts from Vanguard or Edward Jones...

rmccullough
rmccullough Member ✭✭
edited March 6 in Download, Add/Update Accounts (Windows)
Trying to connect to my Edward Jones account it just says "Sorry. We encountered and error. (It's not your fault.)".

The Edward Jones account gets to the security question step and just repeatedly asks the same question over and over again. Even when I copy/paste the correct answer from my EJ account.

Comments

  • rmccullough
    rmccullough Member ✭✭
    Top line refers to the Vanguard account. Not Edward Jones...
  • splasher
    splasher SuperUser ✭✭✭✭✭
    It has been a while since I set mine up, but you have to "turn on" the Edward Jones accounts so that they can be connected to Quicken for download.
    What I don't remember is if I was able to do it myself on the website or if I had to contact their customer support.  BTW, their customer support was always knowledgeable and glad to help when I did call.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
  • rmccullough
    rmccullough Member ✭✭
    > @splasher said:
    > It has been a while since I set mine up, but you have to "turn on" the Edward Jones accounts so that they can be connected to Quicken for download.What I don't remember is if I was able to do it myself on the website or if I had to contact their customer support.  BTW, their customer support was always knowledgeable and glad to help when I did call.

    That should already be enabled. The account is still working in an old Quicken file. I'm trying to add accounts to a fresh file.
  • rmccullough
    rmccullough Member ✭✭
    Well I was able to both accounts just now. No idea what changed...
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