Financial checking accounts

brill

Hello, I have Deluxe Ver R50.16 and I am not able to get my Edward Jones checking account #0569 with transactions to appear on the list. The investment accounts and IRA accounts all appear but not the checking. I use one sign on for all EJ accounts. How do I get the check accounts with transactions to appear ? Any advice is appreciated.

NotACPA

EJ is a brokerage, not a bank, so you can't set it up in the same way that you setup bank accounts.

Instead, do TOOLS, Account List and click EDIT adjacent to your EJ taxable brokerage acct and then tick YES next to "Show Cash in a Checking Account". A fictitious account, with the cash txn in your brokerage acct will be created … it acts like a checking acct.