Simple Solution to connect to Edward Jones

eurekapaul53

After changing my username and password on Edward Jones, Quicken Classic for the Mac would no longer update the accounts. (My credentials were not recognized.) I contacted an agent on Quicken Chat and got nowhere except to call Edward Jones. Specifically:

"Noe from Quicken: Thank you for the information. Upon checking here our information seems that they changed their sign in link, you have https://onlineaccess.edwardjones.com/app/oa-login (https://onlineaccess.edwardjones.com/app/oa-login) and we have edwardjones.com Have you contact them regarding that?"

I called Edward Jones Help and they gave me a simple solution for connecting my Edward Jones account to Quicken:

(1) Change Edward Jones password to be less than 20 characters and only alphanumeric characters—no special characters.

(2) Close Quicken.

(3) Log in to Edward Jones before opening Quicken.

(4) Open Quicken and connect accounts.

A tip. Also while connecting each account, some of the individual account numbers didn't line up between my existing accounts on Quicken and those presented in the Connection dialog box. It took me a few minutes to realize why. The corresponding account numbers were not always the last four:

Local Quicken program: Trad IRA 1369 (Corresponds to what shows on Edward Jones.)

Quicken Connection dialog: 12345136914

The bold illustrates the matching numbers. The dialog box does not show the account name so you need account numbers.

Last point. I think Quicken needs to address the following issues:

(1) Train their agents to recognize the password limitations.

(2) Update the software to recognize more complex passwords. In this day of hacked websites and compromised passwords, Quicken ought to address basic issues like this before developing more features.

Quicken Anja

Hello @eurekapaul53,

We appreciate you taking the time to share this information here in the Community, and went ahead and moved your post to our Mac FAQ category to make this easier to find for others seeking a solution.

Thank you!