I have added Edward Jones accounts to my Quicken Classic for Windows account. They are showing zero $. When I go to update transactions it asks for the password with no place to ADD a password? So I can't update the accounts?
[Edited - Readability]
On the Account List (Tools menu), does this account show Direct connect or Express Web Connect as the connection method?
It has been a long while since I had to add an account at EJ, but if I remember correctly, you have to agree to having a third party (Quicken) connect to EJ for downloads on their website. I don't think that your current issue is caused by this though. I have found that contacting EJ support (not your local advisor) to be very helpful and knowledgeable about Q connections, but not necessarily how to use Q.
It says Direct Connect.
I know no one ever really wants to, but I think your best course of action is to contact Quicken support at https://www.quicken.com/support#contact-support.
@ianschneid,
Just checking in, as we haven't heard back from you in a while.
Were you able to contact our support team to report/resolve this?
Thank you!
Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.
Due to the lack of a response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
