Hanging when setting up direct download from Edward Jones

cgthibault

When I try to "Set up Download" from Edward Jones, I enter the login info and click Continue. This brings up a dialog titled "Edward Jones needs you to authorize your accounts"

When I click the "Sign In" button, I get the following:

and it hangs. The "Cancel" button asks if I really want to cancel, but it doesn't cancel no matter how I answer. I have to use the Task Manager to close Quicken.

Has anyone seen this? Is there a fix or workaround?

Thanks

Quicken Laura

Hi @cgthibault,

Thank you for reaching out and sharing your experience.

I recommend creating a backup of your Quicken data file first, then validating it to check for and resolve potential file issues. Here’s how:

1. Go to File
2. Select Validate and Repair File
3. Choose Validate File
4. Click OK

Once the validation is complete, try reconnecting your account by following these steps:

Reactivate account

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

I hope this helps. Please let me know how it goes!