I am using Quicken for Windows. Most if not all of my Edward Jones accounts are duplicated

pegwhitehurst

I do the one-step updates. My Edward Jones accounts are duplicated. How do I fix this?

Quicken Carlos

Hi @pegwhitehurst,

Thank you for letting us know about the duplicate Edward Jones accounts you're seeing in Quicken. To better understand what may have caused this, I have a few questions:

• Were you prompted to reconnect or reauthorize your Edward Jones accounts during One Step Update?
• Have you recently disconnected and reconnected any of these accounts?
• Have you tried restoring a backup of your Quicken data file from before the duplicate accounts appeared?

In the meantime, review your Account List to identify the duplicate accounts. Before deleting anything, make sure you have a backup of your Quicken data file.

Delete the duplicate accounts

1. Before you begin, create a backup of your file.
2. After backing up, click on Tools on the top menu bar, then choose Account List (or hold down Ctrl+A on your keyboard).
3. Select the account you want to delete and click Edit.
4. In the Account Details window, click Delete Account.
5. To delete the account, you must type YES in the Delete Account window, and then click OK.

Important: Before deleting an account, verify that it is truly a duplicate and doesn't contain unique transactions or information you need to keep.

Reconnect the accounts if needed

After removing the confirmed duplicates, check whether your original Edward Jones accounts are still connected. If they are disconnected or need to be reconnected, follow these steps:

1. Go to Tools > Add Account.
2. Search for and select Edward Jones.
3. Enter your credentials and click Connect.
4. When Quicken displays the accounts it finds, select Link next to each account and match it to the corresponding existing account in Quicken. Avoid selecting Add, as this could create another duplicate.
5. Click Next, then Done when prompted.

Once you've completed these steps, run One Step Update and check whether the duplicate accounts reappear.

Please let me know how it goes.