Edward Jones is moving Quicken connections for investment accounts to a new connection method that uses secure sign-in (OAuth) through Intuit. Over the coming weeks, you may be prompted to reconnect your Edward Jones accounts.
What to expect
- If you add an Edward Jones account to Quicken, it will connect using the new, more secure method.
- Existing customers will be invited to migrate in phases, and you may see a prompt in Quicken. After a transition period, remaining accounts will be moved to the new connection.
- When you migrate, you’ll sign in with your Edward Jones credentials on a secure Edward Jones page.
Known limitations
- Annuity and Insurance accounts are not currently supported. They may not appear when you add or reconnect your Edward Jones accounts. We are working to address this and will share updates as they’re available. See Edward Jones’ FAQ for details: Which Edward Jones accounts should I be able to see in Quicken?
- Edward Jones Trust Company accounts are not part of this change.
