Customers using Quicken for Windows are unable to connect their Edward Jones investment accounts through Direct Connect (DC). During the Add Account process, customers can search for and select Edward Jones. However, immediately after clicking Continue, Quicken displays the following error: “We encountered an error when trying to connect to bank” The error occurs before the Edward Jones login screen appears, preventing customers from entering their credentials and completing account setup.
The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes available.
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Thank you!
(Ticket #12672656 - CTP-19243)
