Quicken keeps asking for a password when I'm trying to set up my Edward Jones Account

ianschneid
ianschneid Quicken Windows Subscription Member ✭✭
edited August 2 in Download, Add/Update Accounts (Windows)

I put in the ID and PW. Quicken finds the account and says add to quicken. After clicking yes, quicken brings up a password screen again with no place to add it?? The account gets added as a hidden account, but it isn't updated because it keeps asking for a password with no way of adding it?

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you checked with the Edward Jones help group, I have always found them to be very responsive and helpful.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/7963766/quicken-keeps-asking-for-a-password-when-im-trying-to-set-up-my-edward-jones-account

    Sometimes a picture is worth a thousand words …
    Can you please capture one or more images of the parts of your Quicken window showing the issue (the 2nd password screen), sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s)here?
    How do I post a screenshot in the community from a mac

    How do I post a screenshot in the community from windows

    Please save images to files of file type PNG or JPG only. They're easier to work with than PDF files.

  • ianschneid
    ianschneid Quicken Windows Subscription Member ✭✭
    Screenshot 2025-06-29 081416.png

    Here's the screenshot. Can't enter the pw? This comes up after seemingly successfully entering the ID and PW. Quicken finds the account and this comes up?

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 29

    I just created a new test file and added an Edward Jones investment account to it.

    I was asked for my EJ username and password. One of the selections was "add password to Quicken Password Vault". I chose yes and gave it a password for the vault since it did not exist yet. I was then presented the list of 5 accounts I had with EJ and changed selections so that only one account would be added. The download happened, the register was presented with a bunch of transactions entered, some placeholders dated 5/14/25, some transactions all dated 5/15/25 or after.

    No second password was ever asked. I did a second One Step Update, entered the Password Vault password and a download was attempted, successful but nothing was downloaded (makes sense(.

    So, I can't reproduce your issue.

    [added] To download transactions from EJ, you have to get it turned on at the EJ end of the process, have you done that?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • ianschneid
    ianschneid Quicken Windows Subscription Member ✭✭

    I believe so. I can download documents. I didn't put the login into the vault? Should I try that?

  • ianschneid
    ianschneid Quicken Windows Subscription Member ✭✭

    I tried adding to the vault. Didn't make any difference. It finds the account with the option to add to quicken. When I hit the next button - that password screen comes up and I can complete the process?

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