Edward Jones Transactions

tbf47
tbf47 Quicken Windows Subscription Member ✭✭✭✭
edited September 16 in Registers & Transactions (Windows)

I am a long time Quicken user.

Version R63.21 build 27.1.63.21 Windows 10 Enterprise

I went a week during a recent move without logging in to Quicken. When I did launch one step update my accounts except for Edward Jones accounts updated normally. Ed Jones account do not show any transactions windows although they show balances in the side bar AND snapshot of account and pie graph.. I reset the accounts. I then deactivated and reactivated. Nothing has worked. Any suggestions?

Windows 10 * Quicken Premier user.

Quicken user since 198x something. Started with Quicken for DOS 5.X

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @tbf47,

    Thank you for letting us know you're encountering this issue. What you describe sounds like your investment account ended up in Simple Investing instead of Complete investing. If that is what happened, then to fix it, when you're in the account, click the gear icon near the upper right, select Edit Account Details, and on the General tab, near the lower left, click the radio button next to Complete - Positions and Transactions, then click the OK button.

    Screenshot 2025-07-19 at 3.04.55 PM.png

    Please let me know how it goes!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @tbf47,

    I have not seen a response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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  • gvalspoke
    gvalspoke Quicken Windows Subscription Member ✭✭

    I have same issue as @tbf47 - per Kristina suggestion above, I tried to change to 'Complete' but it is 'greyed' out and I am unable to change from 'Simple' to 'Complete'. What's happened to Quicken vis a vis EJ, since this has been working for over a year now.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gvalspoke,

    Thank you for letting me know you're seeing the same issue. To help troubleshoot, I checked our internal tools, and can see you're connected to Edward Jones via Express Web Connect rather than Direct Connect. That is why you're not seeing an option to switch to Complete tracking.

    The way to resolve that issue would be to backup your file and switch to Direct Connect, however, currently, Direct Connect is not working. See this alert for more details:

    https://community.quicken.com/discussion/7965059/new-8-16-25-edward-jones-ofx-direct-connect-ol-332-and-15500-error

    Once that known issue is resolved, I recommend that you backup your file, deactivate the problem account(s), then navigate to Tools>Add Account. Search for Edward Jones. Click the Advanced Options link.

    Screenshot 2025-08-16 at 12.28.24 PM.png

    Read the information screen, click continue, then make sure Direct Connect is selected, and click Next.

    Screenshot 2025-08-16 at 12.28.51 PM.png

    Follow the prompts. When you get to the Add/Link screen, make sure to carefully link your account(s) to the correct nickname in Quicken.

    Link to Existing.png

    I hope this helps!

    Quicken Kristina

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