Edward Jones issue

bethwr
bethwr Member ✭✭✭
edited January 3 in Errors and Troubleshooting (Mac)

Edward Jones is not updating transactions since December 1. Not getting an error message, just not reflecting dividend transactions and other automatic transactions. Just me, or anyone else?

I've tried logging out, logging back in, disconnecting the account and reconnecting.

What else should I try to resolve the issue?

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @bethwr,

    Thank you for reporting this issue. Missing transactions—especially when no error code appears—can happen for a few different reasons, so here are a few things to check to help narrow it down.

    First, please review the steps in this support article. It walks through the most common causes, including:

    • Sort order or filters in the register (transactions may be there but not visible).
    • Pending vs. cleared status on the Edward Jones website—pending items won’t download.
    • Transactions older than the financial institution’s download window (typically 90–200 days).
    • Unexpected matching or renaming of downloaded transactions.
    • Recently deleted or moved transactions, which cannot be redownloaded.

    If none of the above applies and the missing activity is Direct Connect, please note that only Edward Jones can escalate Direct Connect data delivery issues, as the data comes directly from their servers.

    Hope this helps!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • bethwr
    bethwr Member ✭✭✭

    Yes, I'm still having an issue. It is direct connect, I've been a Quicken user since 1994, and I've never had this problem. I am not an active trader, so I just don't know what could be changing day to day that would cause such an imbalance.

  • Quicken Anja
    Quicken Anja Moderator mod

    @bethwr Thanks for the update. To help narrow down the issue, can you confirm whether you’ve followed the steps in the support article I shared earlier?

    Let us know! Thank you.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance and if you've tried the steps in the support article previously provided.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

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