Edward Jones Mastercard account

bperboy's Avatar

bperboy

09 Sep, 2022 12:15 PM

Can you tell me if Edward Jones Mastercard works with OFX? I know the regular investment accounts do, I have used that for years.

The EdJ Mastercard uses a different online account: www.edwardjonescreditcard.com, so I am not sure the same OFX method will work..

  1. Support Staff 1 Posted by Maddy on 09 Sep, 2022 01:09 PM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    It seems that only Edward Jones (INVESTMENT) support direct connect and for Edward Jones - Credit Card (https://www.edwardjones.com) you may want to consider trialing Moneydance +.

    Alternatively, we'd recommend importing your data manually for the time being. You can download it using the OFX or QFX file format, if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
    The steps for manually importing your data are outlined in this article from the Knowledge Base.

    --
    Maddy, Infinite Kind Support

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