tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17770-connection-problem-with-accessing-investments-at-edward-jonesInfinite Kind: Discussion 2021-01-27T15:09:13Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489443842021-01-02T01:28:55Z2021-01-02T01:29:47ZConnection problem with accessing investments at Edward Jones<div><p>just a user, and just a guess.</p>
<p>Is it possible that you haven't enabled direct connect with Edward Jones?</p>
<p>Quicken uses more than one connection type, and often uses non private methodologies like web connect vs direct connect.</p>
<p>If this seems right, you might need to call Edward Jones and ask for direct connect to be enabled (and say Quicken, not moneydance - saying MD often gets a kneejerk "we don't support anything but Quicken") - the important bit is to get them to enable direct connect for you.</p>
<p>Some institutions charge for direct connect - I doubt Edward Jones would be there,but I have no idea.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489443842021-01-02T01:58:54Z2021-01-02T01:58:56ZConnection problem with accessing investments at Edward Jones<div><p>That's a great suggestion. I was assuming that having online access through their website would open that channel, so to speak. But I remember now having to make that specific request from Chase (I believe) many years ago before MD could make the connection. And I learned at that time that MD meant nothing to Chase!<br>
Thanks for the suggestion!</p></div>tkilberg