Edward Jones

[Tivo'ed]

Nearly two years after switching, Edward Jones is now downloadable to Quicken.

 

[Your Uncle Albert]

I just came from my EJ account on-line, looked all over (and even looked at
the site map), and could not see a thing about downloading. Maybe not all
accounts are now there?

YUA


Nearly two years after switching, Edward Jones is now downloadable to
Quicken.

 

[Tivo'ed]

Yeah, you're right, nothing in your account, but it's there anyway.

When you connect to EJ, before going to Account Access, you have to do
some searching.....

Investments & Services...
Account Services...
Online Services...
Personal Financial Management Software...
Quicken...

gets you to
http://www.edwardjones.com/cgi/getHTML.cgi?page=/USA/products/online/download/quicken.html

where it explains how to set it up. Really buried, but it works. The only trouble I had was on
some accounts
it didn't always know the difference between cash and money market funds. I think EJ will change
from money market to cash when non-investments fall below some dollar value.