Edward D. Jones

[Bob Pattison]

Has anyone, or is there a thread on working with EDJ activity downloads and MS Money?

Bob

[Bill & Michelle Becker]

When you look at your transactions on their website what download formats do they offer? ofx? qfx? csv?

On Sun, Jan 4, 2026 at 10:07 AM Bob Pattison <butn...@gmail.com> wrote:

Has anyone, or is there a thread on working with EDJ activity downloads and MS Money?

Bob

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[Bob Pattison]

Bill,

For account activity the downloads are CSV and Excel....but they seem to indicate that they support Quicken and QIF or other..so I have a call into them today to see where/how that can become available to me.

I tried downloading one transaction as CSV and then converting with online to QIF. Money could read it, but imported it as a cash transaction...not really a 'reinvest dividend' or other where one can see the shares/cost etcetera.

Thank you.
Bob

[Tom Meyer]

I moved to Fidelity from Edward Jones in 2023.  It was working at that time.  My password/account is no longer active so I can't check it.  It still answers my setup attempt.

<site>
    SiteName   : EdwardJones
    AcctType   : INVSTMT
    fiorg      : Edward Jones
    fid        : 823
    url        : https://ofx.edwardjones.com
    bankid     : 070100062
    brokerid   : www.edwardjones.com
    ofxVer     : 102
    appid      : QWIN
    appver     : 1700
    mininterval:
    timeOffset : -20
</site>

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