Need help getting investment transaction downloading to work
David T.
sunfish62 at yahoo.com
Tue May 17 19:18:58 EDT 2016
Does Edward Jones have a “Save QFX/OFX/QIF” option? That would be the simplest.
> On May 17, 2016, at 6:46 PM, Craig Huff <huffcslists at gmail.com> wrote:
>
> I'm new to GC and migrating from QfW. I've gotten all the accounts set up
> and I was able to use the AqBankingWizard to access my Edward Jones
> account, but only enough to confirm my password is working and I can get
> the account numbers. I understand that I need to download the investment
> transactions outside of GC into an OFX file for import to GC and that's
> where I'm getting stuck.
>
> I had found a python script referenced (ofx-ba.py -- see
> stuffbillhasdone.blogspot.com/search/label/ofx-ba.py) that looked like it
> should do the job, and I've tried various tweaks to it in multiple attempts
> to download data from one of my Edward Jones accounts (investments vs. IRA
> accounts), but all my attempts fail and I've run out of ideas.
>
> Did I go off in a wrong direction or something? Is anyone on the list
> successfully downloading transaction data from Edward Jones?
>
> I would greatly appreciate any help solving this problem.
>
> --
> Craig.
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