← Brokers

Edward Jones Canada

Canada

betaStatement fileFormats: CSV

How to export from Edward Jones Canada

  1. Edward Jones Online Access → Documents → Activity → Download (CSV).
  2. If you only have the PDF statement, copy the activity table into a spreadsheet and upload it as a custom CSV.
  3. Map the columns once and we remember it.

If the columns are not recognised, you map them once and we remember.

Read-only by design: Read-only: we can never trade or move money.