Edward Jones Period Start and Period End dates may be outside of Stax.ai's "allowable range" for the period.
Extractions:
Beginning Balance
TX: Deposits
TX: Withdrawals
TX: Fees
Gain/Loss
Ending Balance
The normal Transaction Detail guidelines will be followed and used for these statements
Table Name: Transaction Detail
Column Names: Date, Description, & Amount
We will not include Retirement Monkey Market Detail in the Transaction Detail.