I have spoken with the Voya Institutional Plan Services support desk and Quicken will not recognize the Customer ID and Password provided to me by Voya for the Quicken download. Voya is telling me it is a Quicken problem.
Since Voya Institutional Plan Services accounts point to the "foremployers.voya.com" link, the login ID (your SSN, a user name you create, or your company employee number depending on how you established access at your first login) is modified to add:
@company. This is supposed to point to the correct company website established at Voya for your company. As an example, I created a user name at my first login and I work for a company called Leidos, so the login for my account through Quicken should be:
username@leidos or "johnsmith@leidos"
To establish the "PIN" for Quicken, I was told by Voya that it is supposed to be the last 4 of my SSN, followed by the @ symbol, and then followed by the password I established at my first login. As an example, this would be: last four of SSN@password and look like the following "9999@12345678".
When I had worked for Lockheed Martin, I had established a Voya Institutional Plan Services account in Quicken for my 401K in the exact same manner, however, that account was linked via my SSN. When Lockheed Martin separated the IS&GS business segment of the company and "merged" it with another company named Leidos to create the current entity that exists called Leidos, we were given the ability to close our Lockheed Martin 401K through Voya and establish a new Leidos 401K with Voya.
In trying to establish the new Voya 401K for Leidos in Quicken 2016, the support desk at Voya is telling me there is an issue on the Quicken side as the way they set up the accounts for download has not changed.
Can you look at how Quicken is working with Voya and let me know if this is correct or if there is some change that has occurred so that I can establish this account in my Quicken?
