How to link Boeing 401K to Quicken?

Unknown Member
edited October 2018 in Investing (Windows)
The Boeing 401K, which is one of the largest employer 401K's in the world (#2 by assets I think) does not seem to be linked to Quicken.  Any ideas on how to add this or any plans for quicken to add this to their database of "linked" 401K's?


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    What's the financial institution that actually holds the 401k?  They're the ones who make the decision about connectability ... not Boeing, or Q.
    The FI also decides what types of accounts are eligible for download.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • SandraStowell
    SandraStowell Member ✭✭✭
    edited August 2017
    All previous fund managers supported some level of download, .csv and Quicken. This is new this year, and the current manager does not even seem to identify themselves on the website:  the list of funds is shorter than previously, and the site is very barebones :-(
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