QWin: When will I be able to download investment data from MillimanBenefits.com?

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
When will I be able to download investment data from MillimanBenefits.com?  MillimanBenefits.com is a 401(k) website.

Comments

  • Unknown
    Unknown Member
    edited November 2017
    I have the same issue. Quicken for Mac 2018 can not download from UBS correctly. Quicken 2017 had consistent numbers to the penny. What happened.
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    According to the fidir.txt file for Quicken for Windows, you should be able to log into their website and download information from them to import into Quicken via Web Connect .QFX file. 
    13666	13666	13666	Milliman	
    http://www.milliman.com/home/index.php	(888) 281-6387	
    https://www.yourbenefitsite.com/education/	
    ACTIVE	 	
    401K&WEB-CONNECT	 	 	
    NOT_QBP	NA

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Unknown
    Unknown Member
    edited October 2018
    Not true for Quicken MAC 2018. The quicken file format is not permitted. Only CSV, and Excel.
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2017
    Tim Swaty said:

    Not true for Quicken MAC 2018. The quicken file format is not permitted. Only CSV, and Excel.

    Here is the fidir.txt entry for Quicken for Mac: 
    13666	13666	13666	Milliman	
    http://www.milliman.com/home/index.php	
    (888) 281-6387	https://www.yourbenefitsite.com/education/	
    ACTIVE	 	401K&WEB-CONNECT	 
    NOT_QBP	NA
    Sure looks like they support Mac to me.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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