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QWin: Can not add my 401k John Hancock Pensions account into Quicken Premier

unknown

Can not add 401k account in Quicken Premier for John Hancock Pensions.

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UKR

To be able to give
you a correct answer, we need to know what version, feature level and release
of Quicken you are using. An answer
given for one product may not apply to the other.

Which version of
Quicken do you have: Quicken Mac or Quicken for Windows?

If Quicken for
Windows,

Do you have the US or the
Canadian version?
Which feature level do you
have?

US: Starter Edition, Deluxe, Premier, Home & Business, Rental
Property Manager

Canadian: Cash Manager, Home & Business
What version (year 20xx) and
release level do you have?
Click Help / About
Quicken (Mac: Quicken / About Quicken) to determine year/version and
release.

What version of Windows or Mac OS are you using?

unknown

Thanks for your response. I am using US Quicken Premier for WIndows 7x64.
Quicken Premier Version 2018 R2.3 Build 27.1.2.20

When i try to add my 401k account (John Hancock Pensions), it only lists John Hancock Financial services and wants me to put in a ticker. Please advise.

NotACPA

Thanks for your response. I am using US Quicken Premier for WIndows 7x64.
Quicken Premier Version 2018 R2.3 Build 27.1.2.20

When i try to add my 401k account (John Hancock Pensions), it only lists John Hancock Financial services and wants me to put in a ticker. Please advise.

Elaborate upon "wants me to put in a ticker".

OR, have you gotten to the point where it's asking what you hold in the account. What do you hold in the account, and does JH tell you the share balances? Does JH tell you the ticker for the security(s) held?

unknown

Thanks for your response. I am using US Quicken Premier for WIndows 7x64.
Quicken Premier Version 2018 R2.3 Build 27.1.2.20

When i try to add my 401k account (John Hancock Pensions), it only lists John Hancock Financial services and wants me to put in a ticker. Please advise.

It wants me to enter a ticker symbol for each security in my account. Quicken states, "If your computer is connected to the Internet, Quicken uses the ticker symbol to download security details for you. If you don't know the ticker symbol, click Ticker Symbol Lookup."
I don't know if these are related to the security but I currently have for my investment options:

Vanguard Mid-Cap Value ETF
Vanguard Growth Index Fund
Mid Cap Index Fund
Capital Appreciation Fund

John Hancock does not tell me the ticker.

NotACPA

Thanks for your response. I am using US Quicken Premier for WIndows 7x64.
Quicken Premier Version 2018 R2.3 Build 27.1.2.20

When i try to add my 401k account (John Hancock Pensions), it only lists John Hancock Financial services and wants me to put in a ticker. Please advise.

The first 2 MIGHT have ticker symbols that you could look up at Vanguard's website. BUT, in doing so, check the last quote for those 2 funds against what JH is showing.

MANY insurance companies have "clone funds" that have the same name as retail funds ... but COMPLETELY different prices.

The last 2 are probably proprietary JH funds. It's unlikely that they'd have available quotes.

SO, on that "What securities are in this account" page, I'd just enter the fund names ... and no tickers ... and see what happens. See the note at the bottom of the window.

Take a backup before proceeding any further with this ... just in case. It's easier to restore from a backup than to unwind all of this.

unknown

I am able to find the ticker symbols but I am still unable to sync my account from John Hancock Pensions as the only option is John Hancock Financial Services and I do not have an account with them. I still cannot add my 401k account from John Hancock Pensions (www.jhpensions.com). Please advise.

q_lurker

When you are adding an account, toward the bottom of the window, there is an "advanced setup" selection for you to click. That will let you add the account without making the online connection to JH.

Not all financial institutions support all account types. I have no idea if JH supports the 401k account into Quicken or not. You are saying no, based on what you have seen so far.

Once you have established the Quicken account manually to represent your JH 401k account, you will (apparently) need to maintain that account by manually entering the transactions. (Deposits to the account from your paycheck can still be "automatically" entered as part of your paycheck entry if that is what is happening.)

unknown

Seems like I will have to go the advanced setup route and manually update the account. Thanks for all yalls help. If anyone else has any suggestions, it is much appreciated.