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MassMutual Retiresmart?

operaflute

Is this FI still not available for Quicken Download? I've been getting so much conflicting info from MassMutual themselves, but it's not in the Quicken instiiution dropdown list, that I can tell. (MassMutual Trust is something different.)
Has anyone been able to set up a MassMutual Retiresmart Account in Quicken 2019?

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Greg_the_Geek

Here are the 3 listings for MassMutual in fidir.txt.

60135 60135 60135 MassMutual - Insurance and Annuiti http://www.massmutual.com/mmfg/index.html N/A http://www.massmutual.com/mmfg/index.html ACTIVE BANKING,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
00163 00163 00163 MassMutual Federal Credit Union http://www.massmutualfcu.org (800) 940-9466 https://www.massmutualfcuhb.org/onlineserv/HB ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
17515 17515 17515 MassMutual Trust Company http://www.massmutualtrust.com/ 888-894-5354 http://www.massmutualtrust.com/ ACTIVE ACCOUNTINFO,INVESTMENT,401K&DIRECT NOT_QBP NA

operaflute

I think that means no, it can't be done, but I am not entirely sure!

More frustrating: neither their quarterly statements nor their online generated activity reports offer any detail, so even if you wanted to enter transactions manually, you don't have all the information.

Jim_Harman

What information do the statements provide?

If they break out what investments you holdat the end of the quarter, how many shares of each, what your contributions were, and what the ending value of each was, you can get a pretty good picture of what is going on in the account.

Even if it is just your contribution amount and ending balance, you can have something.

operaflute

It gives only dollar totals. No share amounts or share values. Maddening. Could I dig for the information online and somehow find it all? Probably. But, wow, I'd rather just move my money!

NotACPA

Create a fictitious security and value it at $1. Adjust the # shs held to match the statements.

Jim_Harman

To be clear "Adjust the # shs held" means use the Added or Removed transactions to make the number of $1.00 shares match the balance on your statement.

Do not use "Update Share Balance" AKA "Adjust share balance" because that will put confusing Placeholders in your account.

Rocket J Squirrel

operaflute said:

It gives only dollar totals. No share amounts or share values. Maddening. Could I dig for the information online and somehow find it all? Probably. But, wow, I'd rather just move my money!

That's what I would do. Is this an IRA? Move your money to one of the recommended brokerages. The destination brokerage might be able to pull your intact shares (whatever they are

Image: https://us.v-cdn.net/6031128/uploads/editor/ea/hgrsjb2rvbxp.png

operaflute

It's actually a 403(B), so not as easy to move, as it is an employer based plan. Need to look into whether I can just move stuff a couple times a year, perhaps.
But yes, thank you for the various work around ideas, all!