Does this version support download from Prudential 401k retirement accounts


  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited September 2019
    Prudential does support downloading 401k retirement accounts into Quicken.
    Quicken user since 1997
    Premier on Windows 10
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    Sherlock said:
    Prudential does support downloading 401k retirement accounts into Quicken.
    NOTE that this is Prudential's decision ... not Quicken's.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Robert RalyeaRobert Ralyea Member ✭✭
    edited September 2019
    Prudential does NOT support Quicken. In fact the only third party application that prudential downloads to is [removed] and you will not get any transactions, just daily totals.
  • Greg_the_GeekGreg_the_Geek SuperUser ✭✭✭✭✭
    Here's Prudential's FAQ about Online Access.

    For our COMMAND and Investor clients, Access Online allows you to:

    • Access real-time account information and quotes.
    • Get the latest news, market information, and daily commentaries.
    • Use online bill payment.
    • Track your portfolio.
    • Download to Quicken and Microsoft Money.
    Quicken 2017 H&B - Windows 10
  • ps56kps56k SuperUser ✭✭✭✭✭
    edited September 2019
    Here's the Quicken FI info - looks like 401k and Quicken Direct Connect
    01271    01271    01271    Prudential Retirement - 401k/403b/457    (800) 562-8838    ACTIVE   

    Quicken 2020 Deluxe - Subscription - Windows 10
  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭

    I wanted to add that there is an ongoing issue with Prudential. 

    For more information please see the ongoing thread here.

    Thank you,

    -Quicken Tyka
    -Quicken Tyka
This discussion has been closed.