Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Axa 403B Supported?
4pickering
I am a windows quicken user for over 20 years, currently under the new subscription model (latest release). I have a Axa 403B I would like to track in quicken. I added the account as an Investing/Retirement 403B and track deposits from my paycheck into it, but cannot seem to link the account online. If I try to add Axa as a straight Brokerage account I can login, but the account is reported as "Unknown Type". If I try to activate online services from the existing account, Axa is not listed. I did try updating the FI list in Online Center, but no luck. How can I track this account?
Find more posts tagged with
Accepted answers
Frankx
Hi
@4pickering
,
It appears that Axa/Equitable do not support connections with Quicken for their retirement-type accounts, so you won't be able to use Quicken to connect directly to your account. You will therefore need to set-up the account as a manual account.
Even if the setup of the account in for manual entry, it may be possible to download a data file from your provider and import that file into Quicken. You'll have to login to the account online to see if a downloading is available. If you don't see anything on the website about this, I'd still suggest that you contact the financial institution and specifically ask whether they provide indirect/downloading of data that is Quicken compatible.
Good luck!
Frankx
All comments
Frankx
Hi
@4pickering
,
It appears that Axa/Equitable do not support connections with Quicken for their retirement-type accounts, so you won't be able to use Quicken to connect directly to your account. You will therefore need to set-up the account as a manual account.
Even if the setup of the account in for manual entry, it may be possible to download a data file from your provider and import that file into Quicken. You'll have to login to the account online to see if a downloading is available. If you don't see anything on the website about this, I'd still suggest that you contact the financial institution and specifically ask whether they provide indirect/downloading of data that is Quicken compatible.
Good luck!
Frankx
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
