I cannot get Quicken 2020 windows 10 to connect to my Voya retirement account?

Unknown

I see from previous threads this is not a new problem. I have tried the previous fixes and nothing seems to work. Can you help?

Boatnmaniac

I found this on the web:  https://msrs.voya.com/einfo/pdfs/forms/minnrs/650252/quicken_fact_sheet.pdf.

Unknown

did not work. I had no problem downloading this account for since 2003 and probably before, but since July 2019, not able to connect. No matter what I try.

NotACPA

doraymattocks468 said:

did not work. I had no problem downloading this account for since 2003 and probably before, but since July 2019, not able to connect. No matter what I try.

Please tell us EXACTLY what happens.  WHERE in the process that @Boatnmaniac provided does it go wrong and goes wrong in what way.

Unknown

I can no longer connect to Voya Institutional Plan services. I can not reset nor "pretend" to add a new account. I have 2 accounts in this plan.

I get the error OL-220A

If by chance the add does work, I can select to link one account to my correct account, the other account it finds is not the same account number to my 2nd account. I choose ignore. NOTHING downloads.

The new account (ignored) has zero $$ in it so it, nothing downloads, but according to VOYA this is the correct new number.

I have quicken 20 on a win 8.

I have tried resetting, adding and just plain old download transactions. ZiLCH

Unknown

Ok think we figured it out, but I need help changing the Quicken contact information. It has the website going to the general VOYA site, and not the Institutional site. How do I edit the information in quicken to the correct website.

Boatnmaniac

@doraymattocks468 - Sorry to disappoint you but we cannot change the URLs for financial institutions.   You need to contact Quicken Support and request them to get this corrected.  Quicken will then work with Intuit to get this corrected.

But before you do that, I noticed there are 2 different "Voya" links for account set up.  Are both of them not the right one for your accounts?

NotACPA

@doraymattocks468,

You might have chosen the wrong Voya name when setting up the account ... as they have several.  Which did you choose?

11995    11995    11995    Voya Financial Advisors, Inc.    http://voya.com/    800-356-2906    http://voya.com/    ACTIVE    INVESTMENT,ACCOUNTINFO&DIRECT                   NOT_QBP    NA

08857    08857    08857    Voya Financial Partners, LLC    https://www.voyaretirementplans.com    ING Website   www.INGRetirementPlans.com    https://www.voyaretirementplans.com    ACTIVE         401K&WEB-CONNECT              NOT_QBP    NA

10887    10887    10887    Voya Institutional Plan Services    https://voyaretirement.voyaplans.com    855-663-8092    https://my.voya.com/voyassoui/index.html?domain=voyaretirement.voya.com    ACTIVE    ACCOUNTINFO,401K&DIRECT    401K&WEB-CONNECT              NOT_QBP    NA