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How do I add a GRA retirement account to Quicken?

My wife has a TIAA-CREF GRA retirement account through SUNY and I can't figure out how to add it into Quicken. Help?

Best Answer

  • robbyberman27
    robbyberman27 Member
    Accepted Answer
    I got it to work by creating a 403(b) account and using TIAA as the bank. TIAA-CREF didn't work. All good now. Thanks.

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Why would it be any different than any other retirement account?
    The fund that the account holds is GRA, but the account is just a Q retirement account.
    BTW, my wife has one also.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @robbyberman27,

    I believe that some TIAA-CREF accounts allow Quicken downloads - have you attempted to set-up the account for downloading?  The process would be similar to setting up a bank account for download.

    If you haven't attempted it yet the first step is to add an account under "Investing & Retirement" in Quicken.  You need to enter the basic information about the account in Quicken and "connect" the account to TIAA.  You'll must have the log-in information that your wife currently uses to access her account(s) on-line. 

    Let me know if you have any specific questions or followups on the above.

    Frankx


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  • robbyberman27
    robbyberman27 Member
    Accepted Answer
    I got it to work by creating a 403(b) account and using TIAA as the bank. TIAA-CREF didn't work. All good now. Thanks.
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