Oneamerica 401k accounts

Gstafford61
Gstafford61 Quicken Windows 2017 Member
edited January 2022 in Download, Add/Update Accounts (Windows)
Is there a way to get quicken to download the information from oneamerica web server versus manually entering all the accounts info?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Gstafford61,

    Thank you for reaching out to the Community with your question.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    Also, in order to better assist you further, could you please provide the URL web address of OneAmerica that you use to sign in and access your accounts online?

    Please, check back and let us know! Thank you.

    -Quicken Anja
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  • Gstafford61
    Gstafford61 Quicken Windows 2017 Member
    It’s version 32.10.
  • Gstafford61
    Gstafford61 Quicken Windows 2017 Member
    I spent 20 minutes talking to the support center with unsatisfactory results.
  • Gstafford61
    Gstafford61 Quicken Windows 2017 Member
    Oaretirement.com
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2021
    What sort of unsatisfactory results?  What happened? What did they have you try?
    Because OneAmerica (note that it's a single word) appears to support Q in several ways.
    OneAmerica    http://www.oneamerica.com/Home    NA    https://www.oneamerica.com/login    ACTIVE    INVESTMENT,ACCOUNTINFO,401K&DIRECT  
                  
    OneAmerica Retirement Services    http://oaretirement.com/    800-660-6282    http://oaretirement.com/    ACTIVE         401K&WEB-CONNECT

    OneAmerica Retirement Srvcs LLC    https://oaretirement.com    1-800-851-2119    https://oaretirement.com    ACTIVE         401K&WEB-CONNECT

    BUT, for oaretirement.com, ONLY the web connect method of download is supported.  That means that you need to log into their website and initiate the download from there.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Gstafford61
    Gstafford61 Quicken Windows 2017 Member
    The phone support was extremely unproductive, The person was just reading form a scripts would not let me explain the situation. They were taking down the pathway that I had been down over 10 times. Finally I ended the call because it was a waste of time.

    I can only download in PDF, or excel format and can the Quicken program extract the information from that format(s)?
    OR do I have to hand enter the information? which is rather ridiculous to spend over $ 100 for this program?
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2021
    Keep looking.  My wife previously had a OneAmerica account ... and I had no problem with downloading the transactions from the website ... although I seem that it was a bit tricky to find our WHERE to initiate the download.
    Unfortunately, she had that account sufficiently long ago that her ID no longer works, so I can't provide detail about where to find the spot to initiate the download.
    You also might try calling one of the phone numbers that I displayed and see if OA themselves can help.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.

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