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SOLVED - How to connect Prudential Retirement 401k account to Quicken

JamesSlade

Quicken Prudential 401k login issues SOLVED

For a long time I have reported difficulty setting up a connection to Prudential Retirement. There have been no definitive answers on how to do this...Here is how:

-- Login User ID: needs to be your whole social security number (without dashes), not your website login or anything else

-- Password: your Prudential Website login password

-- Account Number: Enter the Account Number as follows: ######X000000X####.
The account number consists of the plan # followed by a capital X, the subplan # followed by a capital X (if there is no subplan, use 000000), then the last 4 digits of the account owner’s social security number

This works!

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Joe Fiore

Trying to connect Quicken to Prudential Retirement, No luck - I have Windows and tried various recommendations over the years. Seems like Prudential points finger at Quicken. Is there a fix yet?

Quicken_Tyka

Hello @Joe Fiore

Thank you for taking the time to visit the Community although, I apologize that you haven't received a response.

We will need a bit more information to be able to assist. Please take a moment to review the information here and post back with the year and version of Quicken you are currently running.

Are you receiving any error messages or error codes when attempting to update? The more information you can provide regarding this issue will help the Community to better understand and assist.

Thank you,

-Quicken Tyka

Joe Fiore

I have Windows 10 Home version R23.22 with all current updates. Message received OL-304-A Financial Institution does not recognize the account

Quicken Anja

Hello @Joe Fiore,

Joe Fiore said:

I have Windows 10 Home version R23.22 with all current updates.

To clarify; did you mean "R33.22", or is R23.22 the current release you have running?

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

Joe Fiore

R33.22 is the latest release I have

Boatnmaniac

Joe Fiore said:

I have Windows 10 Home version R23.22 with all current updates. Message received OL-304-A Financial Institution does not recognize the account

The OL-304-A error code is sometimes an indication that something is wrong with the login information entered during Add Account so the FI does not recognize the login attempt.

I was involved in a Prudential 401k thread from last Dec that you might want to review: https://community.quicken.com/discussion/comment/20181773#Comment_20181773. About halfway down that thread is a post by @jerm324 where he says the Quicken setup instructions on the Prudential website are not correct. He says that the Customer ID entered into Quicken during Add Account needs to be your SS number (no dashes), not your Prudential website login ID. Two others posted after that saying that was the solution for them.

Why don't you try it and let us know if that fixes the issue for you?

scottpeele

I, too, am having issues with this. I have tried deleting and re-entering the account, changing the user name to my SSN without the dashes. Nothing is working for this account. I have version 33.24, build 27.1.33.24

DDChes

The Prudential instructions are wrong, which is incredible to believe, but they are.
Change your username (just within Quicken sign on) from your email to your full SSN, and it will work. I tried different things for 2 yrs with no luck. Problem solved after I did that.
Username - Full SSN (no dashes, just numbers) (Do not use your username for the site, use your SSN)
Password - Website Login Password
Account number is - acountnumberXsubplannumberXlastfourofSSN

System

This discussion was created from comments split from: Unable to Download Prudential Retirement Account Info into Quicken 2020.

JamesSlade

Ps56k2

tnx for sharing..... also [EDIT] updated the topic title to better reflect providing an answer

Pierce MD

This boggles my mind! Many have been trying for years to get Pru into quicken. Why do the instructions still ask for login user ID?

qknfloridaguy

I can not even find Prudential when typing it in, it's not an option for me at all. How di you find it among the list?

unknown

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blinesmom

Praise Baby Jesus and JamesSlade! You must have spent hours on hold to get the fix!!!

VSH

Amazing Find!!! I have spent hours over the past years, even yesterday with Quicken Help. They had no clue on this error. Do you think they should have some database of problems and solutions from their own Discussion website? They said call Prudential after about 30 minutes of trying. As simple as replacing your UserID with your SS#. Freaking amazing.......

espinosa1787

@JamesSlade Thank you for taking the time to post this. I got tripped up on both the username and account number. You saved my weekend!

Just to re-state the username is the Soc number without dashes

The account number format is
<Plan Number>X<Sub Plan Number>X<last 4 of soc>

Plan number then Capital X
Sub plan number then capital X
last 4 of Soc number

123123X123123X1234

Gary C

@JamesSlade Thank you!! I've been struggling with this for years. How hard would it have been for Prudential to post the correct instructions for the Quicken setup? And how many complaints have they ignored. Thanks again.

Quicken Paloma

Hello @Gary C,

Thank you for reaching out to Quicken Community. Pardon the frustration this issue has caused. If you come across any errors or have questions please let us know!

-Quicken Paloma

Stephen Fox

Prudential was working for me (using the account number scheme mentioned above) ... no issues for the last couple of years ... but stopped working 3 days ago ...

garysmith87

Prudential had some maintenance on their site the past few days. You might want to try downloading again.