Unable to create a 401K Account in R37.62 Build 27.1.37.62

carlwebster
carlwebster Quicken Windows Subscription Member ✭✭
edited January 2022 in Investing (Windows)
Never mind, I see that the only option with Transamerica is a manual update.

Carl Webster
Citrix Technology Professional Fellow

The Semi-retired Accidental Citrix Admin http://www.carlwebster.com

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Answers

  • Quicken Jade
    Quicken Jade Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @carlwebster, are you still experiencing this issue? If so, what happens when you try and create a 401k account? Thank you!
    -Quicken Jade
  • carlwebster
    carlwebster Quicken Windows Subscription Member ✭✭
    Yes, still have the issue. I run into the same issue many others have posted where I get stuck in a "new account" loop. I never get to enter my Transamerica credentials and each time I go to Online setup and click Set up Now..., I get walked through creating a new account, which I just completed.

    Carl Webster
    Citrix Technology Professional Fellow

    The Semi-retired Accidental Citrix Admin http://www.carlwebster.com

  • carlwebster
    carlwebster Quicken Windows Subscription Member ✭✭
    Also, each time I walk through this process, about $225,000 in investment transactions get removed!!! I have to restore from backup after each attempt to set up a 401K account.

    Carl Webster
    Citrix Technology Professional Fellow

    The Semi-retired Accidental Citrix Admin http://www.carlwebster.com

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