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Quicken Classic for Windows
Investing (Windows)
Unable to create a 401K Account in R37.62 Build 27.1.37.62
carlwebster
Never mind, I see that the only option with Transamerica is a manual update.
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Quicken Jade
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
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.
carlwebster
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.
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