How to connect to Employe's 401K when administer by a Financial Institute

HVH
HVH Quicken Windows Subscription Member
edited February 2022 in Download, Add/Update Accounts (Windows)
I have two accounts both of them through my employers and administered by Financial Institutes. In one case, the system forced me to go through my ex-employer webpage to gain access to the Financial Institute holding the account.

Is there any way to input in Quicken the site address and password directly without going through the setup which is limited to the institute listed on it.?

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Well, first, the financial institutions need to allow you to connect to them directly via Quicken, i.e., downloading is available through either Direct Connect, Web Connect or Express Web Connect. 
    Without knowing the names of the FIs involved nobody can really give you a definite answer.  If the FI managing your 401(k) from the ex-employer doesn't allow a connection to Quicken you could solve that issue by rolling over the 401(k) to an IRA with an FI that does provide for downloads to Quicken.
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