"Update 401k Holdings" menu option is no longer available

SJW Member
edited February 2022 in Investing (Windows)
I received my 401k statement quarterly and have always used the "Update 401k Holdings" to reflect the changes shown on the statement. This option - "Update 401k Holdings" no longer shows under the gear drop down icon.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Has the account been enabled for downloading? The Update 401k Holdings option will no longer be available if so.
    QWin Premier subscription
  • SJW
    SJW Member
    Right clicked on the account and edit. Went to the Online Services tab and it says "Set Up Now" which would indicated that it's not enabled for downloading. My 401k is with ADP and I've never been able to download transactions. Up until now, I've always used "Update 401k Holdings" on a quarterly basis.
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