Prudential Retirement 401k Upload has stopped working again

Question

Quicken Upload for a Prudential Retirement 401k plan has stopped working, again.  Up until Oct 2021 the pattern based on the Account, SubPlan, and last 4 SSN worked.  That pattern no longer works.  Has anybody figured out a new solution?

Boojum57 · Answer

Here is the instruction page from Prudential.  Its the multi-part account number pattern that no longer works.  I haven't called Prudential yet to see if they have an updated "how-to".  https://www.preparewithpru.com/docs/Quicken-Instructions.pdf

mdeck · Answer

I have experienced the same issue very recently (March) -- this is after many months of it working just fine.  I tried deleting the online connection -- it has not helped.  I tried the instructions here: https://www.quicken.com/support/error-when-using-online-services-ol-292
 Now, when I try to add a new connection, Quicken freezes and doesn't allow me to continue or to cancel.  Very frustrating.

Boojum57 · Answer

Thank you, Anja. This is a well know issue between Quicken and Prudential. The error returned is "Your financial institution does not recognize the account ". The issue in the past was with the account ID. The Prudential account ID was not recognized. Somebody discovered that you had to provide your ID and additional info in a special pattern: <6 account number>"X",<6 didigt subplan number>"X" for example"123456X123456X1234. This worked up until October of 2021.