Voya institutional plan service

lovelydee16
lovelydee16 Quicken Windows Subscription Member ✭✭
edited April 2022 in Download, Add/Update Accounts (Mac)
I found the plan under investing using the instructions that was given from voya. I put my user id [Removed - Privacy] and pin and it is telling me to contact them at 855-663-8092 in order to sign up. I am not doing anything wrong and the plan is compatible to quicken so why is it that i am unable to download into quicken

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @lovelydee16,

    Thank you for reaching out to the Community with your question.

    When receiving a message to contact the financial institution while trying to set up and download your accounts, it usually means that the financial institution requires giving 3rd-party software authorization. This is usually the case when connecting via Direct Connect.

    I recommend reaching out to your financial institution to find out if they require Direct Connect authorization for Quicken.

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • lovelydee16
    lovelydee16 Quicken Windows Subscription Member ✭✭
    Thank you for your response I was actually able to download the information
  • Quicken Anja
    Quicken Anja Moderator mod
    You're welcome and thanks for the update! Glad to hear you were able to get downloads working. :)

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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