Voya institutional plan service

lovelydee16

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

Quicken Anja

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!

lovelydee16

Thank you for your response I was actually able to download the information

Quicken Anja

You're welcome and thanks for the update! Glad to hear you were able to get downloads working.