Are PAI 401k plans not an online option?

Drawdy
Drawdy Quicken Windows Subscription Member ✭✭
edited June 2022 in Errors and Troubleshooting (Mac)
I can't find them, CoPilot, or Ascensus.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @Drawdy,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this trouble with locating your Financial Institutions. 

    I have located Ascensus in the financial institution list which you are able to add. You may reference the screenshot below for the exact instance with which you would want to use.


    As for CoPilot, in order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    I hope this helps!

    -Quicken Jasmine

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