Can't Link CircleK VOYA retirement plan to Quicken

Bob468736

I have a retirement plan that is administered by Voya, but can't get it to link to quicken. I am using Quicken for windows Premier and have the the latest version R40.21.
I have read most of the previous threads on this site and none seem to have the magic fix for this account. It seems that most are using the Voya Institutional Plan services then there with some @xxxxx behind the user ID when putting the information into quicken they suggest using what is in front of the @voyaplans.com in the login html. Well mine doesn't have anything like that and when I just try "circlek401k" which seems to be the plan identifier. Quicken gives me the message that I need customer ID and password. So seems to me it isn't liking the ID format that I am putting in. Here is the webpage information that I see when I have logged in my account on line. (with a few xx's added
https://my.voya.com/myvoyaui/index.html?_=16xxxxxxxxxxxx&domain=circlek401k.voya.com#/retirement/details/D544xxxxxxxxxxx

Bob468736

I thought that the web page that I use to log into the account might also be helpful. It is https://my.voya.com/voyassoui/index.html?domain=circlek401k.voya.com#/login-pweb

Thanks for any thoughts.

Ps56k2

Which of the Voya entries on Quicken have you tried to use ?

It would seem there are two issues -
1 - which of the Voya entries to use for setting up the Quicken Account
2 - what Voya credentials and syntax to use for setting up the Quicken Add Account

https://www.voya.com/news/2020/03/voya-financial-selected-new-service-provider-circle-k-retirement-program

10887    10887    10887    Voya Institutional Plan Services
https://voyaretirement.voyaplans.com    800-584-6001
https://my.voya.com/voyassoui/index.html?domain=voyaretirement.voya.com    ACTIVE
401K,ACCOUNTINFO&DIRECT

Bob468736

Ps52k2 Thanks for your response. I was trying to log in under the best results selection which was what it seemed like most of the online suggestions were using that being Voya Institutional Plan Services. I used the 2 links that were at the bottom of your page and tried to log in with them while the page looked the same as the one I log in on it didn't recognize my ID or password. Below is the web page that gets me into the site you'll notice that it makes reference to circlek401k.
https://my.voya.com/voyassoui/index.html?domain=circlek401k.voya.com#/login-pweb

Hope this helps you point me in the right direction. Thanks for your help.

[Deleted User]

@bob468736 - There have been several inquiries lately about signing into a retirement plan administered by Voya.  It also seems like each plan has its own unique sign on requirements to Quicken.  I would suggest that you contact your HR, or Voya's customers service phone line.  They would be able to tell you how to connect with Quicken for your specific plan.

Ps56k2

Bob468736 said: Voya Institutional Plan Services. . Below is the web page that gets me into the site you'll notice that it makes reference to circlek401k.
https://my.voya.com/voyassoui/index.html?domain=circlek401k.voya.com#/login-pweb

tnx - those URLS are for Quicken to use internally to access any defined financial institution....

It looks like the URL and domain syntax might be correct - EXCEPT that the CircleK domain is not there...
As @Damian mentioned - you might have to contact the Voya or CircleK folks to inquire how Quicken access has been setup ?

https://my.voya.com/voyassoui/index.html?domain=voyaretirement.voya.com
https://my.voya.com/voyassoui/index.html?domain=circlek401k.voya.com#/login-pweb