Having issues setting up Lincoln Financial Annuity account on Quicken (Windows)

dmurad53

We have a new annuity with Lincoln Financial. We were able to set everything up with the Mac version of Quicken. Updates work with no issues. Using the Windows version is another story. With the Mac we selected Lincoln Financial Annuities as the institution. That is not available on the Windows version. Selecting Lincoln Financial Group on the Windows version gets me this error notice and the account is not set up .

dmurad53

Thanks - I will give it a try Monday
It's nice to see that the discussion forum is monitored

Quicken Jasmine

Hello @dmurad53, 

Thanks for reaching out to the Quicken Community with this issue. 

The error message that you are receiving means that you must request direct connect access from your Financial Institution. They will be able to provide you with a direct connect username and password. The reason this worked on your Quicken for Mac and not for Windows is due to them having different FIDIRs (servers).

I hope this clears things up!

dmurad53

Thanks - I will give it a try Monday
It's nice to see that the discussion forum is monitored

Quicken Jasmine

Hello @dmurad53,

You are very welcome!

Please do not hesitate to reach out with any further questions or concerns. 

dmurad53

No body at Lincoln Finacial knows what I talking about. Do you have any other suggestions ?

Quicken Jasmine

Hello @dmurad53,

Thanks for reaching back out. 

Unfortunately, this is a financial institution-specific error meaning that only they can help you resolve this issue. It is recommended to request to speak to a tier 2 agent or a supervisor as they are generally more familiar with third-party applications such as Quicken. 

I hope this helps. 

dmurad53

I'll give it a try Thanks