Is Voya 401(k) limited to checking downloads and not investments

mcbowers

We have a new 401(k) with Voya. [Removed - Private Information] This did not work a second time. Quicken now has a dedicated sub-Voya link that I expect will link the account to our named plan. It does not link. States an error code with a message that essentially says "it's not you, it's me".

Quicken support tells me that investment accounts (including retirement) are not supported. This does not seem correct based on the 50+ named Voya investment nodes. Not sure support understands their system.

Is this a problem for others? Is there a workaround or hack I need to do? Other thoughts?

mcbowers

Retried [email protected]_name in combination of generic Voya account link. The connection appears to recognized investment elections but did not download recent past transactions. One step update looks like its showing a warning message of "your last online connection did not compete ..." When closed Voya shows as "one account updated"; "no new transaction"; "holding information updates as of 12/20/22". There are three tranches of transactions that should download through 2/28/23, but have not.

Restated application with no change or further success.

Boatnmaniac

There are several different Voya setup connection options available. Selecting the correct one is critical to getting a successful download connection set up. Which connection link(s) have you tried using?

mcbowers

The dedicated plan name. When attempted, the connection fails with a 501 error.

When using Voya Institutional Plan Services (generic), the account is recognized, investment options matched, but will not download or sync transactions.

mcbowers

My expectation is that this is a configuration issue on the Quicken side.

Boatnmaniac

Well, without the full name of the Financial Institution (with dedicated plan name as applicable) that you used in setting up for downloads I'm not able to ascertain which connection method(s) that FI supports.

But you did mention a “501” error code. Do you mean a CC-501 error code? If so that is an error code associated with Express Web Connect (EWC) connections. EWC does not support downloads from investment accounts. So, either your FI does not support downloads from investment accounts or your connection is being set up with the wrong connection method. I might be able to help in understanding what the situation if you will provide the full name of the financial institution.

mcbowers

The full name should not be needed, per your reply, it would be the connection method. Nothing that “EWC does not support downloads from investment accounts” and yet investment account are supported. What connection supports the connection and how does one toggle in the system?

Boatnmaniac

The full name of the connection link is necessary. There are many different Voya connection links in the FIDIR (Financial Institutions Directory) list and there are a lot of differences between them. The FIDIR is what instructs Quicken to know which Financial Institutions support Quicken, which connection method(s) they support and which type(s) of accounts they support. If you won't tell me what the full name of the connection link is then neither I, nor any other user or Moderator in this Community, will be able to be of assistance to you on this matter.

Actually, I'm not sure what your reluctance is about providing that information. Providing that information does not compromise any of your confidential information, nor your account ID & PW, nor any account data of any kind. It's no different than differentiating between “Fidelity Investments” and "Fidelity Net Benefits" or between “Wells Fargo” and “Wells Fargo Advisors”. It is just a general link available for anyone to use (assuming they have an account with them). There is nothing specifc regarding you and has absolutely no personal or confidential information in it.

But it's your choice. I will not be replying anymore unless you provide that information.

mcbowers

OK Thank you