Add Online Service to Existing 401K account

Catfish01

I have a 401k account in my quicken file that I have had there for a few years. I want to now add the Online Services to the account (that was not done previously). When I try to do this, it forces me to create a new 401K account. I do not want to do that since there is several years of history in the account in my quicken file. Is there a way to add the online services to an existing 401K account?

Jim_Harman

• Back up your data file in case something goes wrong
• Select the account.
• Click on the gear at the top right
• Select Edit account details
• Enter the name of the financial institution and the account number
• Click on the Online Services tab
• Click on Set up now and follow the prompts
• If you are presented with a list of accounts, be sure to select the correct one and Link it. Do not choose Add

Catfish01

I do that and when I get to the Online Services Tap it wants me to set up a new account.