Lincoln Financial 401k

DRDuttry
DRDuttry Quicken Mac Other Member
edited July 2023 in Investing (Mac)

Hi,

My wife has a 401k through Lincoln Financial Group. I was able to add the account under investments --> 401(k) through direct connect, however, it is showing the account balance as $0 and not downloading any of the investments (it has been like this since i tried setting it up). Any advice on how to resolve this issue? I am using Quicken Version 7.1.1 on MacOs Monterey 12.6.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @DRDuttry,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    First, I suggest creating a test file and attempting to add the Lincoln Financial account(s) to see if the same issue occurs. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding (just in case).

    Please let me know how this goes.

    -Quicken Jasmine

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