TIAA Accounts misidentified as 401K

MKSinNC2023 Member
edited July 2023 in Investing (Windows)

Not all my accounts are being down loaded, but the ones that are downloaded record as 401K. My investments are all 403B accounts. The is one loan account; properly identified.


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @MKSinNC2023,

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

    Before I can further assist you, I require some more information. When did you first notice this issue? Have they been identified as 401k accounts since being first added to Quicken? What is your connection method with TIAA? You can see the connection method by navigating to Tools > Account List.

    I look forward to your response.

    -Quicken Jasmine

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