Download Equitable 401k transactions not working

rk photo

Anyone know how to connect to a Equitable 401k account.

Trying to import it to Quicken for mac Version 7.1.2 (Build 701.49356.100)

I have tried downloading QFX files and it will not read it.

I get the error "This FI is inactive, we cannot connect"

Any work around would be great.

Thanks

Quicken Jasmine

Hello @rk photo,

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

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed. 

I look forward to your response.

rk photo

On the equitable website I have these options on what type of file to download

Screenshot 2023-07-26 at 3.48.24 PM.png

Then Quicken gives me these options to import

Screenshot 2023-07-26 at 3.49.10 PM.png

Then this is the error message I get

Screenshot 2023-07-26 at 3.49.26 PM.png

Thanks

Quicken Jasmine

Hello @rk photo,

Thank you for providing more information.

Do any of the instances located in the screenshot below align with your financial institution?

I look forward to your response.

rk photo

Yes I tried Equitable Life

that is the one I got the error message from.

Quicken Anja

Hello @rk photo,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

This is a known issue that has been escalated internally, though we apologize that you are experiencing this. While the investigation remain ongoing, please refer to this Community Alert for any and all available information and updates.

We apologize for any inconvenience in the meantime! Thank you.

rk photo

So this means it used to work and now there is a bug?

Or it never worked and its being worked on?

rk photo

Also if it works again, which version of the file should I try to download

Thanks for you help! Richard

Quicken Kristina

Thank you for your reply @rk photo,

It means it previously worked and now there is an issue. Is that screenshot you included from the financial institution's website? If you're trying to download a file to import into Quicken, the file format you would need is .QFX. This article provides more information about what file formats can be imported into Quicken and how they are used.

Thank you.

rk photo

Yes that is from the Equitable website.

I downloaded the QFX file and got the error message I uploaded before.

Thanks