Ascensus retirement account not downloading data
I recently purchased Quicken Classic and am getting everything set up. I added my wife's 401k, which is through Ascensus, and it went through the verification questions - username/password of course, last four of SSN, DOB, and found the account. It's "set up" in Quicken now and will even connect and update. However, the balance shown is zero and there is no data shown in the account at all. There's definitely a balance in that account - I've tried removing, re-adding, adding through a different Ascensus option that popped up, everything I can think of. Nothing gets a balance to show. My 401k through Fidelity and investment accounts through Robinhood all work okay - it's just Ascensus that is not loading a balance. Anyone have an idea or fix?
Answers
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contact Ascensus
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I see 2 listings for Ascensus in FIDIR.txt, which records all of the FI's that have download arrangements with Q.
Which are you using? And, per the 2nd, is Vanguard involved in her 401k?Ascensus - RPLink https://www.ascensus.com/ N/A https://www.ascensus.com/ ACTIVE ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECT
Ascensus version of Vanguard Plans https://www.ascensus.com/ 973.758.1981 https://api.ascensus.com/rplink/logon.cfm ACTIVE ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECTQ user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Hers is Ascensus RPLink. But for good measure I tried both and got the same result. But it's definitely supposed to be Ascensus RPLink
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By any chance do you work for the same employer … and have the same 401k?
If so, then technically your employer owns the accounts … and because of that you'll need to disconnect YOUR account before hers will work.
It's an odd quirk that has existed for years, but no other remedy has ever been identified.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Nope, mine is through Fidelity, which works fine
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OK, one last thought before I throw my hands up and tell you to contact Q Support (via the link at the top of this page).
When you do TOOLS, Account list and click EDIT adjacent to her 401k, which option is selected under "Tracking Method" on the Account Details screen?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Tracking Method is grayed out, but it appears Simple - Positions Only is selected but can't be changed.
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