Idea for Quicken Classic Deluxe regarding Empower Retirement

ajlindse
ajlindse Quicken Windows Subscription Member
edited September 9 in Download, Add/Update Accounts (Windows)

It would be helpful to have a financial link to:

"https://participant.emplower-retirement.com/participant/#/login?accu=MYERIRA"

so Quicken user can download retirement and other account information. I have both a 457b Retirement account and a Personal Cash account. I currently have to track this information manually even though the cash account is associated with UMB bank. I reached out to Empower Retirement to inquire if they offered transaction downloads via Quicken and below is their response:

"Our partner Bank for Cash accounts is UMB. When you open a Empower Personal Cash program account, you are opening an account at UMB. However, you will access your account by logging into your Empower dashboard. There is not a username or password generated by UMB for accessing your Cash account through their website.

Empower Personal Cash accounts are not opened in a branch by UMB, which is why UMB does not offer their own online access for Empower Personal Cash accounts.

In order to link a Cash account to another aggregation site, the login credentials for your Empower Dashboard would need to be used for the linking process, which if allowed, would send over everything currently linked on your Empower Dashboard – not just the Cash account."

I've been using Quicken for over 20 years and this addition would be extremely helpful.

It would also be helpful if the market value from Zillow could be updated within Quicken.

Thank you for your consideration.

Warmest regards,

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