Mass Mutual annuity account not downloading to Quicken

Mark0315

Since I updated my Quicken for Mac to Ver. 7.9.1 I am not getting any downloads from my Mass Mutual Annuity account. The balance went to $0.00 on 9/14 and remains there. There are no error messages. I have tried resetting the connection but have had no success.

Quicken Kristina

Hello @Mark0315,

To help troubleshoot this issue, please provide more information. Are you encountering this issue with MassMutual - Insurance and Annuiti, or with one of the other MassMutual connection options (see screenshot below)?

If you haven't already done so, please backup your file and go to Accounts>Hide and Show Accounts to verify that you don't have any accounts that are inactive or closed on the financial institution side, but still trying to connect in your Quicken file. If you see any accounts that shouldn't still be trying to connect, but are, then please deactivate those accounts and test to see if the issue persists.

If the issue still persists, please backup your file, deactivate your account(s) with Mass Mutual, then reconnect the account(s) by going to Accounts>Add Account and following the prompts, making sure to carefully re-link the account(s) to the correct name in Quicken.

Please let me know how it goes!

Mark0315

It is MassMutual - Insurance and Annuity. I deactivated the current account and added a new account. When I Set the new account up it showed the balance, as soon as I downloaded the information it shows a $0 balance

Quicken Kristina

Thank you for your reply,

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

lbit

Did you get a resolution to this?