401(k) Transferred from Newport Group to Ascensus

Steady Red
Steady Red Quicken Windows Subscription Member ✭✭
edited December 2 in Download, Add/Update Accounts (Windows)

My 401(k) was managed through Newport Group. I was able to download transactions as a QFX into Quicken. With the account transfer, Ascensus does not have any functionality to download transactions to Quicken. I tried adding the account to Quicken to use a direct download function for Online Services and none of the 4 various Ascensus account types seem to work. Has anyone had success in getting transactions data from Ascensus into Quicken?

The website login is here: https://secure.ascensus.com/login/participant

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Steady Red,

    To help troubleshoot this issue, please provide more information. What happens when you try to connect to Ascensus? Have you been able to successfully connect, but not update, or are are you unable to add accounts at all?

    When I check on our end, I can see that you've been getting CC-502 errors when attempting to connect. Is that consistent with any error messages/codes you see on your end?

    I look forward to your reply!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories