Anyone able to connect to Transamerica 403b? (not the insurance portal)

cory949
cory949 Quicken Mac Subscription Member
edited 4:11PM in Download, Add/Update Accounts (Mac)

To connect to my Transamerica 403b, I need to connect to the employer and retirement accounts page at secure2.transamerica.com, but currently Quicken only connects to the insurance portal of premier.transamerica.com. Any recommendations on a fix please?

Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cory949,

    Thank you for reaching out. To help troubleshoot, please provide the URL (web address) that you use when logging into the account directly through the financial institution website. This information can be used to check our FIDIR (list of supported financial institutions) to see which connection option, if any, you can use to connect your account in Quicken.

    I look forward to your response!

    Quicken Kristina

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

Categories