Lincoln Financial 403b not showing full amounts

Options
csddavies
csddavies Member ✭✭
edited April 2022 in Investing (Mac)
I'm trying to import my Lincoln Financial 403b information into Quicken. It connects with my accounts, however the numbers don't match. For example the Lincoln Financial website shows a value of $204,000 and Quicken says the value is $167,000. Is it not showing employee match values? Ideas on how to resolve this, if any?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options
    Hello @csddavies, 

    Thank you for contacting the Community, I am sorry that you are experiencing this issue. 

    First, I suggest deactivating and then reactivating all Lincoln Financial accounts that you may have. Here are some instructions on how to do so:

    FIRST, SAVE A BACKUP!

    Deactivate an account

    1. Click on the account name in the bar down the side of Quicken Mac
    2. Click the Settings gear icon in the bottom-right corner
    3. Click the Downloads tab
    4. Click the Disconnect account button
    5. Click Done

    Important: If you are deactivating/reactivating an account to resolve an issue, you will need to deactivate all the accounts with that affected financial institution that you have activated in Quicken (including hidden ones). Once they are all deactivated, then you can follow the steps to reactivate.

    To Reactivate Account(s)

    1. Click the account name in the list displayed down the side of Quicken to open the register.
    2. Click the Settings gear in the lower right corner of the register view.
    3. Go to the Downloads tab.
    4. Click the Connect Account button.
    5. Type in the financial institution name and walk through the wizard.
    6. Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s).
    7. Click Continue.
    I have also included a link to a support article that discusses these steps and some other details regarding deactivating and reactivating accounts: 

    https://www.quicken.com/support/mac/deactivate-and-reactivate-online-banking-services-quicken-account

    Please let me know how this goes, I look forward to hearing your response.
    Quicken Jasmine

    -Quicken Jasmine

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

  • csddavies
    csddavies Member ✭✭
    Options
    Ugh. Now I just get the spinning beach ball of death when I do that. Not sure what "Lincoln Financial" to choose.
  • csddavies
    csddavies Member ✭✭
    Options
    Ok. Reset them. Still the numbers are off. I guess I'm gonna have to contact "Lincoln Financial"
  • csddavies
    csddavies Member ✭✭
    Options
    @"Quicken Jasmine" any other ideas?
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options
    Hello @csddavies,

    Thank you for your response, I am sorry that this error is still occurring.

    Next, I suggest creating a test file and adding the Lincoln Financial account(s) to see if the error still occurs. First, we do recommend that you save a backup, just to be safe. You can create a test file by going to File>New>Start from Scratch. 

    Please let me know how this goes, I look forward to hearing your response. 

    -Quicken Jasmine

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

This discussion has been closed.

Categories