QM CLASSIC DISPLAYS ERRONEOUS BALANCE OF $0.00 FOR LINCOLN FINANCIAL RETIREMENT ACCOUNT
Hey, @Quicken whomever, why were these discussions concerning Lincoln Financial Services closed? I see nothing regarding Lincoln Financial;s disposition.
I just set up a new Lincoln Financial Group account using Quicken Connect and the "Lincoln Financial - Retd. Services (66371) FI. Authentication works, the account is found and displays the correct balance but when you continue and complete the account setup, the balance displays as $0.00 - same a last year.
If Quicken no longer supports Lincoln Financial Retirement Services and is NOT GOING TO FIX THIS, PLEASE SAY SO - AND REMOVE LINCOLN FINANCIAL SERVICES FIs IN QUICKEN. YOUR CUSTOMERS SHOULD N0T HAVE TO "TRY" THIS ONE OR THATONE TO FIGURE OUT NONE OF THE FIs WORK FOR THE LINCOLN FINANCIAL GROUP. THERE IS A LOT OF "DEAD WOOD" LIKE THIS IN THE FINANCIAL INSTITUTION DATABASE AND IT SHOULD BE CULLED OUT PERIODICALLY TO MAINTAIN ONLY WORKING FINANCIAL INSTITUTIONS.
Comments
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Hello @Scott Saylor,
Thank you for letting us know you're still encountering this issue. When I check on the alert, I can see it was marked resolved in October.
If you haven't already done so, please backup your Quicken file, deactivate the account, then reconnect the account by going to Accounts>Add Account, and following the prompts.
Once that is done, please test to see if the issue persists.
Please let me know how it goes!
Quicken Kristina
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I have tried this. Today, I added a brand new account (not deactivating and reactivating) and it behaves the same. I doubt it is working for anyone with a Lincoln financial retirement account.
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Thank you for your reply,
We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.
We apologize for any inconvenience!
Thank you.
(CTP-12229)
Quicken Kristina
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Done, as numerous times before for this issue. This is NOT resolved and the case never should have been closed.
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I left the account set up and a before QM thinks it updated successfully and processed 1 transaction (which it did not - still displays a zero balance). As I stated previously, this is a Quicken display issue.
Please, DO NOT CLOSE THIS DISCUSSION UNTIL THIS ISSUE HAS BEEN RESOLVED. Doing so prevents users from posting any additional relevant findings.
[Edited - Removed Personal Information]
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Thank you for your replies,
Discussions on the Community get closed after they have been inactive for about 30 days. To prevent a discussion from being closed, one would need to post every few weeks to keep it active. The ticket created for this issue will remain open, even if this discussion gets closed.
Thank you!
Quicken Kristina
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@Quicken Kristina - these ae the 2 financial Institutions that connect successfully but display a $0.00 bakance.
Lincoln Financial - Retd. Services (66371)
Lincoln Financial Group - Retirement Plans (66742)
I can disconnect them, reconnect them and use them to add a new account. The balance displays correctly during setup (found and matched) but the balance is displayed as $0.00 when seyup is complete
Quicken needs to either repair these FIs so they work or delete then from the list for Financial Institutions sincethye are not working.
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Thank you for the follow-up,
Thank you for providing that additional information. I'll pass it on to the team working on the issue.
Thank you!
Quicken Kristina
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Hello @Scott Saylor,
This is now considered a known issue and has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates and information.
We apologize for any inconvenience in the meantime! Thank you.
-Quicken Anja
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This is still not fixed. Please either fix these FI scripts or delete the FIs that do not work from the Quicken FI Database.
IT MAKES NO SENSE TO PREENT A FI FOR A QUICKEN CONNEC0TION WHEN IT DOES NOT WORK!
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Hello @Scott Saylor,
I understand your frustration, and I appreciate your patience. This issue has been escalated internally, and our teams are actively investigating. While we do not have an ETA for resolution at this time, we encourage you to keep an eye on the Community Alert for any updates as they become available.
We sincerely apologize for the inconvenience and appreciate your understanding.
Thank you for bringing this to our attention.
-Quicken Jasmine
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How are we doing on fixing these download issues Quicken has ben having lately? I haven't seen anything cross the email digest or Community Alert page in Months. Only 2 of my original 6 FIS still download transactions successfully. I didn't renew my Quicken subscription because I can't justify the expense just to download for 2 account's. I can enter a few transactions manually (scription free) every day in much less time than I've spent troubleshooting these issues! If 1 or 2 more worked, might be worth renewing.
Regards,
Scott
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Thank you for the follow-up @Scott Saylor,
The team working on the issue just updated the ticket saying that you should now be able to see the correct balance, even if you still can't see the positions.
Are you able to confirm if you see that in your Quicken?
Thank you!
Quicken Kristina
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@Quicken Kristina - - Thanks for your reply but I can not validate your response. With only 2 FI downloads working out of my 6 original FIs (which had been downloading transactions successfully for the last 15 years), I could no longer justify the expense of a QM Classic renewal.
f Lincoln Financial Retirement Services downloads are displaying the current balance - and the Citibank Home Depot card FI is working, I would consider renewing my subscription. I will reach out tot the Community for validation.
ATTN: OTHER COMMUNITY MEMBERS USING LINCOLN FINANCIAL RETIREMENT SERVICES FI
Is your Lincoln Financial Retirement Services FI working correctly now - displaying the current balance instead of $0.00? If so, please confirm by responding to this post and confirm which Lincoln FI you are using.
Thanks in advance!
Scott
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I have two accounts on Lincoln Financial. I tried setting up a brand new quicken file and add the Lincoln accounts to it using "Lincoln Financial-Retd. Services". After I put in the account credentials it showed the two accounts with the correct dollar amounts. When it was finished the IRA account showed no dollars and the Roth account showed a number, but not the total number that was showing when I started the process. The Roth account has two sub accounts and it was showing the number from one of the sub accounts, but that number was not totally correct.
I also tried using two other other Lincoln Financial institutions, but they showed exactly the same information.
Thank you,
Dan
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Dan, I only have one 403b account that would display the correct balance during the transaction download setup after logging in, finding and matching account, you click DONE, the balance displayed as 0.00 example.
Are you getting a valid balance displayed on either account?
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Thank you for your reply @Dstall,
Thank you for letting us know the issue is still persisting. So that we can further investigate, please navigate to Help>Report a Problem and send us a problem report with log files attached.
While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.
Thank you!
(CTP-12818)
Quicken Kristina
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Scott,
To answer your question, I am getting the same thing as you basically, but on one of the accounts I am getting a partial dollar amount, but not what it should be and the other one shows $0.00.
Kristina,
I submitted the problem ticket
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Yeah, sounds like it isn't fixed at all. Thanks….
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Thanks all for your comments.
sounds like this issue has not been resolved as stated!
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Thanks for submitting your logs!
-Quicken Jasmine
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