Any update setting up Lincoln Financial Annuity account on Quicken (Windows)

ASquare
ASquare Quicken Windows Subscription Member ✭✭✭
edited January 14 in Errors and Troubleshooting (Windows)

Hello - I am trying to sync Quicken with my Lincoln Financial annuity. I am using Quicken Windows R65.29. I saw an older thread indicating that the sync works on Quicken Mac and not on Quicken Windows, and that Direct Connect must be enabled on the Lincoln side. Similar to other folks, I called Lincoln Support who told me that there is no such thing as activating Direct Connect on their side, but Quicken is not listed among the supported 3rd party applications.

Has anyone had any luck connecting their Lincoln annuity to Quicken Windows? If so, can you please share instructions on how to do it? Thanks a lot!

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @ASquare,

    Thank you for sharing your experience and posing this question!

    Interesting that the bank claims Quicken is not supported. When I look in my own Quicken for Windows, I do see a Lincoln Financial Group instance, and it does have a Direct Connect option if you click on Advanced Options.

    Screenshot 2026-01-15 at 8.39.07 AM.png

    I have some follow-up questions for you:

    • Have you tried connecting to the instance pictured above?
      • If not, try it out and let us know how it goes.
      • You could also try both connection methods it offers. You can select them by clicking on Advanced options.
    • What is the URL for the website you visit to log in to this account?
      • Is it www.lincolnfinancial.com?

    Looking forward to your response.

    Quicken Alyssa

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  • ASquare
    ASquare Quicken Windows Subscription Member ✭✭✭
    edited January 15

    hi Alyssa - I am having troubles posting my comments.

    • The instance you listed is the one I use and it is asking for a Direct Connect ID and password, but Lincoln does not have such a thing
    • The other connection option is Web Connect, but that's not much use to me
    • I am using the website you listed
  • hmday
    hmday Quicken Windows Subscription Member ✭✭✭✭

    I called LFG they said connecting account to quicken is not available to individual clients only for servicing agents.

  • ASquare
    ASquare Quicken Windows Subscription Member ✭✭✭

    thanks hmday. It’s bizarre because people using Quicken for Mac were able to use it.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello,

    @hmday,

    Thank you for reaching out to the financial institution and letting us know what they said.

    @ASquare,

    I agree it is strange that this is available for Mac and not for Windows. I would suggest giving Quicken Support a call to see if they can confirm what the bank has said. If not, then they will be able to troubleshoot with you and process an escalation if needed.

    Hope this helps!

    Quicken Alyssa

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