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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting up accounts /
Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 31, 2008 10:14 am

[barronernst]
barronernst
Intuit Employee
California
Total posts: 872
Voted helpful: 75

All, As we start to build out functionality for more accounts, we want to find out which institutions are the most commonly used for these different account types.

Can you reply to the discussion with the financial institution/s where you hold these accounts? Feel free to repeat others if you also hold accounts there.

Thanks, Barron

Quicken Online Product Manager
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11
 

[ks07078]

Total posts: 10
This is a new post #227
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 06, 2009 07:28 am 
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Here is the problem. INGPlans prefixes their URL for 401(K) with a different code for each company. So if you worked for Comp1 and then Comp2 and both have their 401(K) in ING then I have to go to Comp1.INGPLANS.com and Comp2.INGPLANS.Com.

Quicken Online doesn't seem to be able to deal with that. Why can't they simply ask for the url or the prefix and provide access?

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[ks07078]

Total posts: 10
This is a new post #228
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 06, 2009 07:29 am 
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This post is about: Quicken Online
ProvidentFunding.com - this is a mortgage lender. But cannot access from Q.Online. (It is different from Provident Bank)

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[mmeds1228]
New Jersey
Total posts: 1
Voted helpful: 1
This is a new post #229
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 07, 2009 06:39 pm 
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401K:

ADP (http://www.mykplan.com)

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[denisem]

Total posts: 1
This is a new post #230
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 13, 2009 09:41 am 
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This post is about: Quicken Online
Principal

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[tuffscott]

Total posts: 2
This is a new post #231
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 17, 2009 04:06 am 
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This post is about: Quicken Online
Charles Schwab 401k

https://www.schwab.com/public/workplace/get_started

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[larxspur]

Total posts: 2
This is a new post #232
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 19, 2009 04:03 pm 
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PHH Mortgage Co

www.mortgagequestions.com

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[esimpson1]
North Carolina
Total posts: 1
This is a new post #233
of 251 		Where do you hold your investments, 401ks, mortgages, and CDs?
Sep 20, 2009 05:38 pm 
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This post is about: Quicken Premier 2010
I hope they add a setup for Employee Stock Purchase Plans

Computershare Trust Company

www.ibm.com/investor

Replies to this message
  • etennguy71 (Nov 10, 2009 10:19 am)



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    [lordsumar]

    Total posts: 1
    This is a new post #234
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Sep 21, 2009 12:32 pm 
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    IL 529 www.brightstart.com savings plan, company controlled 401 K plan, Illinois state teacher's retirement fund

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    [Curtis]
    Texas
    Total posts: 1
    This is a new post #235
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Sep 26, 2009 10:33 pm 
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    This post is about: Quicken Online
    Prudential 401K

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    [jhorne55]

    Total posts: 1
    This is a new post #236
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Sep 27, 2009 09:17 am 
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    This post is about: Quicken Online
    Wachovia for 401(k)

    https://www.wachovia.com/401k

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    [jeff_jen]

    Total posts: 1
    This is a new post #237
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Sep 27, 2009 09:42 am 
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    US Bancorp Investments, Inc.

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    [ktmightve]
    Virginia
    Total posts: 1
    This is a new post #238
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Sep 30, 2009 05:49 am 
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    This post is about: Quicken Online
    Muhlenkamp Fund

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    [abombay]
    New Jersey
    Total posts: 1
    Quicken Online
    This is a new post #239
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 06, 2009 11:21 am 
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    This post is about: Quicken Online
    Guardian, Nationwide, MassMutual

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    [klintfam]

    Total posts: 2
    This is a new post #240
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 10, 2009 09:38 am 
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    www.mercerhr.com
    Abbott Laboratories

    Web: www.mullintbg.com
    Abbott Laboratories Deferred Compensation Plan

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    [Dr.N]
    Minnesota
    Total posts: 1
    Number of years using Quicken: 1 year or less
    Quicken Online
    Mac OS X 10.5
    This is a new post #241
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 15, 2009 11:23 am 
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    This post is about: Quicken Online
    Hi, I have my 401-k at ADP Retirement Services (https://www.mykplan.com). Quicken online does not recognize this institution yet.

    Thanks for making it happen.

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    [stanmonk]
    California
    Total posts: 1
    This is a new post #242
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 16, 2009 11:00 pm 
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    This post is about: Quicken Online
    www.wellsretirement.com

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    [d1ana]
    California
    Total posts: 2
    This is a new post #243
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 18, 2009 10:47 pm 
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    This post is about: Quicken Online
    Stocks - AIG SUNAMERICA
    https://oneview.v2020-sai.com/

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    [jayoro]

    Total posts: 2
    Voted helpful: 1
    This is a new post #244
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 20, 2009 08:09 pm 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: hecklerms (Aug 21, 2009 11:06 pm)
    Mass Mutual Financial Group (www.massmutual.com)
    GMAC Mortgage (www.gmacmortgage.com)
    pax world (http://www.paxworld.com/)

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    [stals46946]
    Wisconsin
    Total posts: 2
    Number of years using Quicken: 6 to 10 years
    Quicken Deluxe 2009
    Windows XP
    This is a new post #245
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 21, 2009 03:23 am 
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    This post is about: Quicken Online
    Hewitt (401k)
    Dodge and Cox
    Park Avenue Security
    Wells Fargo
    Northwestern Mutual Life
    Guardian Life Insurance

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    [crinion2]
    Maine
    Total posts: 1
    Quicken Online
    This is a new post #246
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 23, 2009 05:57 pm 
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    This post is about: Quicken Online
    Merrill Lynch

    http://www.benefits.ml.com

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    [wats10]
    Washington
    Total posts: 2
    This is a new post #247
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Oct 24, 2009 11:23 am 
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    This post is about: Quicken Premier 2009
    Replying to: mj56 (May 15, 2009 11:32 am)
    My 401k is done through ING, but our website is https://upssavings.ingplans.com/csportal/welcome.do, and we have a stock account through BNY Mellon.

    Replies to this message
  • mburk (Nov 4, 2009 12:45 pm)



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    [mburk]

    Total posts: 2
    This is a new post #248
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 04, 2009 12:44 pm 
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    This post is about: Quicken Online
    Prudential Retirement (not listed)
    Ing Institutional Plan Services (not listed)

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    [mburk]

    Total posts: 2
    This is a new post #249
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 04, 2009 12:45 pm 
    Reply to this message  
    This post is about: Quicken Premier 2009
    Replying to: wats10 (Oct 24, 2009 11:23 am)
    are you able to access your 401(k)? if so, which "ing" did you use in the dropdown? Maybe it's different for you (I'm using quicken online)

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    [ag333]

    Total posts: 2
    This is a new post #250
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 06, 2009 06:42 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: davegod75 (Feb 4, 2008 11:00 am)
    My 401k custodial services are by Ameritrade and consulting services are by Fringe Benefits Design.

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    [etennguy71]
    Tennessee
    Total posts: 1
    Number of years using Quicken: 1 year or less
    Quicken Deluxe 2009
    Windows Vista
    This is a new post #251
    of 251         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 10, 2009 10:19 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2010
    Replying to: esimpson1 (Sep 20, 2009 5:38 pm)
    Has anyone had luck with getting computershare to link up to quicken for updates or do they show under a different financial institution name?

    --Christopher

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