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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: 76

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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[ag333]

Total posts: 2
This is a new post #250
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 06, 2009 06:42 am 
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This post is about: Quicken Online
Replying to: davegod75 (Feb 4, 2008 12:00 pm)
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 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 10, 2009 10:19 am 
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This post is about: Quicken Deluxe 2010
Replying to: esimpson1 (Sep 20, 2009 6:38 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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[ashleymp]

Total posts: 1
This is a new post #252
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 22, 2009 07:35 pm 
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This post is about: Quicken Online
My 401k is with wachovia.com/myretireplan. I found Wachovia Bank as a list of intitutions but it is not for the retirement plan.

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[andyprouty]
California
Total posts: 1
This is a new post #253
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 23, 2009 07:15 pm 
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This post is about: Quicken Home & Business
GMAC Mortgage
BofA for a Home Equity Line of Credit
Countrywide Mortgage (I guess BofA now too)
American Funds for 401K

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[jrseven]
Illinois
Total posts: 1
This is a new post #254
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 27, 2009 09:19 am 
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This post is about: Quicken Online
I have an IRA with Primerica Financial Services.
Please add Primerica.

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[bobbrohm114]
South Carolina
Total posts: 2
This is a new post #255
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Nov 28, 2009 06:13 am 
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This post is about: Quicken Home & Business 2009
Investments - BC Zeigler
IRA - T Rowe Price
Annuity - Allianz
Life Ins - New York Life
Banking, checking and savings - Sun Trust
Banking, checking crredit cards - Citibank

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[tsileo01]
Pennsylvania
Total posts: 1
This is a new post #256
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Dec 13, 2009 07:19 am 
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This post is about: Quicken Online
Replying to: Dr.N (Oct 15, 2009 12:23 pm)
Register another vote for ADP Retirement Services

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[The_big_red]

Total posts: 1
This is a new post #257
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Dec 24, 2009 10:39 am 
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This post is about: Quicken Premier 2010
Hewitt ASSOCIATES

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[onewayticket]
Texas
Total posts: 1
Other Platform
This is a new post #258
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 01, 2010 11:46 pm 
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This post is about: Quicken Premier 2010
Replying to: esimpson1 (Sep 20, 2009 6:38 pm)
Fidelity, Vanguard, T Rowe Price, Dogde & Cox, Heartland, Wasatch, Harbor TD Ameritrade,Ing, Hewitt, Milliman, Wells Fargo

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[elliehynds]
Connecticut
Total posts: 1
This is a new post #259
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 06, 2010 12:49 pm 
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This post is about: Quicken Deluxe 2011
computershare

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[kcoxmc]

Total posts: 1
This is a new post #260
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 10, 2010 05:29 am 
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This post is about: Quicken Home & Business 2010
https://www.wellsfargo.com/retirementplan/

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[red71vert]
Florida
Total posts: 1
This is a new post #261
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 15, 2010 11:09 am 
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This post is about: Quicken Deluxe 2010
Fidelity Investments

Space Coast Credit Union

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[jefffou]
Arkansas
Total posts: 1
This is a new post #262
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 22, 2010 03:49 pm 
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This post is about: Quicken Basic
Replying to: AnneNoe (Jan 31, 2008 11:18 am)
Vanguard....

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[mcwren35]

Total posts: 2
This is a new post #263
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Feb 03, 2010 06:06 am 
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This post is about: Quicken Mac 2007
We have an Accelerated Mortgage Account with GMAC Mortgage. This account is connected to Ally Bank and they work together. I don't know how to set this up on Quicken. Our $$ are in Ally Bank just to pay our bills which are set up on their Bill Pay. The money then swings over to the mortgage side and, depending on the amount in the mortgage account, we earn interest on it as well as pay down the principal. It actually, although called a 'mortgage', is an Equityline. The loan on our house is the amount GMAC has loaned us. So, since they work together,do I set them up together? How? Or, do I set up Ally Bank as a bank account and GMAC mortgage as an equityline account?

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[ryancall]
California
Total posts: 1
This is a new post #264
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Feb 09, 2010 10:23 am 
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www.schwab.com/public/workplace

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[randolpht]

Total posts: 4
This is a new post #265
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Feb 17, 2010 11:28 am 
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This post is about: Quicken Online
Zecco & Sharebuilder

PLEASE ADD ZECCO!

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[Valerie03]
Ohio
Total posts: 1
This is a new post #266
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Feb 17, 2010 05:28 pm 
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This post is about: Quicken Online
Ohio Public Employees Retirement System:
www.opers.org

Ohio Deferred Comp:
www.ohio457.org (redirects to www.nrsservicecenter.com)

Coldwell Banker Mortgage: www.mortgagequestions.com

All are supported by mint.com, so I'd think that Quicken Online would support too, and I much prefer Quicken Online.

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[pcsss]
Tennessee
Total posts: 1
This is a new post #267
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Feb 23, 2010 12:10 pm 
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This post is about: Quicken Deluxe 2010
Would love to be able to automatically update from massmutual.com

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[snibbortoo]
Virginia
Total posts: 7
Voted helpful: 1
This is a new post #268
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Mar 06, 2010 10:10 am 
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Investments: Charles Schwab
Mortgages: Bank of America; Wells Fargo
Annuity: Vanguard (I would like to have download capability for this account)

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[mbstcyr]
Oklahoma
Total posts: 2
This is a new post #269
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Mar 15, 2010 05:54 pm 
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This post is about: Quicken Premier 2010
MullinTBG -- this posting has been out there since Jan 2008 and no progress in getting them added ?

Not sure the value after waiting 2 years for it ...

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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?




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