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Posted by Ramesh Pun on May 12, 2006, 3:27 pm
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No, flipping that attribute to a 'yes' or 'no' still doesnt give me the
'convert to a 401k or IRA?' option.
Per the help file I should see that option under the account attributes
section.
I am beginning to think the limitation is due to it being quicken basic, and
the help file is generic across all versions.
> Do you perhaps have your account set up as a Single Mutual Fund
> Account? Then you might have to convert it to a brokerage account
> before you can convert it to an IRA. You defineitely cannot, on Quicken
> Basic, convert it to a 401(k) account.
> --
> Mike
>
> Ramesh Pun wrote:
>> > Ramesh Pun wrote:
>> >> Hi,
>> >>
>> >> I am trying to add my 401k netbenefits (fidelity) account to quicken
>> >> 2005, however it is not able to download the transactions.
>> >> The quicken help page suggests the following:
>> >> Click the Summary tab if it is not already open. In the Account
>> >> Attributes section, click Convert to a 401(k) or IRA? When you are
>> >> prompted, specify that you want to convert this account to a 401(k),
>> >> and
>> >> then follow the on-screen instructions.
>> >>
>> >> However, I do not see the " Convert to a 401(k) or IRA? " option at
>> >> all.
>> >> What am I missing? I am using Quicken 2005 basic, and read on their
>> >> forums that one user had been given that as the reason. If anyone has
>> >> been able to succcessful in adding and downloading netbenefits into
>> >> quicken basic, and can share that information, it would be highly
>> >> appreciated.
>> >>
>> >> Thanks.
>> >
>> > I was able to do my Fidelity Netbenefits (before I moved it to an IRA
>> > at
>> > Vanguard) with no problems but I could only do one Netbenefit account.
>> >
>> > How many Netbenefit accounts are you trying to access with Quicken
>> > 2005?
>> >
>> > My wife and I both had Netbenefit accounts and Quicken 2005 Premier
>> > would
>> > only allow one account to update. I would assume that Basic would not
>> > work
>> > any differently. At the time Fidelity said it was a Quicken problem
>> > and
>> > the Fidelity rep said he thought Intuit was working on it.
>> >
>> > When you tried the download did you get any sort of error message?
>> >
>> > Hope this helps
>> > Marty
>>
>> Its only one account. The error message I get when I try to download is:
>> OL-226-A
>> The solution listed tells me to use the "Convert to a 401k or IRA?"
>> option,
>> but I dont see that at all.
>
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