Q07P and Prudential

Posted by Larry Waibel on August 29, 2006, 9:30 am

Please log in for more thread options

I've been using Q07P for a week or two and thought everything was fine. This
morning I went to OSU and all my passwords were gone and it wouldn't let me
add any (didn't show any accounts and 'add' was grayed out). I entered them
all by hand and now they seem to be back.

And during this I realized that my Prudential 401K update wasn't in the list.
I tried activating it and it says they're not a supported institution! But
I'd been downloading with them for years in previous Quicken versions! What
a pain since I can't go back now so I'll have to waste time trying to call
Prudential and figure out what's going on <sigh>

Posted by Margaret Wilson on August 29, 2006, 9:41 am

Please log in for more thread options

Larry Waibel wrote:

> I've been using Q07P for a week or two and thought everything was fine. This

> morning I went to OSU and all my passwords were gone and it wouldn't let me

> add any (didn't show any accounts and 'add' was grayed out). I entered them

> all by hand and now they seem to be back.

> And during this I realized that my Prudential 401K update wasn't in the list.

> I tried activating it and it says they're not a supported institution! But

> I'd been downloading with them for years in previous Quicken versions! What

> a pain since I can't go back now so I'll have to waste time trying to call

> Prudential and figure out what's going on <sigh>

I had this same problem with Fidelity NetBenefits when I first upgraded
to QP2007. I previously posted the solution (which was simple). Here's
the text of my previous post, dated 8/3/2006.

**********
OK, problem solved. Instead of trying to reactivate One-Step Update for
my Fidelity NetBenefits account, I just went into the register and
clicked "Update Transactions." Here, it simply prompted me for my
customer ID and password twice, as it normally would when reactivating
one-step update for an account. Anyway, it worked. Of course, I had to
then edit my PIN Vault to save the password, and all seems fine.
Fortunately the deactivate/reactivate process did not cause a download
of a ton of old transactions (as has happened to me with other accounts
in the past). Anyway, a heads up in case anyone else sees this issue.

Regards,

Margaret