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Posted by Gwen Morse on June 18, 2006, 5:09 pm
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>
>>I can't be alone in finding the TIAA CREF data confounding and
>> frustrating to download.
>> A new account was assigned last June so apparently it requires
>> setting
>> up a new account in Quicken. But when I do that one time, the
>> next
>> time Quicken does not recognize it. It asks me to choose from
>> a list
>> that does not include my old or new TIAA CREF account. I
>> cannot get
>> useful help from the web site help/FAQ pages nor from the
>> staff. They
>> send generic, irrelevant responses.
>> My situation may be made more complicated by the fact I have
>> my wife's
>> two TIAA CREF accounts also on Quicken. I don't know if this
>> is a
>> problem, but I mention it in case it might be causing
>> confusion.
>>
>> Any others with experience (successful I hope) with TIAA CREF?
>
>TIAA-CREF uses Web Connect for downloading. The first time you
>download to a Web Connect account, the Quicken account must NOT
>be "Activated" for "Transaction Download". If you activate the
>account for transaction download, that will cause Quicken to
>exclude that account from the list of accounts to activate when
>you download.
>
How do you deactivate an activated account to get the web connect to
work with it?
I have TIAA-CREF accounts that "used" to work with webconnect. I
haven't invested much over the past year, so, I stopped using quicken
and just held on to my statemnts. Now that I'm working again (and
investing again), I dusted off quicken and tried to update things
electronically.
I can download the quicken file manually, but, it keeps trying to put
the data into new accounts rather than my existing accounts. It sounds
like the same problem as the previous poster.
Gwen
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