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  • Problem adding Principal Funds account - Quicken
    Hello Menne007, Are you trying to connect using the Principal Financial Group or the Principal Funds? Is the website that you visit to view these accounts www principal com? Have you contacted the financial institution to verify the login? Let us know!
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    I am having problems adding Principal Financial Group online account After the notice about conneciton via Intuit, it takes me to the manual account There are no
  • I have a 401k @ Principal. com but there is no means to link it to . . .
    I was able to add Principal as an investment account but I was not able to link it so as to update the value of my account for that mutual fund I called Principal and they stated it is possible but they did not know how to do it
  • Connectivity Issue - Principal Funds - Quicken
    Hello @BTBT, The only connection method offered with Principal Funds is Direct Connect Have you attempted to reach out to the financial institution directly for assistance? It is recommended to request to speak to a tier 2 agent or a supervisor as they are generally more familiar with third-party applications such as Quicken I hope this helps!
  • Anyone have trouble downloading transactions from Principal?
    I have a small investment account with Principal and all "reinvest" transactions that I download (i e reinvest: cap gains, dividends) come through as Interest reinvested I've called Principal a few times re this issue, and been transferred to their website support dept They don't understand the issue and claim that it…
  • Principal Funds Wont Connect - Quicken
    If I remember correct, when Principal turned on 2FA I couldn't connect and between Quicken and Principal they adjusted and I never did have to enter the 2FA in Quicken Talked to Principal today and no response yet on the ticket From past experiences, Principal support is pretty good so imagine this will get addressed
  • Principal Financial - importing into his and her investment . . . - Quicken
    My wife and I have 401k accounts with principal financial I have separate accounts in quicken How do I designate what account the transactions are imported into via QFX file They all seem to import into my brokerage account versus hers in spite of having her register open
  • Principal Connectivity Issue - Quicken
    That site says to contact the financial company if my information is correct, but they just redirect me back to Quicken since I can log in to their site without problems
  • BMW Financial Services - Quicken
    In Quicken use the loan setup - generated Scheduled Reminder to record the monthly payment, with the principal amount being defined as a Transfer to the offline loan account This will keep your loan balance in sync with the monthly loan statement, + - a few cents Quicken cannot exactly calculate these loan types' payments in the same way BMW does, so you will have to look at the monthly
  • I am trying to connect my merrill lynch 401K with Quicken
    That is the “benefits” in the URL Fidelity does the same thing with their NetBenefits site When Intuit disabled the Merrill Lynch Retirement Group “financial institution” that blocked all of these 401K accounts If Merrill Lynch still wants to support Web Connect these 401K accounts Intuit needs to change this back





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