I can not download transactions from Hewitt Associates. I enter the same user id and password that the website requires (for the user id, I follow Hewitt's instructions on appending the company code to my id) but to no avail.
I saw old posts where users experienced the same issue but I did not see any definitive problem resolution.
I use Q2006.
Any advice is appreciated.
I use Hewitt and no problem. It's your password plus the suffix.
For me with Hewitt, the account number is all 10 digits with a dash ("nn-nnnnnnnn"). The password is my user password (alphanumeric) plus the company id (5 digits) with a dash between the two ("password-nnnnn"). Is your format the same?
It's "account-xxxxx" and password. The password is the same that I log into Hewitt no change.
Jeff,
Your format is the same as mine and it worked for me. I got a successful download but the downloaded transactions did not distinguish between company contributions, before tax and after tax contributions, and that is something I want to track. So I still do the input semi-manually. I only update the transactions about once a quarter so I just print the transactions on the website cut and paste into Excel and sum up by company, before tax and after tax categories. Excel does the math and I then input by hand. I suppose accountants would frown on such practices but it is good enough for me. I would not want to go in and edit each downloaded transaction by hand.
-DAC
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