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TIAA CREF problems downloading data

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?

--Don

Reply to
donhdoyle
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wrote

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.

Reply to
John Pollard

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

Reply to
Gwen Morse

"Gwen Morse" wrote

You don't say what version of Quicken you are using; I think the specifics have changed a bit over time.

In Q2005, you would open the account to the Overview tab, click on the Change Online Services button and click Deactivate. Leave the account deactivated and when you next download, it will be in the list of accounts you can activate.

Reply to
John Pollard

Sorry, I'm using Quicken 2004 Premier H&B. I'll try the above method and see if it works on my version.

Gwen

Reply to
Gwen Morse

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