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All FAQs about using Quicken
Windows/PC users: TIAA can support the latest three versions of Quicken.
Find out more from Quicken.
Mac users: Use Quicken 2015.
Find out more from Quicken.
Yes, your TIAA retirement accounts, directly held mutual funds, trusts and after-tax annuities will automatically update via Quicken Direct Connect.
However, these payout stage contracts cannot be downloaded:
- Transfer Payout Annuities
- Immediate Annuities
- Interest Only contracts
- Transfer Payout Annuities
- Immediate Annuities
- Interest Only contracts
Brokerage accounts may be downloaded separately when you log in. Follow the same steps for adding retirement contracts and select “Brokerage” for the account type and select “TIAA Brokerage Services” for the name of your brokerage.
Tips for new users
PC users: If you have been importing your TIAA transactions into Quicken with Web Connect, follow the steps in our Quicken Improved Connection (PDF) user guide.
PC users: If you have been importing your TIAA transactions into Quicken with Web Connect, follow the steps in our Quicken Improved Connection (PDF) user guide.
For assistance in connecting your TIAA accounts to Quicken Direct Connect, refer to our
Direct Connect for PC (PDF) or
Direct Connect for Mac (PDF) user guide.
Note regarding Quicken Web Connect
Although Direct Connect is the simplest way for you to connect your TIAA accounts to Quicken, you may still use Web Connect to import the data if you prefer.
Although Direct Connect is the simplest way for you to connect your TIAA accounts to Quicken, you may still use Web Connect to import the data if you prefer.
The instructions we provide are specifically for Quicken Deluxe users. Other business versions are similar but some of the steps might be different.
We don't recommend the new user edition of Quicken for downloading TIAA account holdings since there is not an option for setting up a 401(k).
No. Quicken is not compatible with annuity contracts in the payout phase (immediate annuities) such as transfer payout annuities, interest only annuities, or other annuitized contracts.
Yes, you can download positions that you do not own. Check the help section in your version of Quicken for detailed instructions.
Up to seven months of retirement account transactions are available. Mutual fund transactions are available for the last 120 days.
If the number of transactions in the period you specify exceeds the system limit, you will be asked to narrow your date selection to either 30, 60 or 90 days.
There are three primary reasons this could happen:
1) Your account has a cash balance (positive or negative). This likely means your retirement account(s) or an IRA were incorrectly identified in Quicken as a brokerage account. (Note: Directly-held mutual funds accounts should be set up as brokerage accounts.)
How to fix it: Edit cash balance to zero and/or change the account type to 401(k)/403(b).
2) The ticker symbol and/or price may be incorrect.
How to fix it: Delete the account and download the Quicken (.qfx) file again.
3) Your TIAA account(s) is linked to a non-TIAA account.
How to fix it:
Check your other account balances for accuracy, then either delete account(s) with incorrect balances and download the .QFX file again or delete the unwanted transactions.
Check your other account balances for accuracy, then either delete account(s) with incorrect balances and download the .QFX file again or delete the unwanted transactions.
If it's still not fixed, please give us a call at 800-842-2638.
If you need help, please contact us at 800-842-2638.
For technical issues with the Quicken software, please
visit Intuit Quicken.