Can't link my Voya to Quicken - now requires username with @voya after it (2024)

Answers

• Quicken Jasmine Moderator mod

  May 2022

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  Hello @cawatts,

  Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with adding your Voya account(s) to Quicken.

  First, I suggest creating atest fileand attempting to add the Voya account(s) to see if it produces the same error. It is recommended tosave a backupbefore proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

  1. ChooseFile menu > New Quicken File.

  

  1. SelectNew Quicken File.

  

  1. ClickOK.
  2. In theFile namefield, enter the name of the new file, then clickSave. Use a name like "Test File" to tell it apart from your main file.

  
  Don'tuse any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

  1. Sign in with your Quicken ID.If you are prompted to create a Quicken ID but already have one, clickSign Inunder theCreate Accountprompt.

  

  1. Select tonotuse Mobile.
  2. ClickAdd Accountto start adding accounts to the new file.

  After adding accounts, see if you are experiencing the same problems in this test file.

  Please let me know how this goes, I look forward to hearing your response.
  

  -Quicken Jasmine

  Make sure to sign up for the email digest to see a round-up of your top posts.

• cawatts Member ✭✭

  May 2022

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  Thank you Jasmine. Unfortunately. that didn't work either

• Boatnmaniac SuperUser ✭✭✭✭✭

  May 2022 edited May 2022 Answer ✓

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  @cawatts - Which Voya retirement plan? I counted 42 different set up links in Add Account for various retirement plans that Voya administers.

  Have you been able to set up your Voya account in Quicken before or is this the first time you are trying to get it set up?
  

  Also, the Voya website says that instructions for how to set it up in Quicken will be provided once logged into the online account. This isn't always the case, but in my experience when a financial institution says something like that they are indicating that they might have some unique login ID/PW requirements (different from normal web access) for use with Quicken. Have you checked to see if Voya has some unique login ID/PW requirements for your account?

  (Quicken Classic Premier Subscription: R55.15 on Windows 11)

• Boatnmaniac SuperUser ✭✭✭✭✭

  May 2022 edited May 2022

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  One additional comment: If your retirement account is an annuity it cannot be connected to Voya. Annuity accounts, regardless of financial institution, can only be set up as manual accounts and managed manually. I have mine set up as manual IRA investment accounts and, while not ideal, they do work pretty well.
  

  (Quicken Classic Premier Subscription: R55.15 on Windows 11)

• cawatts Member ✭✭

  May 2022

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  I've tried to use Voya Institutional plan services. My specific company plan isn't shown. This is the first time I've tried to see it up in Quicken. I did download the document from Voya but the instructions there didn't work either.

• cawatts Member ✭✭

  May 2022

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  The plan is not an annuity

• [Deleted User] ✭✭

  May 2022 edited May 2022

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  @cawatts when you first signed up for your 401(k) plan at your company, you should have gotten some informational materials which would have included the website and how to sign on. Sometimes there is a special or one-time sign on for Quicken that is different than what you would normally use. Also, there might be an option or "switch" that needs to be turned on in your online 401(k) account. If you haven't already done so, I would call Voya's 401(k) helpline, or your HR, to confirm the correct sign on and credentials for Quicken and what you need to do to establish a connection.

• cawatts Member ✭✭

  May 2022

  Options

  Thanks to those who tried to help. As it turned out, Voya now requires your username with @voya after it (no.com). That fixed the issue. Use your regular password and not your pin as Quicken requests.

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• Boatnmaniac SuperUser ✭✭✭✭✭

  May 2022 edited May 2022 Answer ✓

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  I'm glad to hear you got your Voya account set up for download now.

  I did find a PDF file from Voya with the instruction I'd referred to earlier and, yes, it does include the need for the special username requirement. I am posting it here so others might find it to be of help.:

  
  

  (Quicken Classic Premier Subscription: R55.15 on Windows 11)

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