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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting up accounts /
Where do you hold your investments, 401ks, mortgages, and CDs?
Jan 31, 2008 10:14 am

[barronernst]
barronernst
Intuit Employee
California
Total posts: 872
Voted helpful: 76

All, As we start to build out functionality for more accounts, we want to find out which institutions are the most commonly used for these different account types.

Can you reply to the discussion with the financial institution/s where you hold these accounts? Feel free to repeat others if you also hold accounts there.

Thanks, Barron

Quicken Online Product Manager
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[stals46946]
Wisconsin
Total posts: 2
Number of years using Quicken: 6 to 10 years
Quicken Deluxe 2009
Windows XP
This is a new post #245
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Oct 21, 2009 03:23 am 
Reply to this message  
This post is about: Quicken Online
Hewitt (401k)
Dodge and Cox
Park Avenue Security
Wells Fargo
Northwestern Mutual Life
Guardian Life Insurance

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[crinion2]
Maine
Total posts: 1
Quicken Online
This is a new post #246
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Oct 23, 2009 05:57 pm 
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This post is about: Quicken Online
Merrill Lynch

http://www.benefits.ml.com

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[wats10]
Washington
Total posts: 2
This is a new post #247
of 269 		Where do you hold your investments, 401ks, mortgages, and CDs?
Oct 24, 2009 11:23 am 
Reply to this message  
This post is about: Quicken Premier 2009
Replying to: mj56 (May 15, 2009 12:32 pm)
My 401k is done through ING, but our website is https://upssavings.ingplans.com/csportal/welcome.do, and we have a stock account through BNY Mellon.

Replies to this message
  • mburk (Nov 4, 2009 1:45 pm)



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    [mburk]

    Total posts: 2
    This is a new post #248
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 04, 2009 12:44 pm 
    Reply to this message  
    This post is about: Quicken Online
    Prudential Retirement (not listed)
    Ing Institutional Plan Services (not listed)

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    [mburk]

    Total posts: 2
    This is a new post #249
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 04, 2009 12:45 pm 
    Reply to this message  
    This post is about: Quicken Premier 2009
    Replying to: wats10 (Oct 24, 2009 12:23 pm)
    are you able to access your 401(k)? if so, which "ing" did you use in the dropdown? Maybe it's different for you (I'm using quicken online)

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    [ag333]

    Total posts: 2
    This is a new post #250
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 06, 2009 06:42 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: davegod75 (Feb 4, 2008 12:00 pm)
    My 401k custodial services are by Ameritrade and consulting services are by Fringe Benefits Design.

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    [etennguy71]
    Tennessee
    Total posts: 1
    Number of years using Quicken: 1 year or less
    Quicken Deluxe 2009
    Windows Vista
    This is a new post #251
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 10, 2009 10:19 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2010
    Replying to: esimpson1 (Sep 20, 2009 6:38 pm)
    Has anyone had luck with getting computershare to link up to quicken for updates or do they show under a different financial institution name?

    --Christopher

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    [ashleymp]

    Total posts: 1
    This is a new post #252
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 22, 2009 07:35 pm 
    Reply to this message  
    This post is about: Quicken Online
    My 401k is with wachovia.com/myretireplan. I found Wachovia Bank as a list of intitutions but it is not for the retirement plan.

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    [andyprouty]
    California
    Total posts: 1
    This is a new post #253
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 23, 2009 07:15 pm 
    Reply to this message  
    This post is about: Quicken Home & Business
    GMAC Mortgage
    BofA for a Home Equity Line of Credit
    Countrywide Mortgage (I guess BofA now too)
    American Funds for 401K

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    [jrseven]
    Illinois
    Total posts: 1
    This is a new post #254
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 27, 2009 09:19 am 
    Reply to this message  
    This post is about: Quicken Online
    I have an IRA with Primerica Financial Services.
    Please add Primerica.

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    [bobbrohm114]
    South Carolina
    Total posts: 2
    This is a new post #255
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Nov 28, 2009 06:13 am 
    Reply to this message  
    This post is about: Quicken Home & Business 2009
    Investments - BC Zeigler
    IRA - T Rowe Price
    Annuity - Allianz
    Life Ins - New York Life
    Banking, checking and savings - Sun Trust
    Banking, checking crredit cards - Citibank

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    [tsileo01]
    Pennsylvania
    Total posts: 1
    This is a new post #256
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Dec 13, 2009 07:19 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: Dr.N (Oct 15, 2009 12:23 pm)
    Register another vote for ADP Retirement Services

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    [The_big_red]

    Total posts: 1
    This is a new post #257
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Dec 24, 2009 10:39 am 
    Reply to this message  
    This post is about: Quicken Premier 2010
    Hewitt ASSOCIATES

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    [onewayticket]
    Texas
    Total posts: 1
    Other Platform
    This is a new post #258
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Jan 01, 2010 11:46 pm 
    Reply to this message  
    This post is about: Quicken Premier 2010
    Replying to: esimpson1 (Sep 20, 2009 6:38 pm)
    Fidelity, Vanguard, T Rowe Price, Dogde & Cox, Heartland, Wasatch, Harbor TD Ameritrade,Ing, Hewitt, Milliman, Wells Fargo

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    [elliehynds]
    Connecticut
    Total posts: 1
    This is a new post #259
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Jan 06, 2010 12:49 pm 
    Reply to this message  
    This post is about: Quicken Deluxe 2011
    computershare

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    [kcoxmc]

    Total posts: 1
    This is a new post #260
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Jan 10, 2010 05:29 am 
    Reply to this message  
    This post is about: Quicken Home & Business 2010
    https://www.wellsfargo.com/retirementplan/

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    [red71vert]
    Florida
    Total posts: 1
    This is a new post #261
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Jan 15, 2010 11:09 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2010
    Fidelity Investments

    Space Coast Credit Union

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    [jefffou]
    Arkansas
    Total posts: 1
    This is a new post #262
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Jan 22, 2010 03:49 pm 
    Reply to this message  
    This post is about: Quicken Basic
    Replying to: AnneNoe (Jan 31, 2008 11:18 am)
    Vanguard....

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    [mcwren35]

    Total posts: 2
    This is a new post #263
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Feb 03, 2010 06:06 am 
    Reply to this message  
    This post is about: Quicken Mac 2007
    We have an Accelerated Mortgage Account with GMAC Mortgage. This account is connected to Ally Bank and they work together. I don't know how to set this up on Quicken. Our $$ are in Ally Bank just to pay our bills which are set up on their Bill Pay. The money then swings over to the mortgage side and, depending on the amount in the mortgage account, we earn interest on it as well as pay down the principal. It actually, although called a 'mortgage', is an Equityline. The loan on our house is the amount GMAC has loaned us. So, since they work together,do I set them up together? How? Or, do I set up Ally Bank as a bank account and GMAC mortgage as an equityline account?

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    [ryancall]
    California
    Total posts: 1
    This is a new post #264
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Feb 09, 2010 10:23 am 
    Reply to this message  
    www.schwab.com/public/workplace

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    [randolpht]

    Total posts: 4
    This is a new post #265
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Feb 17, 2010 11:28 am 
    Reply to this message  
    This post is about: Quicken Online
    Zecco & Sharebuilder

    PLEASE ADD ZECCO!

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    [Valerie03]
    Ohio
    Total posts: 1
    This is a new post #266
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Feb 17, 2010 05:28 pm 
    Reply to this message  
    This post is about: Quicken Online
    Ohio Public Employees Retirement System:
    www.opers.org

    Ohio Deferred Comp:
    www.ohio457.org (redirects to www.nrsservicecenter.com)

    Coldwell Banker Mortgage: www.mortgagequestions.com

    All are supported by mint.com, so I'd think that Quicken Online would support too, and I much prefer Quicken Online.

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    [pcsss]
    Tennessee
    Total posts: 1
    This is a new post #267
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Feb 23, 2010 12:10 pm 
    Reply to this message  
    This post is about: Quicken Deluxe 2010
    Would love to be able to automatically update from massmutual.com

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    [snibbortoo]
    Virginia
    Total posts: 7
    Voted helpful: 1
    This is a new post #268
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Mar 06, 2010 10:10 am 
    Reply to this message  
    Investments: Charles Schwab
    Mortgages: Bank of America; Wells Fargo
    Annuity: Vanguard (I would like to have download capability for this account)

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    [mbstcyr]
    Oklahoma
    Total posts: 2
    This is a new post #269
    of 269         		Where do you hold your investments, 401ks, mortgages, and CDs?
    Mar 15, 2010 05:54 pm 
    Reply to this message  
    This post is about: Quicken Premier 2010
    MullinTBG -- this posting has been out there since Jan 2008 and no progress in getting them added ?

    Not sure the value after waiting 2 years for it ...

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