Or you can your local lincoln financial group's branch in your city. I am using quicken version 7.1.1 on macos monterey 12.6. Ok, it sounds like you are having trouble setting up a connection to your account at lincoln financial group
My Photos - OnlyOneRhonda
I don't have an account there, but i went through the add account process for a 401k/403b account and specified linclon financial group as the financial institution
I got to a screen where it asked for my account there
Hi, my wife has a 401k through lincoln financial group Any advice on how to resolve this issue I am using quicken mac 6.7.0 on macos 12.4.0. I have a pension account at lincoln financial group
It's basically a stable value plan that i can cash out, rollover, or use it to buy an annuity. We have a new annuity with lincoln financial We were able to set everything up with the mac version of quicken Updates work with no issues.
When i looked up the financial institution, it looks like there is a connection that might work
Click the advanced button and make sure direct connect is selected Then click continue, follow the prompts, and see if it will let you connect. This is not a lincoln financial group problem, it's a problem with quicken mapping/displaying the balance after downloading transactions successfully from lincoln financial.
