USAA Quicken users


J

JimT

How do I set up my USAA IRA's for online services? According to the USAA
site, I should be able to do this. I have my USAA credit card set up and it
works just fine. Any help from other USAA users is appreciated. Jim
 
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J

John Pollard

JimT said:
How do I set up my USAA IRA's for online services? According
to the USAA site, I should be able to do this. I have my USAA
credit card set up and it works just fine. Any help from
other
USAA users is appreciated. Jim
Not sure exactly where you got your info, but it does not agree
with what I have been told by USAA; namely that Investment
account downloads would be available in mid-December.

To the best of my knowledge, in order for you to be able to
setup online access to an fi, Quicken must show the word
"Available" in the "Online Account Access (Q2002) box of the
Account Attributes for the account.

Also, I believe that when your fi offers online access they will
appear in the Quicken Online Financial Institutions list and the
particular type of account(s) for which online access is
available will also be indicated. For example: USAA appears in
the lists for "Banking account access" and "Credit/charge card
access", but they do not appear in the "Brokerage account
access" list. They should appear in the Brokerage account
access section when they finally do begin offerring online
access to Investment accounts, I believe.
 
J

JimT

Here is what is says on the USAA web site--Download account data from your
USAA checking, savings, IRA, CD, credit card and home equity line of credit
accounts to your corresponding Quicken or Microsoft Money accounts. More
USAA accounts will be activated in the future.
It appears that downloading IRA info is available.
 
C

Clark W. Griswold, Jr.

John Pollard said:
Not sure exactly where you got your info, but it does not agree
with what I have been told by USAA; namely that Investment
account downloads would be available in mid-December.
This may coincide with the December 15th changeover date mentioned on the QW2005
software they mailed out...
 
J

John Pollard

Clark said:
This may coincide with the December 15th changeover date
mentioned on the QW2005 software they mailed out...
Possibly, but the information I got was in direct response to my
question to USAA about when investment downloads would be
available.
 
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J

John Pollard

JimT said:
Here is what is says on the USAA web site--Download account
data from your USAA checking, savings, IRA, CD, credit card
and
home equity line of credit accounts to your corresponding
Quicken or Microsoft Money accounts. More USAA accounts will
be
activated in the future.
The term "IRA" could be a misprint, but not necessarily. An IRA
account does not have to be an Investment account: I think you
just misinterpreted their meaning. You can have savings
accounts, or CD's in your IRA account; if you had an IRA savings
account or IRA CD accounts, you could download them. Investment
accounts come soon.
 

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