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Learn More About Download Center


Where can I find more information about Quicken®?
What is Web Connect?
Technical information
Activating a Quicken® account for Web Connect online access
Downloading transactions for the first time
Downloading transactions after your first session
Can I download past transactions?
Can I create customized transaction reports?
How do I update a fund name in Quicken®?

Where can I find more information about Quicken®?
If you are looking for Quicken® software information, please visit the Intuit website.
If you are new to Quicken®, please go to Intuit's Getting Started website.

What is Web Connect?
Web Connect (1-Way) is one of the most secure ways to download your transaction activity into Quicken®. Web Connect requires that you log into your financial institution's website and directly download your account information. ING requires Customers to use Web Connect to download their account information. Note: Quicken® does not display 457 as a plan option. If you are a 457 Plan Participant, please map to the 401K or 403B plan option.

Technical information
Attention Quicken® 2001, 2002, 2003, and 2004 users:
As of April 30, 2007, Intuit has disabled online services and live technical support for Quicken® 2001, 2002, 2003, and 2004 users. Customers will no longer be able to download their ING account information into these older versions of Quicken®. Please know that this change was mandated by Intuit, not ING. You will need to purchase an upgrade to Quicken® to continue downloading your data.

Activating a Quicken® account for Web Connect online access and Downloading transactions for the first time
The following steps explain how to activate your existing Quicken® accounts(s) or create one or more new Quicken® accounts for Web Connect online access:

  1. Login to your account at http://www.ingretirementplans.com. If you have more than one account, select the account you would like to download a file for Quicken®.
  2. On the left navigation menu, click My Account > Account History > Download Center.
  3. Select your Quicken® version and choose the Transaction Dates.
  4. Click the Download button. If prompted, save the Quicken® file to your desktop, or another location of your choice. Once the file has finished downloading, locate the file on your computer and double-click the file to open it.
  5. If you have already set up an account in Quicken® for ING Financial Advisors, LLC, select the Use an Existing Quicken® account option and select an account from the list. If you have not set up an account, click the Create a New Quicken® account option and type a name for the account. Click the Continue/OK button.
    Note: You only need to select the account for this first download. After the account is activated for Web Connect account access, future requests will download to this account automatically.
  6. When Quicken® confirms that the Web Connect data has been successfully downloaded to Quicken® click OK. Depending on your Quicken® software, you may need to Accept All downloaded transactions.
  7. You have successfully imported your data into Quicken® using Web Connect.

Downloading Transactions after your first session

  1. Login to your account at http://www.ingretirementplans.com. If you have more than one account, select the account you would like to download a file for Quicken®.
  2. On the left navigation menu, click on My Account > Account History > Download Center.
  3. Select your Quicken® version and choose the Transaction Dates.
  4. Click the Download button. If prompted, save the Quicken® file to your desktop, or another location of your choice. Once the file has finished downloading, locate the file on your computer and double-click the file to open it.
  5. Quicken® will automatically import your data to the account you selected during your first download. Depending on your Quicken® software, you may need to Accept All downloaded transactions.
  6. You have successfully imported your data into Quicken® using Web Connect.

Can I download past transactions?
Yes, you may download up to 18 months of transaction history using 3 month segments.

Can I create customized transaction reports?
Yes, you can customize reports within Quicken®:

  1. Open Quicken®.
  2. Select Reports > Reports & Graphs Center on the menu bar.
    A new window will appear.
  3. Under Quicken® Standard Reports select Banking. A list of pre-defined reports will display.
  4. Click Transaction.
  5. Select the Date range.
  6. Click the Customize button.
    A Customize Transaction window will appear.
  7. Select the Categories tab. Enter the search criteria.*
  8. Click the Show Report button. Your customized report will display in a new window.

    * Search Criteria:
    1. To identify search criteria, go to the Account Transaction list.
    2. When you click on a transaction, the 2nd line of the Security column will display the search criteria that can be used for a customized report.
      Note: Options include Transaction Type, Transaction Category, Reversals and Money Source.
    3. Enter the selected search criteria in the Memo contains field on the Categories tab exactly as it displays in the Security column.

How do I update a fund name in Quicken®?
You may notice that your Quicken® and ING account fund names differ. This is caused by a fund name change in your retirement account, which is not automatically updated in Quicken®. To manually update the fund name:

  1. Click the Investing > Security Detail View menu option. The Security Detail View window will display.
  2. Select the fund you would like to modify in the top left-hand dropdown.
  3. Click the Edit Security Detail button. The Security Details window will appear.
  4. Replace existing fund name, making sure not to change fund number.
  5. Click the OK button to save your changes. The new fund name will now display throughout Quicken®.
 
 

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