Transaction retrieval error TIAA-CREF 401(k)/403(b)

[jccccj33]

I haven't been able to download transactions for my TIAA 403(b) since mid to late March. Internet search showed that Quicken users were having the same problem at about that time, don't know if they still are. Anyone else experiencing problems with TIAA (401's not the brokerage, different servers)?

The workaround is to use the Quicken download a link to which is found in the Statements and Documents menu on the landing page.

[dellwo]

Yeah, same here.
Times out like Vanguard

[Mark]

We’ll check it out and post what we can find out…

[Mark]

Quicken no longer has an interface called:

TIAA-CREF 401(k)/403(b)

They have "TIAA" and "TIAA-CREF Brokerage Services". Do you know which one you need to use? It looks like TIAA is the same as what used to be called "TIAA-CREF 401(k)/403(b)". TIAA times out in Quicken also. So, this interface isn't working in either Fund Manager or Quicken. The "TIAA-CREF Brokerage Services" appears to be responding normally though.

[dellwo]

It's not a brokerage account.
Just a 403(B) retirement account

[Mark]

So, if you log into your retirement account via their website and look for instructions on retrieving with Quicken, what interface do they tell you to use? If it is the "TIAA" interface, that is also not working in Quicken currently.

[dellwo]

I'm not sure where to find that. Do these help?
https://www.tiaa.org/public/pdf/q/Quick ... ide-PC.pdf
https://www.tiaa.org/public/support/faqs/using-quicken

[Mark]

Yes, that PDF says to use "TIAA" for "– TIAA retirement accounts, directly held mutual funds, trusts and aftertax annuities". TIAA isn't currently responding from within Quicken either.

[cir]

Mark,

Quicken is working but FM retrieval for TIAA-CREF 401(k)/403(b) is still timing out. Please advise. Thank you

[Mark]

Hi cir,

Unfortunately, I see the same as you. Quicken works, but FM times out. I confirmed that Quicken and FM are making the same request to the OFX server. I am guessing that TIAA is filtering by IP address, and only allowing access to their OFX server from certain IP addresses (Quicken's servers). I'm not sure there is any way around this, without the help from someone at TIAA. I'm currently out of the office, but will try some other methods when I return. I'll post the results here when I have more to share. In the mean time, if you have a contact at TIAA, maybe you can contact them, and ask if they can help. Or, at least complain that it isn't working anymore with FM, so maybe they will re-enable our access.

[jccccj33]

Mark,

I was able to download from TIAA (retirement not brokerage) using ofx on Moneydance. I don't think it makes a difference with Moneydance but just in case, I use a Mac.

Jose

[jccccj33]

Mark,

Motivated by my TIAA success with Moneydance (I use and want to use FM) I tried downloading Vanguard transactions. No real joy. After a long wait while Moneydance tried to find Vanguard's profile I got the attached. Sent on the unlikely chance it can help restore access from FM.

Jose