Tips for download transactions from Voya Financial Advisors?

[DKonigsbach]

A question to Mark and to anyone else who might know this...

A handful of years ago there were discussions about downloading transactions from Voya.

So far, I haven't been successful in downloading my 401(k) transactions from Voya Financial Advisors. (There are two Voya choices. I'm pretty sure that's the right one for me.)

Sometimes, there's a subtlety needed in the Transaction Receive setup. Has anyone been able to download 409(k) transactions from Voya Financial Advisors? If so, anything non-obvious about the setup to do that?

Thanks!!!!

[Mark]

Hi DKonigsbach,

I don't know the requirements of Voya here, but I'd suggest checking with your broker and asking them for instructions on getting data into Quicken. It should be the same basic process with Fund Manager.