Yes, your TIAA-CREF Retirement Accounts, Directly Held Mutual Funds, and After-Tax Annuities will automatically update via Quicken Direct Connect. These payout stage contracts cannot be downloaded: Transfer Payout Annuities, Immediate Annuities, and Interest Only contracts.
Brokerage accounts may be downloaded separately using the same TIAA-CREF secure web login credentials. Follow the same steps for adding Retirement contracts and select “Brokerage” for the account type and select “TIAA-CREF Brokerage Services” for the name of your brokerage
New User Tips:
PC Users: If you have been importing your TIAA-CREF transactions into Quicken with Web Connect, follow the steps in our
Quicken Improved Connection (PDF) user guide.
Quicken requires you to create a separate account for each of your TIAA-CREF retirement plans. Creating an account only takes a few minutes and generates an account number consisting of your original contract number followed by the plan number.
The instructions we provide are specifically for Quicken Deluxe users. Other business versions are similar; however, some of the setup steps may be in a different order. We do not recommend the new user edition of Quicken for downloading TIAA-CREF account holdings since there is not an option for setting up a 401(k).
Yes, you may download historical prices for a select group of funds. Under the “Research and Performance” tab, access Retirement Plans, IRA’s and Mutual funds and click the “Export” link. Select the funds from the list and click “Export in .CSV Format”.
For After-Tax Annuities, select After-Tax Annuities under the Research and Performance tab. Under the Tools & Information section, select “Download Data. Then select the desired funds, the date range or number of days and click “Submit” the file will download in .CSV format.
For instructions on importing .CSV files into Quicken, access the Quicken Help section for the version that you use.
Up to seven months of retirement account transactions are available. Mutual fund transactions are available for the last 120 days. If the number of transactions in the period you specify exceeds the system limit, you will be asked to narrow your date selection to either 30, 60 or 90 days.
There are three primary reasons this might happen:
Your account has a cash balance (positive or negative). This likely means your retirement account(s)or IRA were incorrectly identified in Quicken as a brokerage account. (Note: Directly-held mutual funds acounts should be set up as brokerage accounts.) How to fix it: Edit cash balance to zero and/or change the account type to 401(k)/403(b).
The ticker symbol and/or price may be incorrect. How to fix it: Delete the account and download the Quicken (.qfx) file again.
Your TIAA-CREF account(s) is linked to a non-TIAA-CREF account. How to fix it: Check your other account balances for accuracy, then either delete account(s) with incorrect balances and download the .QFX file again or delete the unwanted transactions.