Can't connect to "Ascensus - RPLink" 403(b) plans (2024)

Quicken Jasmine Moderator mod

February 2023

Hello @KesslerB,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

First, I suggest creating a test file and adding the Acensus account(s) to see if the same issue occurs with no data downloading. You can create atest fileby navigating toFile > New > Start from Scratch. It is recommended tosave a backup before proceeding (just in case).

Please let me know how this goes!

-Quicken Jasmine

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KesslerB Member ✭✭

February 2023

Jasmin,

Thanks for your reply! Following your instructions, here's what I did:

1. I created a new file from scratch and selected "Add account..."
2. I selected "Ascensus - RPLink."
3. I provided my Web User ID and Password when asked.
4. Quicken displayed the "Connecting to Ascensus - RPLink..." dialog box.
5. Quicken prompted for my birthday as additional authentication, which I provided.
6. In the "Add account" dialog box, an item labeled "rplink bank retirement plan services" appeared. The proper (non-zero) balance was shown.
7. I selected "Add as a new account" for the Action and "403(b)" for the Type.
8. The dialog box informed me that "RPLink only supports Simple Investment Tracking." I clicked Continue.
9. Quicken displayed an "Updating..." dialog box.
10. Quicken prompted me for the last four of my SSN as additional verification, which I provided.
11. Quicken displayed a "Validating your answers..." dialog box.
12. After a short wait, Quicken displayed the "Congrats!" message that shows I added one new account, so I clicked Finish.
13. The Market Value as of 02/03/23 shows a number that is in no way related to my actual (non-zero) balance. Doing the math, it shows about 7.62% of my actual holdings.

I suppose this is an improvement over what it looks like in my main file, where the Market Value shows $0.00 which is (obviously) 0% of my actual holdings.... (LOL!) But even in this test file, it's still not showing me accurate data.

Quicken Jasmine Moderator mod

February 2023

Hello @KesslerB,

Thank you for attempting the test file and for providing more information.

We recommend that you contact Quicken Support directly for further assistance due to errors still occurring in the test file as well.

The Quicken Support phone number can be found through this linkhere. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Although you have the option to reach out to chat support any day of the week, it is recommended that you call Quicken Support on Monday as an escalation may be in order and our escalation team is unavailable on weekends.

I apologize that we could not be of more assistance.

-Quicken Jasmine

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KesslerB Member ✭✭

February 2023