Now you can save time by importing your retirement plan account activity into Quicken® or Microsoft® Money.
In addition to viewing your account activity, including contributions, withdrawals and transfers, you’ll be able to see your total financial picture and better manage your personal finances by using the downloaded information to:
- View investment gains and losses, in absolute value and as a percentage change
- Chart investment results against several market indexes
- Compare your current asset allocations against your desired allocations
To download the files, log in to your account and click on Transaction History under the View Account section in the left-hand menu. The files are available at the bottom of the screen.
Once you’ve downloaded the file, open either Quicken or Money and then follow the instructions to import the file into the application.