Quicken can also keep track of your financial accounts and each account’s individual transactions. Quicken supports automatic downloading of transaction history for thousands of financial. Banking account info into Quicken. This caused Quicken to download transactions for checking, credit cards, etc. Unfortunately, this resulted in thousands of duplicated transactions! Getting rid of all the unwanted, downloaded transactions is going to be very tedious, if I have to delete one at a time. Is there a way to ease this process?
How do I navigate and view account transactions? By selecting this tab you will be able to see financial activity in your account during the past 365 days (for older information, call the Client Care Center at 1.800.448.2542). Duration - The drop-down menu allows you to select to see transactions for dates with the past week (7 days), past month (30 days), past quarter (90 days), past year (365 days) or you can select a date range within the past year (e.g.). Transaction type You can select to display only specific type of transactions - Premiums – money that was placed into the account via payroll deductions (or for personal accounts, by personal check). Capital transfer – money that was located at another financial institution and was transferred into your AIG Retirement Services account. Transfer – in most cases this occurs within the retirement plan as defined by the employer that sponsors the plan. Assets will not be distributed when a distributable event has not been met.
Rollover - moving funds to another qualified plan at another vendor (financial institution) outside of AIG Retirement Services. This occurs when a distributable event has been met. Download Transactions button – once the transactions are displayed, they can be downloaded into a Microsoft Office Excel Comma Separated format. NOTE: account transactions can be downloaded into Quicken by accessing the Quicken application and selecting the “add account” option.
You will need to select a financial institution (e.g. AIG Retirement Services) from the list. You will need to provide Quicken with your AIG Retirement Services user ID and password so the information can be imported to Quicken. To get additional information on downloading into Quicken, click the provided hyperlink. What is Quicken?
Quicken is a personal finance management (PFM) tool developed by Intuit, Inc. Which runs on Windows and Macintosh systems. Quicken software allows you to track loans, mortgages, investments, credit cards, savings and your day to day bank accounts. It can help you forecast how much money you may have in the future, or show you how much you have now. It will allow you to plan your spending with a budget and track where your money is going.
What version of Quicken supports the download service? Any one of the three most recent versions of Quicken, since each April 30th of each year Quicken discontinues its support for any of its versions more than 2 years old. What is Direct Connect? Direct Connect is a free service that AIG Retirement Services offers which allows you to download account information from your account to your personal financial management software in one step without accessing your AIG Retirement Services account. How do I download my AIG Retirement Services account information to Quicken? Open your Quicken application and select the option to add an account. You will follow the prompts from Quicken.
Quicken will request a financial institution be selected. Locate and select AIG Retirement Services from the list of financial institutions.
Provide your AIG Retirement Services user ID and password when you are prompted. Once the connection is completed each account will present a screen with questions that you will need to answer to continue. All the accounts that were selected to be included in the download will be displayed. A flag will be located next to each account. Each account will need to be selected and the transactions reviewed. Once the transactions have been updated they will be displayed (this will need to be done for each account that was downloaded). NOTE: Quicken only downloads 90 days of individual transaction detail; the totals will be downloaded.
Why doesn't my account balance in my PFM software match my account balance on AIG Retirement Services Online? AIG Retirement Services includes investment price information with its transaction download; however, some Personal Financial Management software applications override the investment price information provided by AIG Retirement Services with the investment price information they retrieve from other sources. Therefore, AIG Retirement Services can not guarantee the accuracy of investment price information downloaded through Personal Financial Management software.
What happens if I am unable to download my AIG Retirement Services account information? Contact the Client Care Center at 1-800-448-2542 and a Customer Care Professional will submit a request to determine if AIG Retirement Services can assist or if you need to contact Quicken customer service. What is MSMoney/Mint.com? MSMoney is a personal financial management tool which Microsoft discontinued supporting in January 2011. AIG Retirement Services account information can be downloaded using the “Download Transactions” button in the “Account History” which downloads the information into a Microsoft Office Excel Comma Separated Values File which can then be imported into your MSMoney program. Mint.com is a personal financial management tool that is not supported by AIG Retirement Services.
AIG Retirement Services account information can be downloaded using the “Download Transactions” button in the “Account History” which downloads the information into a Microsoft Office Excel Comma Separated Values File which can then be imported into your Mint.com program. Last Updated Date 03.06.19 Important Notice about Purchasing an Annuity From Us To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products.
What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents. Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc.
(ACS), member FINRA. AIG is the marketing name for the worldwide property-casualty, life and retirement, and general insurance operations of American International Group, Inc. For additional information, please visit our website at.
Products and services are written or provided by subsidiaries or affiliates of American International Group, Inc. Not all products and services are available in every jurisdiction, and insurance coverage is governed by actual policy language.
Certain products and services may be provided by independent third parties. Certain property-casualty coverages may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.
AIG Retirement Services represents AIG member companies - The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). All are members of American International Group, Inc. This information is general in nature, may be subject to change, and does not constitute legal, tax or accounting advice from AIG Retirement Services, AIG, its affiliates and/or member companies, including its employees, financial professionals or other representatives. Applicable laws and regulations are complex and subject to change.
Any tax statements in this material are not intended to suggest the avoidance of U.S. Federal, state or local tax penalties. For professional advice concerning your individual circumstances, consult an attorney, tax advisor or accountant. Investing involves risk, including the possible loss of principal. Investment values of variable products fluctuate so that investment units, when redeemed, may be worth more or less than their original cost.
Comments are closed.
|
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |