You can do this by going to your principal.com account and signing in, clicking the overview tab, then selecting account history from the menu that pops up. I am having problems adding principal financial group online account After the notice about conneciton via intuit, it takes me to the manual account. I have had my 401k with principal financial connected to quicken for the last few years with relatively no issues (the feed did not bring in transaction details but updated the portfolio correctly). Starting on 9/14/2022 i no longer can connect to principal funds I have been tracking a 401k account for a few years
I recently realized it hadn't downloaded updates in several months I tried to deactivate downloads and then reactivate them. I have just opened a 401k account with the principal I have followed the directions for a qfx download which worked well. The company holds a plan through principal, and the managed 'target date style'. I was able to add principal as an investment account but i was not able to link it so as to update the value of my account for that mutual fund.
It has doubled my holdings! We have two principal 401 (k) accounts (both spouses) set up in quicken The first is linked online via web connect and works as expected when i download from the principal site (wish they would support direct connect).
OPEN
