Prudential Financial

Using Financial Planning Software

Participants with retirement programs serviced by Prudential Retirement can use Quicken® and Microsoft Money® to manage their accounts like never before in a secure electronic environment. By downloading their retirement account information from Prudential, participants can:
  • Monitor transactions
  • Access account balances
  • Track investment performance
  • Use graphs to visually review their account
  • Illustrate asset allocation principles
  • Review market value allocations
  • Obtain overall portfolio value
  • View "rate of investment return" by account
  • …and so much more!
Each software package has specific operating instructions. Choose your version:

Quicken 2003 (PDF)
Quicken 2004-2006 (PDF)
Microsoft Money 2002-2004 (PDF)
Microsoft Money 2005 (PDF)
Microsoft Money 2006 (PDF)

Prudential Retirement was among the first in the retirement industry to offer these services to our retirement participants. These services build upon Prudential's commitment to utilize technology to give participants "anywhere" access to their retirement accounts.

Please note that Intuit®, maker of Quicken, no longer supports the 2001-2002 or the 2003 versions of Quicken. Intuit encourages all users of these versions of Quicken to upgrade to the 2004-2006 versions. 

To use these services, participants must have one of the above software packages. To learn more, contact Intuit or  Microsoft.