Can I set up electronic access to STABLE accounts?

shlawallace
Quicken Mac Subscription Member
I have established a STABLE (529A) account for a family member. I'd like to be able to automatically link this account in Quicken the same way I do for other bank and brokerage accounts, so I don't have to enter information manually. Is there a way to do this?
0
Best Answer
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Hello shlawallace. Appreciate your question.
Unfortunately, there are only a couple of 529 plans available in Quicken:
If your brokerage for your 529A plan does support Quicken, you should be able to download a QFX file that will allow you to import your data.
Respectfully,
~ Quicken Harold.
Quicken Harold
Community Moderator5
Answers
-
Hello shlawallace. Appreciate your question.
Unfortunately, there are only a couple of 529 plans available in Quicken:
If your brokerage for your 529A plan does support Quicken, you should be able to download a QFX file that will allow you to import your data.
Respectfully,
~ Quicken Harold.
Quicken Harold
Community Moderator5 -
But NOTE, that it's the Financial Institution, not Quicken, that decides whether data from the FI can be downloaded into Q. Q can't force them to provide access.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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