Can I set up electronic access to STABLE accounts?

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?

Best Answer


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    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 DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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