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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Michigan Education Savings Plan (MESP) 529 College Plan
woodyboles
Hello,
I am trying to connect to my MESP 529 College Plan.
I cannot find this in the search function; nor can I find the bank listed at the bottom, which is TIAA-CREF Tuition Financial.
I have tried connecting to "TIAA" and TIAA-CREF Brokerage Services.
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Greg_the_Geek
For 529 Accounts
: Your other option is to manually add your 529 plan to Quicken with the basic procedure for adding an investment account. When you manually add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred for you.
woodyboles
Hi Greg,
Thank you for answering; but this kind of defeats the purpose of buying a software to automatically update and manage all my finances, I will have to manually update the changes at a set interval to see the change.....
I would think that MESP was a major fund and would be available, especially since it is managed by TIAA.
Greg_the_Geek
You need to talk to MESP. It's their decision to support Quicken downloads and not Quicken's.
Kathy K
I'm curious if you were ever able to get this to work... I agree about the purpose of this being to streamline all accounts. I'm also disappointed it stopped working as an automatic download.
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