Need help adding a 529 college account managed by Fidelity to Quicken
Will Fiveash
Member ✭✭✭
Recently I opened a 529 college savings fund for my daughter via Fidelity, with which I have several other investment accounts. I want to be able to track this new 529 account but I'm not sure how to do this. When I try to create a new 529 account in Quicken it asks me what bank I'm using but I went through Fidelity to setup the 529 account so I'm confused.
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Best Answer
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Hello Will,
Thank you for taking the time to come to the Community to post your issue, although I apologize that you are having trouble adding an account in Quicken.
To add a 529 account, go to the (+) and go down to Investments > 529.
If this account was set up through Fidelity, choose the Fidelity option from the list. To determine which option to use, compare the URL to right to what you use to see these accounts online.
If you are unable to find the appropriate option for Fidelity, it may be possible that Fidelity doesn't offer the ability to automatically download this account type.
Let me know how it goes!
-Quicken Tyka~~~***~~~5
Answers
-
Hello Will,
Thank you for taking the time to come to the Community to post your issue, although I apologize that you are having trouble adding an account in Quicken.
To add a 529 account, go to the (+) and go down to Investments > 529.
If this account was set up through Fidelity, choose the Fidelity option from the list. To determine which option to use, compare the URL to right to what you use to see these accounts online.
If you are unable to find the appropriate option for Fidelity, it may be possible that Fidelity doesn't offer the ability to automatically download this account type.
Let me know how it goes!
-Quicken Tyka~~~***~~~5 -
Thanks for the help.1
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