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How do I add a security to a 529 account?

I don't know what you want here!
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Does the account support transaction downloading?

    Is this a publicly traded security with a ticker, or something special to the 529?

    What specific problem are you having?
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  • jwt535
    jwt535 Member ✭✭
    Your answers in order; No, No, I am trying to add an additional security to a 529 account.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    I assume you mean it is publicly traded but you can't download transactions. In that case you should go to Tools > Security and add the security to Quicken, making sure the Download Quotes box is checked when you are done.

    Then transfer the cash contribution from a banking account in Quicken to the 529 account, then in the 529 account, enter a Buy transaction to purchase the new security.
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  • jwt535
    jwt535 Member ✭✭
    It is a Vanguard 529. These 529s do not have ticker symbols and are not publicly traded. Quicken allows only one security in a 529 and it cannot be modified in any way except prices and quantities. The fund in this 529 is age based and Vanguard just raised it to the next level. I sold the first fund, put the cash into a holding account and then bought the new fund.
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