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Why are Wealthfront account types not recognized?

I am trying to import my Wealthfront 529 account (using Quicken for Windows - version R26.23), but Quicken fails to recognize the account type. I'm wondering if this is a common problem, or if there's a way to resolve it. See attached image.

After this screen appears (in the attached), clicking "next" does nothing. The accounts are not populated to the accounts list. I have had to create manual accounts for these.

Best Answer


  • Lane Johnson
    Lane Johnson Member ✭✭
    I have tried several times now and have reviewed the information in the link you provided, but the problem persists. I will reach out to Quicken Support. Thanks for getting back to me.
  • jim.lee
    jim.lee Member ✭✭
    @Lane Johnson - Did you ever figure out how to get Wealthfront accounts to be recognized?
  • qui_us
    qui_us Member
    edited July 2020
    Apparently this is quicken problem since I have no problem with importing Wealthfront from [removed] or [removed]. 
This discussion has been closed.