Why are Wealthfront account types not recognized?

Lane Johnson

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.

Quicken Julio

Hi @Lane Johnson,

Thanks for taking the time to post to our Community.

Please take a few moments to visit the information and steps provided Here in regards to the "unknown type" message.

If the issue persists, I suggest reaching out to Quicken Support for assistance with some advanced troubleshooting steps that may include a review of your log files and escalation to our service providers.

Quicken Julio

Hi @Lane Johnson,

Thanks for taking the time to post to our Community.

Please take a few moments to visit the information and steps provided Here in regards to the "unknown type" message.

If the issue persists, I suggest reaching out to Quicken Support for assistance with some advanced troubleshooting steps that may include a review of your log files and escalation to our service providers.

Lane Johnson

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

@Lane Johnson - Did you ever figure out how to get Wealthfront accounts to be recognized?

qui_us

Apparently this is quicken problem since I have no problem with importing Wealthfront from [removed] or [removed].