Can not add a Capital Group-American Funds 529 account to Quicken 2020

zee20162

A previous thread indicated substituting account holder's SSN instead of "customer ID" - this solution does not ... still get an error

Quicken Francisco

Hello @zee20162

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was taking a look and the information in the other thread is correct with what the bank has for sign in information. The link for that can be found down below.

https://www.capitalgroup.com/individual/service-and-support/other-resources/how-to-use-quicken.html

What exactly does the error say when trying to connect? One thing I might recommend as well would would be to contacting the FI to see if they're able to guide you with setting up your accounts. Either way let us know a bit more info when you get the chance!

Thanks,

Quicken Francisco

Quicken Francisco

Hello @zee20162

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was taking a look and the information in the other thread is correct with what the bank has for sign in information. The link for that can be found down below.

https://www.capitalgroup.com/individual/service-and-support/other-resources/how-to-use-quicken.html

What exactly does the error say when trying to connect? One thing I might recommend as well would would be to contacting the FI to see if they're able to guide you with setting up your accounts. Either way let us know a bit more info when you get the chance!

Thanks,

Quicken Francisco