Trying to set up Vanguard 529 to download transactions...

Cory M
Cory M Quicken Mac Subscription Member ✭✭
edited March 2022 in Download, Add/Update Accounts (Mac)
There are a pile of different Vanguard BANKS when setting up the automatic downloads. Does anyone know which one is for the 529's? I've been spinning my wheels trying to find which one to log into but nothing is working for me. Unsurprisingly, the Vanguard website offers squat for help, and instead passes the buck to Quicken.

I've been doing trial and error for a while now and I'm getting nowhere. Hoping someone here might have come across this same issue before me?
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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I don't believe that Vanguard does allow downloading into Quicken for 529 plans.
    I have a 529 plan in Vanguard but it's not listed out among the various other Vanguard accounts we have:


  • Cory M
    Cory M Quicken Mac Subscription Member ✭✭
    > @"Tom Young" said:
    > I don't believe that Vanguard does allow downloading into Quicken for 529 plans.I have a 529 plan in Vanguard but it's not listed out among the various other Vanguard accounts we have:

    Ahh good to know. I guess I'll set up a dummy account that I can track the transfer to.... Is that what people do in these scenarios?
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