Support for Illinois Brightstart 529 account download

rlamirand
rlamirand Quicken Windows Subscription Member ✭✭
edited April 2022 in Investing (Windows)
Any progress on this? Its been years and [Removed - Solicitation] can do it fine.

Thanks. Ryan

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited March 2022
    I had the Illinois Brightstart 529 plan - and NO - they did not have a downloading capability.
    I merely created a (manual) Quicken Account,
    and a virtual security reflecting my 529 funding choice...
    and manually updated the Price & Shares when there was any activity - like fees, statements, contributions, withdrawals...
  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @rlamirand,

    Thank you for reaching out to the Community with your question.

    In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    I hope this information serves to be useful to you!
    Thank you.

    -Quicken Jasmine

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