Will Access to 529 through T Rowe Price Be Coming?

josh.katz

I'm trying to sync Quicken for Windows to my kids 529 accounts through T Rowe Price. After receiving error after error I called the T Rowe Price number listed in Quicken. They said that Quicken does not currently support 529s through them. Will this be changing?

Boatnmaniac

T Rowe Price needs to initiate a change to their contract with Intuit or initiate a new contract with Intuit to add support for 529 accounts.  Then Intuit/Quicken will work to add it to Quicken. 

You might want consider contacting T Rowe Price and request them to add support for download of 529 accounts data into Quicken.  If they get enough customers requesting it then they might make the business case to do just that.

Unless/until that happens your option is to manually set up the 529 accounts and manually enter the transactions.

Boatnmaniac

T Rowe Price needs to initiate a change to their contract with Intuit or initiate a new contract with Intuit to add support for 529 accounts.  Then Intuit/Quicken will work to add it to Quicken. 

You might want consider contacting T Rowe Price and request them to add support for download of 529 accounts data into Quicken.  If they get enough customers requesting it then they might make the business case to do just that.

Unless/until that happens your option is to manually set up the 529 accounts and manually enter the transactions.