529 Syncing Issues - Schwab and Virginia529

TrojanTraveler
TrojanTraveler Quicken Mac Subscription Member
edited July 2023 in Errors and Troubleshooting (Mac)

Hi all - I have two linked 529 accounts with Schwab and Virginia529. Both continue to show a $0 balance and no history of transactions despite several attempts to relink. My other Schwab accounts (brokerage, checking, IRAs) populate perfectly without issue, all added in the same connection process. Oddly for the Virginia529, it shows the proper balance during the setup process but reverts to $0 once fully linked and listed on the sidebar.

I see several discussions about similar 529 syncing problems, but no ultimate solution. Welcome any wisdom!

Comments

  • scottsk
    scottsk Quicken Mac Subscription Member

    Having same issue with Schwab

  • scottsk
    scottsk Quicken Mac Subscription Member

    Also, if this helps, when I sign in to schwab.com, I then go to schwab529plan.com where I can manage the 529s

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