Add support for Vanguard 529 Accounts (Mac)

A-non-ymouse
A-non-ymouse Quicken Mac Other Member
edited February 2024 in Investing (Mac)

I'm part of the Mint exodus and importing my Vanguard accounts. The brokerage account shows only my investments, but no 529s. Mint showed these! Please add support. Thank you.

I'm adding this to the Windows category because this feedback form has greyed out the Mac option.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited January 2024

    Hello @A-non-ymouse,

    In order for a specific account type to be supported for downloads to Quicken, the request to be added would need to be made and submitted with the financial institution. If you want 529 accounts to be supported with Vanguard, you will need to contact Vanguard directly and tell them you'd like to download your accounts into Quicken.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • rfullerton123
    rfullerton123 Quicken Mac Subscription Member

    thanks! I will call and ask!!!!

  • Quicken Anja
    Quicken Anja Moderator mod

    @rfullerton123 You're welcome!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • BrownsValleyBoy
    BrownsValleyBoy Quicken Mac Subscription Member

    Hi Quicken - I have two (2) 529 accounts at Vanguard, and I've been able to sync one of my 529 accounts, but not the other. Is this an issue on Quicken's end, or Vanguard's? Thanks.

This discussion has been closed.

Categories