PA529 plan connects but does not update all accounts properly

JustinD
JustinD Quicken Mac Other Member ✭✭

I can connect to my PA529 accounts with an aggregator account. I have four children. Each time I connect, one of the four kids balances correctly updates but the other three do not. I have attempted to delete the accounts and reconnect. Same thing happens. I have attempted to change the type of accounts from 529 to brokerage and again the same thing happens. Help! This is very frustrating!

Comments

  • JustinD
    JustinD Quicken Mac Other Member ✭✭

    And to make matters worse, each time I delete an account and reconnect, a different account displays the proper balance while the others reset to wrong balance. I have even tried to delete one account at a time and all four accounts at a time and reconnect, but the same thing happens. I cant seem to get more than one account balance to be correct at a time.

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