I would like to request Quicken to add an institution to Quicken Classic Windows….vendor in question is www.oklahoma529.com. They provide aggregator access as listed here https://cdn.unite529.com/jcdn/files/CAD/pdfs/aggrfaqs.pdf This vendor is setup and available in Quicken Classic Mac (everything works beautifully). How do I submit this request?
It's the FI's decision as to what platforms/products to support. You need to petition them to sign the contract with Q/Intuit to make this happen, which is the only way that it can happen.
Q can't do this on their own.
Also, what Financial Institution manages this plan? Have you tried using their name as the FI?
