Oklahoma 529 - exists in QMac but not in QWin (edit)

GBQ
GBQ Quicken Windows Subscription Member ✭✭
edited July 13 in Download, Add/Update Accounts (Windows)

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?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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