College Savings Iowa - Aggregator Site

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Hello All -

Not sure how else to get this to the attention of Quicken.

College Savings Iowa 529 has a dedicated aggregator URL with a separate user ID/password and does not allow Quicken access via usual website/credentials.

When I add these accounts, quicken directs toward the usual site and not the aggregator site. Is there a way to direct quicken to this alternate site?

Thanks!

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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    How to refresh financial institution information (Branding)

    Have you tried this yet?

    If your bank recently changed their website or password requirements please read and follow instructions here:

    For online billers please see if you can manage (remove and re-add or repair) the online biller, to see if their profile has already been updated.

    If that doesn't resolve the issue:

    • It is the bank's or biller's contractual obligation to notify their Quicken download service provider, Intuit Inc., of any changes to their websites and download functions in a timely manner before the change is implemented. Intuit needs a sufficient amount of lead time to review, change and test their programs, to adapt to the changes the bank makes.
    • The bank also needs to notify their customers of this change in a timely fashion and detail any actions that might be required by the customer to regain access after the change was introduced.
    • If they didn't do that, complain to your bank's or biller's office of the president.
    • You also need to contact Quicken Support via Chat or Phone at https://www.quicken.com/support#contact-support during posted hours of operation and report this as an Online Banking issue, so that Quicken Support can escalate this issue to Intuit Inc. Ultimately, however, the bank or biller must initiate the call and work together with Intuit on solving this update issue.

    Please let us know if you were able to get this issue resolved (or not).