529 that can be tracked with Quicken?

ZABA
ZABA Quicken Windows Subscription Member ✭✭
edited August 2024 in Investing (Windows)

So, I do most, though not all, of our invests with Vanguard Group. Unfortunately, there is no way to download 529 data from them into Quicken. This was confirmed with the institution.

Can anyone recommend an investment company that offers a 529 that will play nice with Quicken? Thank you.

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2024

    Fidelity's 529 accounts work well with Quicken.

    Fidelity administers the accounts for the Connecticut Higher Education Trust (CHET) and perhaps other states as well.

    QWin Premier subscription
  • ZABA
    ZABA Quicken Windows Subscription Member ✭✭

    Thank you; I'll reach out to them. (I've used Fidelity before with good results.)

    I appreciate the assistance. :)

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