Learning Quest 529 plan Quicken online access

Allan401

Does anyone know how to make Quicken online access work for Learning Quest 529 accounts?

A post by @figlio on September 8 suggests they had it working for one of their two Learning Quest accounts: https://community.quicken.com/discussion/7954963/help-connecting-to-learning-quest-accounts. However they did not provide any details on how they had it working.

There is no direct "Learning Quest" account in Quicken. Learning Quest uses read-only aggregator credentials separate from the regular login credentials, with a Learning Quest Aggregator URL of: https://www.lqd.learningquest.com/aggregator

Learning Quest is managed by American Century Investments. Choosing this provider in Quicken requests your Tax Identification Number (SSN) and American Century PAC/PIN. I tried that using both my SSN/LQ aggregator password, and LQ aggregator username/LQ aggregator password - neither worked. My Learning Quest account has MFA enabled so my regular Learning Quest credentials will not work.

Any other suggestions? Thanks.

Quicken Jasmine

Hello @Allan401,

Are you still requiring assistance?

Let us know!

Allan401

I have not been able to solve this request. Appears that Quicken does not support downloads from Learning Quest accounts.

Quicken Anja

Hello @Allan401,

Upon checking our financial institution list, Learning Quest is not listed which usually indicates that they do not support online connections with Quicken. However, we would still recommend reaching out to the financial institution directly to confirm this.

In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

I hope this information serves to be useful to you! Thank you.