NEW! 11/19/24 South Carolina's 529 College Sav $0 Balance When Adding Investment Accounts

Quicken Jasmine
Quicken Jasmine Quicken Mac Subscription Moderator mod
in Alerts, Online Banking & Known Product Issues

Our teams have discovered an issue with South Carolina's 529 College Sav downloading investment accounts with $0 balances. This mainly occurs on Quicken for MAC using Quicken Connect. This is happening because our OFX Screenscrape (a form of Express Web Connect/Quicken Connect) can successfully capture account details but cannot capture account activity. This is causing the accounts to be successfully added but showing a $0 balance with no activity.

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!
(Ticket #11396400/CTP-11512)

-Quicken Jasmine

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