Setting up NJBEST 529

Quixote

When creating a new account in Quicken classic it asks for the institution however NJBEST 529 is not an option. At the NJBEST login site I do see that they can provide an aggregator URL, username, and password. How then can I create an investment account in quicken that references these credentials and downloads the appropriate entries? Thx!

Boatnmaniac

Sorry, but you cannot. If the financial institution (FI) is not an option in Quicken, then the best you can do at this time is to set it up as an offline manual account and then manually enter the transactions.

Quicken uses a proprietary process for downloading from FIs and they will need to contract with the aggregator (Intuit) to get added to the FIDIR (Financial Institutions Directory) list. Once that is done, then you will be able to download from them into Quicken. If you wish for NJBEST to get added to the FIDIR list you should contact them and request that they add support for Quicken by contracting with Intuit. If they get enough requests from customers then maybe they will develop the business case to justify adding support for Quicken.

Quixote

Thx for the quick response. I’ll set it up manually.

Boatnmaniac

Sorry, but you cannot. If the financial institution (FI) is not an option in Quicken, then the best you can do at this time is to set it up as an offline manual account and then manually enter the transactions.

Quicken uses a proprietary process for downloading from FIs and they will need to contract with the aggregator (Intuit) to get added to the FIDIR (Financial Institutions Directory) list. Once that is done, then you will be able to download from them into Quicken. If you wish for NJBEST to get added to the FIDIR list you should contact them and request that they add support for Quicken by contracting with Intuit. If they get enough requests from customers then maybe they will develop the business case to justify adding support for Quicken.

Quixote

Thx for the quick response. I’ll set it up manually.

pt216

Boatnmaniac I believe you helped a user get their portfolio back on track.

Is there a way to overwrite a new portfolio over an existing portfolio?

Boatnmaniac

https://community.quicken.com/discussion/comment/20462606#Comment_20462606

I'm not sure I understand what you are asking. But before digging into that, how does your question relate to @Quixote's inquiry about NJBEST 529? If it does not, please start a new discussion thread and provide more details about what you are asking so it gets appropriate attention.

pt216

Okay I will start a new discussion thread, it doesn't have anything to do with inquiry about NJBEST 529 I didn't know how to contact you about overwriting my out-of-control investment portfolio for a new correct one - thanks

pt216

I didn't know how to contact you either, I didn't mean to hijack the thread

Boatnmaniac

@pt216 - I have been waiting for you to start that new thread but I have not seen it, yet. Start the new thread and I will probably see it….as will other SUs, many of whom will likely also be able to assist you.

You may contact any Community member if you type in the @ symbol followed immediately by their User Name. For you that would be @pt216. As long as you click on the User Name while you are typing it in, it should turn into a bold blue font and that person will get a notification message that someone has mentioned them and they should go to the applicable posted message to see what it was.

Another way to contact any Community member is to click on the envelope at the top right of the screen. This will allow you to send a PM to another member. PMs are fine for some things but for other things it might be better to post in the forum so others may benefit from the discussion.

Quicken Kristina

Hello All,

I am closing this thread per request, since the original issue has been resolved. To discuss other issues, please start a new discussion. For instructions on creating a new discussion, please see this FAQ:

https://community.quicken.com/discussion/7849429/how-to-add-a-post-to-the-community

Thank you!