Edvest College Savings Plan - NA - Account Sync Not Working

Obvious_Revenue_2026
Obvious_Revenue_2026 Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

Appears there are more sync issues regarding the web connect services for Edvest College Savings Plan (Wisconsin's Child 529 provider).

I have three accounts within this provider. The first account syncs and updates just fine, but the second two pull completely incorrect holding numbers, and do not pull the right equities for each child account.

I have chatted with support, who started a ticket on the matter:

12157563

Hoping to see this resolved, as there were previous connection issues dating back to January of 2025 and the thread was closed. This isn't a small bank/brokerage and is a statewide service used for Wisconsin residents… I would hope that Quicken rectifies the issue.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Obvious_Revenue_2026,

    Thank you for reaching out! I checked the ticket number you referenced. The notes indicate that they requested you call back on Monday so that the issue can be escalated (since the team it needs to be escalated to is not available on weekends). The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I hope this helps!

    Quicken Kristina

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