Invesco Collegebound 529 with Quicken 2017

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Unknown
Unknown Member
edited October 2018 in Investing (Windows)
Is Invesco Collegebound 529 supported for automatic downloads?  I received an email from them stating I needed to set up aggregator access, which I've done.  I cannot get Quicken 2017 to connect to the account using Invesco as the financial institution.

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  • Unknown
    Unknown Member
    edited June 2017
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    My two cents. It might be best to contact Invesco first.  If you are able to create an investment account with Invesco as the financial institution (I didn't try), the problem is not with Quicken, it's with Invesco.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
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    It's the Financial Institution, and the FI alone, that decides whether download into Q is supported.
    Q can't force them to provide download (it requires changes to their software).

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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