How do I link my quicken 2019 to a Pennsylvania 529 Investment Plan

FarrelFarrel Member
edited December 2018 in
I recently tried Personal Capital and I was able to link my sons' Pennsylvania TAP 529 Plan. I cannot do it in Quicken. I cannot find anything no matter what I type in the box, "Enter the name of your 529 plan." Do you have any suggestions?

Comments

  • mshigginsmshiggins SuperUser
    edited December 2018
    Farrel, are you using QMac or QWin?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • FarrelFarrel Member
    edited December 2018
    I am using it on Windows and I am using the most current download. Quicken for Windows 2019
  • edited December 2018
    Very few 529s support auto downloading into Quicken. My understanding is that while virtually all 529s support "screen-scraping" (Express Web Connect in QW; Quicken Connect in QM), which is why an aggregator like PC picks up your 529 transactions, Quicken requires Direct Connect for auto-downloading from investment accounts.

    My understanding is that 529 FIs have balked at paying Quicken for Direct Connect downloading from their 529 plans.

    We have a 529 through Vanguard, and downloading from it has never been supported in either QM or QW.

    If anyone has additional info, I'd be happy to get educated. 
  • FarrelFarrel Member
    edited December 2018
    So is there a way that I could use Express Web Connect to get my transactions into Quicken?
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