Can I set up electronic access to STABLE accounts?

shlawallace · May 2019

I have established a STABLE (529A) account for a family member. I'd like to be able to automatically link this account in Quicken the same way I do for other bank and brokerage accounts, so I don't have to enter information manually. Is there a way to do this?

Quicken Harold · May 2019

Hello shlawallace. Appreciate your question.

Unfortunately, there are only a couple of 529 plans available in Quicken:

If your brokerage for your 529A plan does support Quicken, you should be able to download a QFX file that will allow you to import your data.

Respectfully,
~ Quicken Harold.

Quicken Harold · May 2019

Hello shlawallace. Appreciate your question.

Unfortunately, there are only a couple of 529 plans available in Quicken:

If your brokerage for your 529A plan does support Quicken, you should be able to download a QFX file that will allow you to import your data.

Respectfully,
~ Quicken Harold.

NotACPA · May 2019

But NOTE, that it's the Financial Institution, not Quicken, that decides whether data from the FI can be downloaded into Q. Q can't force them to provide access.

Can I set up electronic access to STABLE accounts?

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