Schwab 529 Accounts

efxmaster
efxmaster Quicken Mac Subscription Member ✭✭
edited March 26 in Download, Add/Update Accounts (Mac)

Is there any update on getting Schwab 529 accounts to work with QMac Classic?

I can connect and link to them, but nothing downloads. I think it's this issue that was previously reported, but there hasn't been an update on that thread in over a year.

https://community.quicken.com/discussion/7959571/update-2-1-25-charles-schwab-529-0-dollar-balance



QMac Classic Business and Personal Subscription
Quicken User Since 2002

Tagged:

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @efxmaster,

    Thank you for posing this question!

    I have updated the alert you have linked in your post.

    Charles Schwab is currently not supporting 529 accounts in Quicken. 529 accounts should not show up as an option to add. You can use the gear icon, and update cash balance, to enter the total for the accounts.

    If you are seeing that these accounts still show up, you should reach out to Quicken Support to report that issue and they can escalate if needed.

    Hope this helps!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories