NY 529 College Account and Quicken D/Ls?

So I just set up an account for my grandkiddies with the nysaves.org 529 plan that is operated by Vanguard. It's a different electronic backup system that what Vanguard has for their usual investors. (had to supply a new username, got new account numbers in a different format than other Vanguard personal accounts, website is different, etc.)

As such, I've been told both my Vanguard Flagship service AND the specific Vanguard NY 529 account team member I just spoke to (who seemed very knowledgeable) that they do NOT support Quicken d/l of the 529 plan system.

Anyone have the same issue, or (better yet) that this isn't true and they really DO have the ability to do it?

Bummer if so....I do have the address of the folks to send a snail-mail request off to (as if that would really help).

Reply to
Andrew
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It's Vanguard, and Vanguard alone, that decides what account types are eligible for download.

If you've " been told both my Vanguard Flagship service AND the specific Vanguard NY 529 account team member" that you can't download the 529 account ... I'd believe it.

Reply to
danbrown

"Trust but verify". I *almost* believe it, hoping (1% chance?) that someone can tell me they're wrong!

Reply to
Andrew

BUT, BUT, BUT, the info HAS been verified ... by the 429 account team member (or the Flagship rep ... which ever you asked 2nd).

OR, are you a belt and suspenders and another belt kinda guy?

Reply to
danbrown

I was told by Vanguard and my accountant that monthly statements can be downloaded but NO 529 data can be automatically downloaded into Quicken

Reply to
pncboy85

I was alos told that NO 529 plans from any broker can be downloaded automatically into Quicken. Supposedly it is a function of the 529 data. Who knows. I am sure some smarty pants on this forum will contradict me.

Reply to
pncboy85

Whoever told you that NO 529 Plan can be downloaded is either ignorant, or lying, or covering their own ass because THEIR plan doesn't download (at the plan's choice). Here's an entry for a 529 plan from the FIDIR.TXT file for QW2017.

61947 61947 61947 College Advantage Direct 529 Savings
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N/A
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ACTIVE BANKING,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
Reply to
danbrown

A few points since my last post.

to Danbrown:

  1. Just because I've heard verbally from two people that nysaves.org can't d/l into Q doesn't mean that it is gospel. I've seen too many cases in this forum where 'experts' have been contradicted by facts and other knowledgeable folks here.

  1. Thanks for the reference to "
    formatting link
    ". Of course, this is from Ohio, doesn't help me explicitly now, but I will use it in reference when I write to the NYSAVES.ORG folks that the Vanguard rep gave me the US Mailing address to. to others:

It turns out that on the NY plan, there IS information about aggregators and a shadow account that can be set up within their two-party authentication system so that folks like MINT (And some others that I don't remember) STILL can get access. Well, that's funny...too bad Quicken d/l doesn't work...but isn't there a screen scraping facility that Q *could* add (the minimal type of Web Connect, Web Connect Express, etc...maybe this is something that was done a LONG time ago by Intuit and isn't even of interest anymore).

Reply to
Andrew

BUT, you weren't asking about Mint ... you were asking about Quicken.

One definition of insanity is doing/asking the same thing over and over and expecting the results/answers to change.

And, yet, you keep asking.

NY 529 doesn't download into Q. Their decision, not Q's. End of story.

Reply to
danbrown

Whoa! I only asked the original time, the rest was commentary. Mint only came up since I had noticed that they do support aggregators after my original post, so some sharing is possible through other ways.

Please don't start being a twit like some others here and insult others....

Reply to
Andrew

Still expecting the results to change ... my, my, my. I'm sorry about your insanity.

Reply to
danbrown

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