How do we add Quest529.com accounts to Simplifi?

NumberOne
NumberOne Member
edited May 28 in Adding and Updating Accounts

Previously these were Learningquest.com accounts but they have changed to quest529.com. These are of course 529 accounts for education savings.

Tagged:

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @NumberOne, thanks for reaching out with your inquiry!

    To clarify, the URL displayed for banks in Quicken Simplifi is not always the URL used to connect from the backend. When I click on the URL displayed for Learning Quest Ed Savings Program in Quicken Simplifi, a new tab opens to the bank's website, which is https://www.quest529.com/ .

    Screenshot 2026-05-28 at 3.07.31 PM.png Screenshot 2026-05-28 at 3.08.28 PM.png

    Are you able to sign in to this website and access your account? If so, you should be able to use this bank option to connect in Quicken Simplifi. Have you tried doing so? If so, is a specific error or issue experienced?

    Let us know!

    -Coach Natalie

Categories