Missing Utah Educational Savings Plan (aka my529)

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Comments

  • EllenS
    EllenS Member

    +1 Just signed up for Simplifi today, but now thinking about switching because of this. I'm in the drawdown phase of this plan with my kids and it will greatly help with budgeting.

  • AffineParameter
    AffineParameter Member

    +1 Yet another Mint Orphan requesting my529 support.

  • DocStizzle
    DocStizzle Member

    Same boat. Was a minter for 16 years and now orphaned. Please add my 529 to quicken! Thanks .

  • DanK74
    DanK74 Member

    Please add My529. This was first requested back in 2020. It was available in Mint so it shouldn't be hard to do. Unless you're not trying… I just signed up for a Quicken Simplifi today, did I make a mistake?

  • msk
    msk Member

    +1 more vote for this. I am another mint orphan. ~4 years to get an account added when my529 has been available on mint for years?? Please add this soon.

  • eattrig
    eattrig Member ✭
    edited April 2

    Any news on this?

    [removed]

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone, as soon as any information becomes available on this connection, we'll be sure to update this post accordingly. There is no news to provide at this time.

    Sorry for not having a better answer, but I hope this helps!

    -Coach Natalie

  • amitp401
    amitp401 Member ✭

    Adding another request here. Would like to have this asap.

  • AndyWatson
    AndyWatson Member

    HI there. Another vote for adding support for my529. Thank you.

  • pji
    pji Member

    Just signed up with my529 for my daughter so adding my vote here as well. Looks like this has been an ongoing request since 2021 so I'm guessing it is not coming any time soon….

  • Palavis
    Palavis Member ✭✭

    Another vote to add my529.

  • JawsJVH
    JawsJVH Member

    Another vote to add my529

  • ayushkj
    ayushkj Member

    Another vote for please adding this - it's a highly rated 529 account. Thanks!

  • RoDash
    RoDash Member ✭

    Not sure how much this comment and vote matters, but adding to the chorus here!

    @Coach Natalie - what is the roadblock here? Is it Simplifi being unable to replicate what Mint already had in place ? Or is it My529 not allowing Simplifi access to its API ?

  • eattrig
    eattrig Member ✭
    edited July 25

    I ended up switching to [removed] in large part because of this.

  • JaredJohansen
    JaredJohansen Member

    All, I chatted with a Simplifi CSR about the lack of connection to my529.  He indicated that Simplifi has asked my529 to establish a connection with them, but my529 has not replied.  To get some traction on this request, I would suggest additional my529 customers contact them about this request so that they feel some pressure to act on the request.  my529 contact info can be found here: https://my529.org/contact-us/. . For context, here's the relevant portion of the conversation with the Simplifi CSR:

    • 11:43 AM | Me: One more question while I've got you online. I've been waiting/hoping for this issue to be resolved for over a year. I know it's on Simplifi's "todo" list (based on the message on the webpage). Is there any way to identify where it is at in the "todo list" queue? https://community.simplifimoney.com/discussion/447/missing-utah-educational-savings-plan-aka-my529
    • 11:44 AM | Coach from Quicken Simplifi: Still in the works.
    • 11:46 AM | Coach from Quicken Simplifi: However, the banks must establish an agreement and there is currently no estimated time for when they will do so.
    • 11:47 AM | Me: So the issue is with my529 not taking action?
    • 11:47 AM | Coach from Quicken Simplifi: That's correct.
    • 11:48 AM | Coach from Quicken Simplifi: It would be most beneficial for you to contact your Financial institution regarding the matter.
    • 11:49 AM | Coach from Quicken Simplifi: We have already submitted a request, but we have not received a response yet.

  • KK_swifty
    KK_swifty Member ✭

    +1 on this please

  • ImStephen
    ImStephen Member

    Any update from Simplifi? This is a major account for many of us.

  • eattrig
    eattrig Member ✭
    edited August 14

    Haha they removed the name of the company I switched to. It’s [removed]

  • ImStephen
    ImStephen Member

    Any update? It has been another month.

  • JaredJohansen
    JaredJohansen Member

    Update from my529:

    Thank you for your inquiry regarding connecting your my529 account(s) to a third-party external platform or financial app (“Solution”).

    As you are likely aware, there are multiple Solutions that connect to financial accounts in general to obtain account information (e.g., balances, transactions).

    my529 is revamping its process to provide financial data to external parties, focusing our efforts on new financial security standards. Currently, my529 is not adding any new third-party Solutions. We hope to phase in the new security standard by the end of second quarter 2025. 

    Once the new security standard is in place, my529 will notify account owners on how to connect their my529 data. External party platforms and financial apps that do not meet the security standard will not be able to connect. At this time, we have not determined which platforms meet the new security standard.

    Thank you for your patience and interest.

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