Michigan-529 Michigan Education Savings Program Missing (edited)

BlalockBills
BlalockBills Member ✭
edited December 2021 in Report Missing Financial Institution

https://www.michigan-529.com/ Is it possible to add this to Simplifi

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In Review · Last Updated

We are working to establish this connection in Simplifi, however, we cannot guarantee that we'll be able to support a requested bank.

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  • spyderdan
    spyderdan Member ✭✭
    edited January 2023
    Also would like to see this included. It works in [removed] and [removed] already for the MI-529 aggregator. 
  • Blalock_Bills
    Blalock_Bills Member ✭

    Can you add Michigan 529 to one of the supported banks?

    Website is:

    https://www.michigan-529.com/midtpl/auth/ll.cs

  • vredevk
    vredevk Member

    Would be great to get this added!

  • casey1
    casey1 Member

    Please add this very important account!!!!

  • Dognose
    Dognose Member ✭✭

    Just here to provide the aggregation URL: https://www.michigan-529.com/aggregator


    CA, GA, OK, MI, WI plus others all seem to share the TIAA 529 platform. Supporting this would be helpful to many customers.

  • Cartalone
    Cartalone Member

    Common now. this 'bank' was supported in Mint.

  • Duke0486
    Duke0486 Member ✭✭
    edited June 2024

    Mint used Intuit to connect to the Michigan Education Savings Program (MESP) aggregator URL ( https://www.michigan-529.com/aggregator ). Simplifi also uses Intuit to connect to accounts, so it shouldn't be difficult to add this institution. In fact, every Simplifi competitor I checked can successfully access Michigan Education Savings Program accounts, so why can't Simplifi?!

    Furthermore, this institution was originally requested in 2020, and there's still no access? This is very disappointing.

  • Duke0486
    Duke0486 Member ✭✭

    I'd like to add: because the Michigan Education Savings Program (MESP) aggregator URL ( https://www.michigan-529.com/aggregator ) was designed specifically for aggregators like Intuit (which Simplifi uses), it doesn't have any two-factor authentication to navigate and the site layout is designed so aggregators can easily download data into their systems.

    In short, it should be relatively quick and easy for Simplifi to add the Michigan Education Savings Program (MESP) aggregator as an available institution. Please get it done!

  • Duke0486
    Duke0486 Member ✭✭

    Workaround to connect Michigan MESP 529 accounts to Simplifi AND avoid multi-factor authentication every time you log into Simplifi:

    As stated by @Dognose above, "CA, GA, OK, MI, WI plus others all seem to share the TIAA 529 platform," so even though the MI 529 isn't available as an institution on Simplifi, my hope was that I could connect my MI 529s through another state that shares the same TIAA 529 platform.

    In short, you can. I successfully connected my MI 529s through the New York 529 aggregator without issue. If you don't want to deal with multi-factor authentication every time you log into Simplifi, you'll need to create aggregator login credentials (which are entirely separate and different from your regular MI 529 login credentials). You do this online through the MI 529 site when logged in with your regular credentials. If you need help creating aggregator login credentials, please call the MI 529 for assistance.

    Steps:

    1. When logged into Simplifi, go to Settings → Accounts → +Account [i.e. the add account button in the upper right corner].
    2. Type "New York 529" into the "Search all financial institutions" field. You'll see two available options: New York 529 College Savings and New York 529 College Savings Program Direct Plan - Non Aggregator.
    3. If you created the separate aggregator login credentials I mentioned above and wish to avoid multi-factor authentication every time you log into Simplifi, select the first institution option: New York 529 College Savings
    4. If you only have your regular MI 529 login credentials and/or don't mind multi-factor authentication every time you log into Simplifi, select the second institution option: New York 529 College Savings Program Direct Plan - Non Aggregator.
    5. Enter the applicable login credentials based on the institution you selected, and you should be good to go!
  • Mike Popiel
    Mike Popiel Member ✭✭

    +1 to have MESP added.

    🇲🇵

  • Duke0486
    Duke0486 Member ✭✭

    Hi @Mike Popiel , not sure if you saw my post above, but there's a workaround to connect Michigan MESP 529 accounts to Simplifi AND avoid multi-factor authentication every time you log into Simplifi. You can connect your MI 529s through the New York 529 aggregator:

    Steps:

    1. When logged into Simplifi, go to Settings → Accounts → +Account [i.e. the add account button in the upper right corner].
    2. Type "New York 529" into the "Search all financial institutions" field. You'll see two available options: New York 529 College Savings and New York 529 College Savings Program Direct Plan - Non Aggregator.
    3. If you created the separate aggregator login credentials I mentioned above and wish to avoid multi-factor authentication every time you log into Simplifi, select the first institution option: New York 529 College Savings
    4. If you only have your regular MI 529 login credentials and/or don't mind multi-factor authentication every time you log into Simplifi, select the second institution option: New York 529 College Savings Program Direct Plan - Non Aggregator.
    5. Enter the applicable login credentials based on the institution you selected, and you should be good to go!

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