CA Scholarshare529 Transactions

[dvn]

Hi,

I'm getting errors when trying to setup CA Scholarshare529 transaction retrieval - "Failed to retrieve portfolio" error message.
Transaction Retrieval broker: ScholarShare College Savings Plan.
Scholarshare529 has an aggregator username/password which I'm using.
Aggregator url: https://www.cascholarshare529.com/aggregator

Do I need to do something different?

Thanks.

[Mark]

Hi dvn,

If you go to their website, login, and look for instructions on how to retrieve transactions with Quicken, what do they say?

[dvn]

Hi Mark,

The website allows to download transactions in a csv file or aggregator login for read-only information to “scrape” data from account screens.
FAQ: https://www.cascholarshare529.com/cadtp ... grfaqs.pdf

I guess I will download the csv file and work to import into fundmanager.

Thanks.