Vanguard Transaction Download on Mac

Regina@
Regina@ Member ✭✭✭
in Errors and Troubleshooting (Mac)
I changed my Vanguard password.  I am able to login from all devices (online and apps) and Quicken Windows connects and downloads, but Mac will not connect/download.  Anyone else having this issue and know of a fix?

Answers

  • jxwinks
    jxwinks Quicken Mac Subscription Member, Mac Beta Beta
    I, too, have lost access to Vanguard via Quicken for Mac. I've reported it 3 times but have not seen any response.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Regina@ & @jxwinks,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    To start with, I suggest disconnecting the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reconnecting the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
    1. Go to the Accounts menu and choose Hide and Show Accounts
    2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
    After that, please follow the troubleshooting instructions below.
    1. Open the account register and navigate to the Settings gear on the bottom-right corner
    2. Click on the Downloads tab
    3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
    4. Quit Quicken
    5. Open Finder and navigate to Applications > Utilities > Keychain Access app
    6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
    7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
    8. Quit the Keychain Access app and reopen Quicken
    9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
    10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
    11. Wait for the list to finish updating and the " Updated: " section displays the current date.
    12. Click the Show List button to continue
    13. Use the search field at the top of the list to find and select your financial institution and click Continue
    14. Follow the prompts to sign in using your login credentials associated with the financial institution
    15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
    I hope this helps!

    -Quicken Anja
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  • callicks
    callicks Quicken Windows 2017 Member ✭✭
    I too could not get Quicken to reconnect after resetting a password at Vanguard. What I found was when you start the connection process select "Direct connect" from the menu vice the one labeled Quicken connect. The other issue I noted was the account numbers didn't match then I remembered Vanguard changed their numbering system 15-20 years ago so you have to use the old account number if the account has existed for that long. After doing this I just matched up the accounts to the numbers (some old, some new) as you normally do when resetting quicken connections
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