Vanguard / Fidelity Download Conflict

RYoule80439

I have accounts at the following financial institutions: Schwab, Vanguard, Fidelity, Columbia Threadneedle, and Citi. I have used Quicken for over 20 years.

Everything was working fine until December, when my Schwab accounts would no longer download. Two weeks and approximately 20 hours of effort later, I got the Schwab accounts to work again. But that caused a conflict with my other financial institutions (except Citi).

After additional hours of experimentation over the past ten days, I can get Schwab to download along with Columbia, Vanguard and Citi. But when I reactivate the Fidelity accounts to download, I get errors with Vanguard and Columbia.

I have tried every possible iteration of online account activation and deactivation, but there seems to be one constant. When the Schwab and Vanguard accounts are activated, adding the Fidelity accounts causes download errors for the Vanguard and Columbia accounts.

Has anyone else experienced this or something similar?

mrpatt47

I'm also having the same problem downloading transactions from Vanguard and Fidelity. I have the latest updated release R 37.66 so that patch did not solve the problem. I've been using Quicken over 20 years and have never had such problems. When will Quicken solve this problem.

RYoule80439

Are you also downloading from Schwab and, if so, did your Vanguard/Fidelity problem occur after you reactivated online access at Schwab?

mrpatt47

No, I don't have an account with Schwab.

Chris_QPW

At no time have either of you stated what the error is.  With an error code then maybe one can start to suggest what is going on.

RYoule80439

“Current Status” of Quicken file online access (all downloading correctly): Schwab (3 accounts downloading via Express Web Connect+); Citi (two credit card accounts downloading via Direct Connect); Columbia Threadneedle (1 account downloading via Direct Connect); Vanguard (3 accounts downloading via Direct Connect). Online access for Fidelity accounts (2) is deactivated.

From Current Status, reactivating Fidelity downloads (via Direct Connect) leads to the following results from a One Step Update: Schwab OK; Citi OK; Fidelity OK. However, downloads from Columbia and Vanguard are disrupted. Error codes for both Columbia and Vanguard are OL-362-A, with the statement: “Your financial statement has downloaded data for an account that does not exist in your Quicken data file.”

Chris_QPW

OK, there are other causes of OL-362-A, but I would start with this:
https://community.quicken.com/discussion/7899919/sequence-causes-ol-362-a-errors

RYoule80439

That solved the problem; thanks for the tip!

Chris_QPW

RYoule80439 said:

That solved the problem; thanks for the tip!

Thanks for letting me know.  This sequence is a real problem because as soon as someone starts to try to fix things by deactivating/reactivating, they just cycle through the same problem without realizing that what has triggered this bug.