Cannot download from Vangaurd

System

This discussion was created from comments split from: Vanguard account gets a OL-293-A error - Has not been Fixed Yet.

McKay

I'm having the same problem. I cannot download 529 accounts from Vanguard (not a problem on Personal Capital). When will this be resolved?

Quicken Jasmine

Hello @Mckay, 

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Vanguard account(s).

Before I can further assist you, I require some more information. What version of Quicken are you running? You can see this by navigating to Help > About Quicken. What is the connection method with your Vanguard 529 accounts? You can see this by navigating to Tools > Account List. Are you receiving any error codes or messages when performing a One Step Update or an individual account update?

I am looking forward to hearing your response.

Joe45678

I'm having the same issue. Version R41.19. Account List says Direct Connect. It correctly pulls the amount from my cash brokerage account, but it does not pull the 529s. No other errors that I've seen.

Quicken Jasmine

Hello @Joe45678,

Thank you for joining this thread and sharing that you are also experiencing this issue with Vanguard.

First, I suggest creating a test file and adding the Vanguard account(s) to see if it produces the same issue with your 529 account(s) not downloading into Quicken. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response.