Vanguard no longer provides detailed tracking (redux)?

Kevin45

Evidently this happened earlier in 2022 and it seems to be happening again. The earlier thread never did get resolved

Earlier thread; same issue:
https://community.quicken.com/discussion/7905024/vanguard-no-longer-provides-detailed-tracking

Anyone else experiencing this? UGH!!!!

Sijidaegu

I'm experiencing this issue right now as well. I have to change my Vanguard password and now it lost all my detailed tracking

msgchef

just today, yesterday was fine with all transactions reset account and poof no tranasctions allowed NOT GOOD

Quicken Jasmine

Hello @Sijidaegu and @msgchef, 

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

First, I would like to ask if you are connected to Vanguard using Direct Connect? You can see the connection method by navigating to Settings > Downloads > Connection Type. 



I look forward to your response.

Kevin45

Hello, I'm using Quicken Connect. I don't recall making this choice, and when I logged back in to re-establish the connections I don't recall the connection type being an option. Note that I tried to switch from "Vanguard" to "Vanguard - Personal Investors" but it was also limited (didn't offer the detailed view) so I bailed. Thank you.

Kevin45

Also, Jasmine, you reached out to @Sijidaegu and @msgchef (which is great!), but I posed the original question / concern / panic ;-)

Also one of my Vanguard accounts isn't connecting at all, so I have no data and my portfolio values are incorrect as a result. It appears to be configured for connectivity like the rest.

Quicken Jasmine

Hello @Kevin45, 

I do apologize for the confusion. 

Would you mind checking which connection method you are currently connected to with Vanguard? You can see this by navigating to Settings > Downloads > Connection Type. 

Please let me know!

Kevin45

Hi Jasmine, no worries whatsoever. Thanks for your help. I already answered your query in an earlier reply. Please scroll up a bit. Thanks again!

Kevin45

This issue is NOT resolved. Pinging the thread to get attention. Thank you. Evidently this is happening with other institutions after reviewing the discussion forum.

jcrubino

[Removed - Off Topic]

Quicken Jasmine

Hello @Kevin45, 

Thank you for providing more information and for your patience. 

First, I suggest connecting to your Vanguard account(s) using Direct Connect. First, you will want to disconnect all of your vanguard accounts and then reconnect them using the add account (+) button. You can disconnect the accounts by navigating to Settings > Downloads > Disconnect Account. It is recommended to save a backup before proceeding (just in case). You can change the connection method by navigating to Advanced in the bottom right-hand corner and then selecting Direct Connect. 





Please let me know how this goes!

Kevin45

Hi Jasmine, I switched to a direct connection (which is what I thought I had in the first place), and my detailed transactions were recovered. However, I have a number of odd added transactions that didn't really occur, so now I need to go through each account to track the nature of the problem. Something def happened on your side, but I'm working to clean it up. Hopefully I won't be switched from Direct again.... Thanks for the recommendation

Quicken Jasmine

Hello @Kevin45, 

Thanks for updating us. 

I am happy to hear that we were able to reach a resolution and that your detailed transactions have been restored. 

Please do not hesitate to reach out with any further questions or concerns.