Vanguard accounts transferred to Ascensus - When will downloaded updates from Ascensus be available

DSK55

Hello Quicken:

Vanguard has transferred administration of certain of its retirement plans to Ascensus, effective today. When will we be able to update our new Ascensus accounts in Quicken?

Thank you.

dr_data

I have the same issue. The "Ascensus - RPLink" Financial Institution will not connect to my new Quicken Account.

Thanks for looking into this.

Quicken Jasmine

Hello @DSK55 and @dr_data,

I suggest reaching out to Vanguard directly regarding these issues. If they have made changes, they will need to contact Quicken directly to remedy any changes and update further information. It is recommended to request to speak to a tier 2 agent or a supervisor as they are generally more familiar with third-party applications.

I hope this clears things up!

DSK55

Thank you Quicken Jasmine for you fast response, but Vanguard no longer holds the account. They are held by Ascensus. Should there be some communication between Quicken and Ascensus to establish downloading of account data to Quicken from Ascensus for these newly transferred accounts?

Thank you.

Chris_QPW

What errors are you getting when trying to add the account?

I see two entries for Ascensus. You might want to try the other one:

66696 66696 66696 Ascensus - RPLink https://www.ascensus.com/ N/A https://www.ascensus.com/ ACTIVE ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECT NOT_QBP NA
07886 07886 07886 Ascensus version of Vanguard Plans https://www.ascensus.com/ 973.758.1981 https://api.ascensus.com/rplink/logon.cfm ACTIVE ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECT NOT_QBP NA

Quicken Jasmine

Hello @DSK55,

Thank you for providing more information.

Have you attempted to connect to both Ascensus instances as recommended by @Chris_QPW?

Let me know! Thanks!

DSK55

Yes, Jasmine, I have tried both Ascensus instances, without success. Thank you for following up.

mtbdog

Same problem. Quicken can't connect to Ascensus - RPLink.

"Sorry. We encountered an error (It's not your fault."

bobkusal

Same for me, I called Ascensus and Jess in icase service said that they don't support quicken for windows. First he said I need to reach out to quicken. I pressed him to transfer to me to his tech team but he did not who that would be. If the link is there in Quicken for the Asensus then it should work! Can someone from Quicken reach out to Ascensus at 888 652 *8086.

krwessel

I called Ascensus. The person I talked to said Ascensus did not work with Quicken. While reviewing how to move funds to another provider that did work with Quicken, I asked her if she knew what Quicken was. She said no, she had never heard of it.

JohnT2024

Same issue. Ascensus was no help. I tried all available links.

ahimat

Same issue here. Tried 3 types of login when setting up Ascensus as a new account in Quicken and none of them worked. Ascensus should be responsible for setting this up with Quicken before the transfer.

dr_data

The URL that shows up for me when logging in to this new account is: https://myaccount.ascensus.com/rplink/account/login which is different than the two shown above. I don't know how all of this work, but perhaps an FI update is needed?

Louis Block

In the same boat today. Vanguard has transferred my 401k funds to Ascensus. I have created new Employer and Employee accounts through the Ascensus website, and am able to see my balance there. I am unable to add the new account to Quicken.

Ascensus version of Vanguard Plans
"Care Code: FDP-105
Details:
FI_WEBSITE_UNAVAILABLE
URL. This Web site is temporarily unavailable. Please check back shortly."

Ascensus - RFLink
"Please try again later.Care Code: FDP-105
Details:
FI_WEBSITE_UNAVAILABLE
URL. This Web site is temporarily unavailable. Please check back shortly."

FuturePlan by Ascensus
"FuturePlan by Ascensus is denying access to your account.
Please visit the FuturePlan by Ascensus web site to see what’s going on.
Care Code: FDP-155"

Vanguard Ascensus Retirement
"Please try again later.
Care Code: FDP-105
Details:
FI_WEBSITE_UNAVAILABLE
URL. This Web site is temporarily unavailable. Please check back shortly."

Louis Block

Please disregard my last comment. I tried again today using my new employee credentials (same as yesterday) and the RFLink option, and it connected successfully.
I suspect that Ascensus was just a little slow adding the new account.

DSK55

I also tried again today and it now appears to be working. Thank you everyone.

riv101

I've been able to connect using the RFLink option, but it only allows "Simple Investing" not "Complete Investing". So it only tracks current balances and holdings, but does not download transactions (dividends, transfers, etc.). Has anyone else been able to download transactions?

DSK55

Only "simple investing" was available for me too.

rcarpe2074

still wont work for me