Why are transactions from my Vanguard accounts no longer loading into Quicken?

dlochner
dlochner Quicken Mac Subscription Member

Quicken Mac 7.8.2

A few weeks ago Quicken stopped connecting to my Vanguard accounts. When I tried to reestablish the connection I am not able to download the transactions, just the portfolio. This is not acceptable. Between my wife and I we have 6 Vanguard accounts, manually downloading information is not viable. How can I connect to Vanguard and automatically download the transactions?

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Maybe the last post in the thread this link will take you to will be of help?:

    Quicken Classic Premier (US) Subscription: R61.16 on Windows 11 Home

  • BemidjiPaul
    BemidjiPaul Quicken Windows Subscription Member ✭✭

    I am having the same problem with one of my six Vanguard accounts. The other five download transactions; one gives me an OL-304 error code. Grrr!!

  • AlexisoftheShire
    AlexisoftheShire Quicken Windows Subscription Member ✭✭✭

    I'm on Windows 11 with the latest Quicken Classic Premiere R58.9. I have 2 Vanguard brokerage accounts. One is a traditional IRA and the other is a regular investment account. I use direct connect to Vanguard and download transactions every day. Haven't had any problems. Just an FYI to let you know some accounts are working. Wish I could help but don't know how other than the standard things I do like deactivate/reactivate the account or wait until the problem goes away, neither of which is may solve the problem.

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