Ascensus (myVanguardPlan) support dropped?

SaaS_is_annoying
SaaS_is_annoying Quicken Windows Subscription Member
edited 10:18AM in Download, Add/Update Accounts (Windows)

Anybody know if Ascensus has just dropped Quicken support? For the longest time, they didn't support it at all, then last year joined the 20th century and I was able to get simple mode working for my 401k, but the way it would ask "Are you really you" questions every single time I connected made me remove it from my auto-update-on-start list and I would just manually download every month or two. However, since the Dec 5 pull, it's acting like it connects and doing its thing, but never asks confirmation questions or update my holdings.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @SaaS_is_annoying,

    Are you able to go directly to the financial institution's website and sign in? Are you receiving any error codes or messages? Do you have multiple accounts with Ascensus?

    Please let me know!

    -Quicken Jasmine

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  • SaaS_is_annoying
    SaaS_is_annoying Quicken Windows Subscription Member

    Yes, their website has functioned normally this entire time (that's how I know the balances in Quicken aren't being updated). There are no errors or messages. Apart from not getting asked to prove I'm me every single time Quicken connects to Ascensus, everything about the update process acts as if it's proceeding normally (Waiting > Updating Account > Processing Data > Complete). I've also tried the "Reset account" option a couple times, but that just gave a non-descript "It's our fault, not yours" message, but not a specific CC or OL.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @SaaS_is_annoying,

    Thank you for providing more information!

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Search for Morgan Stanley Cash Management
    9. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    10. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    image.png

    Please let me know how this goes!

    -Quicken Jasmine

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  • SaaS_is_annoying
    SaaS_is_annoying Quicken Windows Subscription Member

    The complete disable and reconnect seems to have fixed it, at least for now.

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