Difficulty connecting new account - Vanguard

GermanBlueRam

I am a longtime Quicken user (running version R61.17 on Windows), and I am currently downloading successfully with several financial institutions, including the brokers Fidelity, Schwab, and Wells Fargo Advisors, using the appropriate methods for each.

On February 13, I established a new account with Vanguard (I eventually want to shutter the one with Schwab) and I can log on to my account at the Vanguard website (https://investor.vanguard.com/ ) without difficulty.

This morning (February 15) I attempted to set up and connect the new account using the "Add Account" menu item in Quicken. I got this error message, which confuses me, as I already have logon credentials for the Vanguard website. Is there a typically a delay for the connection to work? Anything else (e.g., another step) that I could be missing? The "Sign Up Now" link in Quicken just takes me to the general Vanguard website.

GermanBlueRam

I just realized that I cannot access my newly established account using the iOS app. Apparently I am not fully onboarded somehow - I will call Vanguard next week.

Quicken Kristina

Thank you for the follow-up @GermanBlueRam,

If the issue persists after you get the online access with Vanguard straightened out, please let us know so we can help troubleshoot.

Please feel free to reach out if you need assistance!