Not able to connect to Vanguard on any of my accounts. I see a pinned post referomg to Quicken for Mac, but this seems to be occuring on PC as well. On latest version of Quicken (R61.20). Issue started today (2/20/25).
Hello All,
This is now considered a known issue, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates and information.
We apologize for any inconvenience in the meantime! Thank you.
Vanguard has blocked all direct connect connections while they fix an issue with it. This affects all financial softwares that use Direct Connect to download transactions. See this Alert: UPDATE 2/25/25 Vanguard OL-295-A and Error 16503.
In addition, you might want to read through and bookmark this discussion thread on regarding this issue: Re: Quicken Classic for Win - OL-295-A Errors at Vanguard.
There is a way you can download transactions: Use the Web Connect method. WC is where you log into your online account and then manually download and import your transactions from there. There are a few posts in that thread confirming that this works and some of them provide some tips on how to successfully use WC with Vanguard.
Does this answer your question?
I think others have said you need deactivate your Vanguard account(s) and then do Add Account selecting direct connect as the connection option. To do this, type in Vanguard in Add Account. Then click on Advanced Options…NOT on Next.
Then click on Direct Connect and then on Next. Follow the prompts to complete the setup of DC, making sure to Link the downloaded data to the correct Vanguard account(s) already in Quicken.
[revised 3/27]
Here is a summary of the steps needed to reconnect your Vanguard accounts.. Some of these steps may not be necessary in every case, but I want to cover as many bases as possible.
If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.
Please let us know if this works for you.
[Removed - Off Topic/Political]
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Boatmaniac:
I used 1 month date range. I know there were transactions during that timeframe.
I downloaded from the Vanguard site to my computer as they suggested. Opened it. Some of the transactions downloaded, but not all.
Fidelity is looking better and better.
PLEASE to all parties, let's not make this political.
@Borerta is there a pattern to the transactions that did not download? For instance Buys or Sells in the past couple of days? Are the problem transactions listed in the Activity section on the Vanguard website? Sometimes it takes a couple of days for transactions to clear.
I've heard Vanguard has acknowledged there was a change and they've offered a non-web connect download "solution". I've never heard anyone relate that Vanguard had a target for a fix and I've never heard them "stated multiple times they will fix it". I've been through this scenario prior with two other credit cards that dropped compatibility with Quicken downloads to "improve security". Same behavior—they offered bulk transaction downloads as a "solution" but not a method that cleanly integrated with Quicken. As a result, I have gone the last few years without using transaction download in those accounts.
Don't get me wrong, I hope I'm mistaken and surprised…
The message I received from Vanguard. Nothing that we don't already know.
Our team is actively working to restore the direct download of transaction history into third-party portfolio management software, including Quicken. We do not currently have a time horizon for the fix. I am sorry for the inconvenience. In the meantime, we encourage you to use the following workaround to download your transaction history from vanguard.com:
1. Log into your account on vanguard.com.
2. Navigate to the "Download center" in the "Activity" tab.
3. Select "Download" to get a copy of the file.
4. You can then upload the file to your third-party software.
The OFX download as the temporary fix for the Vanguard problem (known issue) does not work. It does NOT update price history.
I've heard Vanguard has acknowledged there was a change and they've offered a non-web connect download "solution". I've never heard anyone relate that Vanguard had a target for a fix and I've never heard them "stated multiple times they will fix it".
There are quite a few posts in this thread stating that Vanguard is working to restore DC (Direct Connect) downloads….including specific quotations from Vanguard.
Also, there is at least one picture posted showing a Quicken popup that at least some Vanguard customers are getting stating the same thing.
In addition, the posted Alert for this issue pretty clearly states that Vanguard is aware of the issue and is working to resolve it: ONGOING 2/28/25 Vanguard OL-295-A and Error 16503.
I am not sure what you mean by a "non-web connect download 'solution'. Vanguard supports WC (Web Connect) which is a manual download and import connection process….an official and legitimate Quicken connection method. How much transactions data is downloaded is something most financial institutions (included Vanguard) lets the user define. It can be as little as 1 day or it can be for many months.
Scroll though this thread and other threads related to this DC (Direct Connect) download issue and you will be able to confirm this.
I've been through this scenario prior with two other credit cards that dropped compatibility with Quicken downloads to "improve security". Same behavior—they offered bulk transaction downloads as a "solution" but not a method that cleanly integrated with Quicken. As a result, I have gone the last few years without using transaction download in those accounts.
Yes, some financial institutions have eliminated some connection methods when EWC+ (Express Web Connect+…i.e., that improved connection method) has been implemented. But it varies by financial institution as to which changes to the other connection methods have been made when EWC+ is cut in. When EWC+ is cut in EWC (Express Web Connect) will always be eliminated. Some have also eliminated DC and WC but many others have retained DC and/or WC. For instance, Fidelity now supports EWC+ but they also still support DC. PNC Bank and US Bank have cut in EWC+ but they still support both DC and WC. When Schwab cut in EWC+ they eliminated support for DC. So, there is no blanket statement that can be made about what a financial institution will continue to support or will no longer support when EWC+ is cut in.
Regarding the EWC+ situation with your "two other credit cards": Off the top of my head, I cannot think of any credit cards that have eliminated all downloading of transactions and reverted to only "bulk transaction downloads" (I am assuming you are referring to the WC method). You might want to start a new thread regarding these two credit cards asking what download method(s) others are using and what their experience with it has been like. Maybe you will get enough information and insight into the options for those specific credit cards that will make you feel comfortable with using EWC+ and/or WC for downloading transactions, again.
I don't think Vanguard price history comes Vanguard. I thought that was a separate part of the download. I have the same error of not being able to get transactions from Vanguard, but my prices are in fact updated as of last night.
OFX download worked only once for me and even then, was inaccurate. When I went back and tried again (and again) using different date ranges, I only received an empty file in which quicken reported "no new transactions". Examination of the raw OFX file confirmed it contained no transaction information. Vanguard is apparently not supporting any quicken download method at this time.
I have 3 Vanguard accounts and have been downloading transactions manually since 3/2/25. The download instructions from Vanguard work well and one download contains the transactions for all 3 accounts. When I imported the transactions they were correct and went to the correct accounts.
It was important to make sure you provide the from/to dates of the transactions you want in order to avoid duplicates. I just kept a text log of the dates I've used for each download.
I did not lose the Vanguard accounts in the OSU list. FYI.
This has gone quiet, but the problem is still going on. Is this actually being worked on?
Quiet? Are you reading the many the posts that have been made in this thread over just the last 2 days?
Today's response from Vanguard….
"Thank you for taking the time to email us about issues with Quicken. I apologize for any inconvenience. The issue you are currently experiencing is being addressed by our technicians. I appreciate your patience as we work to resolve this matter."
Vanguard's technicians are apparently the slowest technicians on the plant earth…………….
The OFX workaround listed earlier worked fine for me … at least until Vanguard fixes the problem. A little inconvenient, but, liveable for now.
Vanguard just now downloaded fine for me via OSU. VG wasn't downloading for several days previously. I reset my PC and reinstalled Quicken… I don't know if that's what fixed VG or if VG has fixed the issue on their end.
Is Vanguard now downloading via OSU for anyone else?
Seems like it worked here too, without an error message! :) !!!!!
I can also confirm that Vanguard just worked for me as well with no errors.
Vanguard downloaded for me this afternoon as well.
Still showing as a Direct Connect connection. Newly downloaded transactions (this OSU) matched as necessary with previous manual and QFX imported transactions already in my Quicken file.
Was able to get Vanguard-Quicken OSU working for me just now, with NO repeating of any transactions that were downloaded over the last 2 weeks using the workaround method.
My mistake, had a filter in.
Not quite there yet for me. I was downloading manually and tried to add the 'improved connection'. Was able to connect, but it switched my a account to a simple investing account. I need complete, so I undid it.
Vanguard connection is working again…
Ditto success with one step update!
Same here. Curious, did OSU double up on transactions that were downloaded already during the outage using the alternative method described in earlier posts?
Deleted.
Maybe I need a clarification. I've deactivated the account and tried to relink link it 3x. I don't want to add a new account, I want to use the one that has 15 years of data in it and just relink it. The properties of the account clearly state 'complete' is not supported and it switches the account to 'simple' after connecting.
