Vanguard downloads
I've been having the same problem since last week. I spoke to someone at Vanguard who didn't know much burt said she'd pass on what I told her.
Vanguard should have told of this in advance, Quicken, too!
Comments
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Hello @RS9,
Thank you for letting us know you're encountering an issue with Vanguard downloads. So we can help troubleshoot this, please provide more information. What exactly is happening? Are you seeing any error messages/codes? If not, what behavior are you seeing?
I look forward to your response!
Quicken Kristina
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@Quicken Kristina There are at least 6 active threads for Quicken Mac (I don't follow Windows topics) about Vanguard connectivity issues since Vanguard dsabled access on Februayr 20, and there is a Quicken Alert about this issue. So just for clarity, are you really seeking to have Vanguard customers reports details of their connectivity issues when this appears to be well known at Quicken and at Vanguard? Can't some or all of these user threads be merged, as they all describe the same situation?
Quicken Mac Subscription • Quicken user since 19930 -
Thank you for your reply @jacobs,
Thanks for the heads up. I typically ask for details first to confirm that they are encountering the same issue, before merging with the main thread in order to reduce the odds of other issues being missed while a larger issue is ongoing. I merged some of the related threads to reduce the clutter.
Thank you!
Quicken Kristina
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Quicken - looking for a solution not workarounds. Like many others on this forum and that use your product, I rely on quicken to download the transactions. As a product company I seriously hope you can on behalf of your customers resolve this issue with Vanguard.
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My solution was to open an account at Fidelity and transfer my assets out of Vanguard. It took less time than my call to Vanguard trying to get tech support.
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I started researching offerings from Fidelity and Schwab. I would not have done so if this connection issue had been resolved quickly. And if Vanguard didn't act like they don't value their Quicken clients. In my opinion, if they had a sense of urgency about this they would have had an "all hands on deck" approach to resolve this quickly. However, now that I am researching Fidelity and Schwab, I am learning they have more to offer than Vanguard which would facilitate consolidating banking, HSA accounts, and credit cards in one place. I am seriously tempted and have scheduled a meeting with them to discuss further.
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We need to inundate their customer service with emails stating our dissatisfaction with this prolonged outage. I have been emailing them every day that this goes unresolved. Numbers matter. Drop a line to them with examples like "When will this be fixed?" "Why is this taking so long," "Your poor customer service is alarming."
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I contacted their (Vanguard's) support via a chat window yesterday, and informed them that I intend to close my account if the Direct Connect problem is not resolved by the end of the month. The support person gave no new information, just that they do not know when it will be resolved. I really wonder if they intend to fix this at all. I currently do not have a large balance with them, but had intended to add. That may change now.
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They fixed it. Its working - yeh!!!
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It works for me too but now I have a new problem. I have a few Vanguard accounts that share a login (Traditional IRA, Roth IRA, and a non-tax advantaged ordinary brokerage account). While the issue persisted for a few weeks I disconnected online services for one of the accounts and downloaded QFX files to keep it updated. Now that the other accounts are downloading again I re-added the disconnected account to Direct Connect and it is forcing me into the "Simple" tracking method when I do so. I've disconnected, switched back to "Complete" and connected again and every time it forces it back into "Simple". Any thoughts, suggestions, or fixes? Below is what happens to it after I connect it.
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Download problem that started around February 20. 2025 appears to be FIXED. All my accounts download properly this morning with Direct Connect.
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I have a major issue that is similar with Vanguard downloads (Running Quicken Classic Version 8.0.1 via Mac OS 15.3.1) none of my historical transactions for my employer 401k thru Vanguard are viewable anymore (greyed out link for transaction on the Holdings window -see below) - and though the transactions bar on the left margin in quicken does shows my full balance, the holdings box shows my account balance as zero:
Additionally, in the "Security Details" section, the account keep inserting gibberish at the end of the Security name and likewise in the ticker symbol box, and most importantly, it changes the type of account of from Mutual Fund to "Other" with each new update and changes the Asset Class every day from Large Cap to "unclassified". I also have exactly 1 day's price history, because every day I seem to have a new account downloaded with different gibberish at the end of the Security name and no account history I can access.
This is a total mess! I hope (pray) that my historical account transactions are not lost forever!
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@Newsboy1410 Your historical transactions should be intact. You need to disconnect your Vanguard account(s) and then set them up for downloading again, making your you're selecting the instance of Vanguard which supports Direct Connect. Then you can set the investment tracking to Detail, and all your previous transactions will be there; you will likely have to delete some Add/Remove Shares transactions which Quicken added while you were in Simple Tracking mode.
I have no insight into the strange security names and symbols. Is it possible for you to revert to a backup from just before Vanguard went south, and then move forward again if that restored backup seems okay? You might need to re-enter some transactions from the past couple weeks, but at least your data will be intact.
Quicken Mac Subscription • Quicken user since 19931 -
Hello @sol65,
You posted in a Quicken for Mac thread, but your screenshot looks like Quicken for Windows.
Assuming you're using Quicken for Windows, you most likely got switched to Express Web Connect+, which is why you would not see the option to switch to Complete.
To correct this, first navigate to Edit>Preferences>Investments and make sure the option to default to Simple investing is turned off.
Then, backup your Quicken file, deactivate the problem accounts, go to Tools>Add Account, search for Vanguard, and select advanced options.
It should default to Direct Connect, but check to make sure Direct Connect is selected, then follow the prompts.
Make sure to carefully link your account(s) to the correct nickname in Quicken.
That should get your account(s) reconnected via Direct Connect.
Please let me know how it goes!
Quicken Kristina
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