One step update not working on Vanguard and Fidelity

rjbeckwith
rjbeckwith Quicken Windows Subscription Member
edited February 27 in Download, Add/Update Accounts (Windows)

One Step Update is not updating debt securities held by Vanguard or Fidelity since 2/19/2025. Stocks and funds are updating daily.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @rjbeckwith,

    Thank you for bringing this to our attention. To investigate further, I’d like to review the logs for any internal errors related to these accounts and financial institutions. Could you please submit a problem report by following these steps?

    1. In Quicken, go to Help > Report a Problem.
    2. Provide a brief description of the issue, including the affected financial institutions (Vanguard and Fidelity) and the missing debt security updates.
    3. Ensure you check the boxes to include log files and contact information so we can analyze the issue effectively.
    4. Submit the report.

    Once submitted, please let me know here so I can follow up. I appreciate your patience while we look into this!

    -Quicken Jasmine

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  • rjbeckwith
    rjbeckwith Quicken Windows Subscription Member

    Explanation with list of debt securities and log files has been submitted

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