Is Vanguard OL-295-A and Error 16503 due to the 2/20/2025 phaseout of a proprietary protocol?

jacobs

@heimbig I don't think you should need to restore from a backup that's month old. On the Mac side, and I think this is the same for Windows, you need to connect to "Vanguard" and not "Vanguard — Personal Investors". The former offers Direct Connect while the latter does not.

I don't know the exact terminology Quicken Windows uses. I'm saying you need to go to the account settings and remove the setting for it to download transactions. In Quicken Mac, that button is called is "Disconnect Account" and "Connect Account".

heimbig

seems to work - but it still uses web connect and downloads and uses "positions and Transactions" EXCEPT 1 of 5 investment accounts - it does positions only.

jacobs

@heimbig Did you disconnect ALL your Vanguard accounts from downloading, then reconnect them? If so, you may need to reach out to Quicken Support, as I have no other insight or suggestions about why four of your accounts are using Direct Connect and one is apparently using EWC/EWC+.

Boatnmaniac

https://community.quicken.com/discussion/comment/20482220#Comment_20482220

To confirm: Disconnect/Reconnect is QMac terminology that is the equivalent in QWin of Deactivate/Reactivate. (You are posting in a QMac thread so the terminology used in many of the posts will be more applicable to QMac than to QWin.)

Also, yes, please do make sure that you have deactivated ALL of your Vanguard accounts before you attempt to reactivate Vanguard as recommended by @jacobs.

Then, BEFORE reactivating (but after deactivating), for each Vanguard account: Go to the General tab of Account Details and make sure "Complete Tracking" (transactions details) is selected and then click on OK. (Simply getting DC set up, again, will not make this tracking method change for you.)

When you are ready to reactivate:

• DO NOT USE Set Up Now. Set Up Now will default to the EWC+ connection method and will switch the accounts back to Simple Tracking (which shows positions and values but not transactions).
• DO USE Add Account (in the Tools menu) or the "+" symbol at the top of the Account bar on the left side of the screen. This will default to the DC connection method which supports Complete Tracking.

heimbig

https://community.quicken.com/discussion/comment/20482251#Comment_20482251

that worked! thanks much - didn't' notice I was on "quicken for MAC"