Unable to connect to Vanguard - get update password prompt and it fails after new pw put in

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This discussion was created from comments split from:

Quicken Classic for Win - OL-295-A Errors at Vanguard

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  • Quicken Windows Subscription Member

    I tried Jim Harman's process. But that did not fix my problem. No transactions were down loaded. So I restored my backup, but now when I try to update I'm asked to update my account passwork. And when I do it still fails. I'm now completely locked up.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When you followed Jim's process and when you tried to add the login information in your restored backup file, did you try setting up the account using SET UP NOW or by doing ADD ACCOUNT (from the Tools menu or by clicking on the "+" symbol at the top of the Accounts side bar on the left)? SET UP NOW is not working correctly for Vanguard. Only ADD ACCOUNT works correctly.

    If you used Set Up Now, make sure:

    1. All your Vanguard account(s) are deactivated on the Online Services tab of Account Details.
    2. All your Vanguard accounts(s) are set to Complete Tracking on the General tab of Account Details.
    3. Go to ADD ACCOUNT (not Set Up Now) and try setting up your accounts, again.

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

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