Vanguard Accounts keep reverting to simple tracking method - SOLVED

Milehigh5280

I have a couple of Vanguard accounts that have recently reverted to the simple tracking method. I've always had them on the complete tracking method. Quicken will not let me change the tracking method until I deactivated the online connections. I then switched to the complete tracking method. But each time I setup online downloads again it reverts to the simple tracking method. Also when I ask Quicken to update my transaction it leaves quicken and goes to the Vanguard website. Does anyone know a fix for this? Thanks.

Quicken Kristina

Hello @Milehigh5280,

Thank you for coming to the Community with this question. Based on your description of the issue, it sounds like your Preferences are set to default to Simple Investing. To change this, navigate to Edit>Preferences>Investments. Uncheck Default to Simple Investing for new accounts, then click OK.

Once you've unselected that option, your Quicken should no longer default to Simple Investing when you add/reconnect your investment accounts.

I hope this helps!

SomeQknDude

Did the OP mark this as solved? Or did the responder. I have the same problem. The solution proffered does not solve the issue. This is not a new account.

After the extended Vanguard inability to download transactions, I deleted and re-enabled "Online Services" for 1 of 5 Vanguard accounts. When I did this, the account was changed to Simple-Positions Only Tracking Method — it cannot be changed. This sounds exactly like the OP's problem.

It is not a "new" account. Regardless, my preferences for new accounts are not set to Simple.

SomeQknDude

FWIW, There is a fix on this thread toward the bottom in a post by @BK;

https://community.quicken.com/discussion/7960659/a-perspective-on-ongoing-quicken-vanguard-issues

[Edited - Fixed Link]

Quicken Kristina

Hello @SomeQknDude,

Thank you for joining the discussion. To answer your question, the OP marked it solved, but since it looked like they were posting a question rather than a solution, I responded with the most likely cause of what they were describing.

Did @BK's post help you resolve the issue you're seeing, or do you still need assistance?

I look forward to your reply!

Jim26@

This is also an issue for me and the proposed fix under "Preferences:Investment" was already set correctly. Ever since Vanguard started working again recently, when I re-establish my connection, it returns to "Simple"

Quicken Kristina

Hello @Jim26@,

Thank you for letting us know you're also seeing this issue. Which connection option are you using when connecting with Vanguard?

Are you making sure to select Direct Connect as the connection type?

If you are connected via Direct Connect and it's still defaulting to Simple, try switching to Complete by navigating to Tools>Account List, click the Edit button next to the problem account, then, on the General tab, click the radio button next to Complete and click OK.

I hope this helps!