Can't add new account

Robert Berman

If I go to the Accounts bar, click on + or go to Tools dropdown, select "Add Account", I get a list of firms to select from, as always. I need to select Vanguard, but the same things happens with other firms as well. I can select the firm, but then the next window "Add Account" is blank and I never get the login window. I have tried this with two separate Quicken files, same thing. (I used to get the chance to log in to the firm to select the account to download)

( I don't need to add a new account at the moment, but I deactivated my Vanguard account - see OL-295-A issue - but now I can't reactivate it using the recommended "add account" method.)

Win 10 Home, all updated, rebooted several times

Quicken R61.21 build 27.1.61.21

Quicken Anja

Hello @Robert Berman,

We appreciate you letting us know about this issue!

To better assist you, could you please provide the following details?

• Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
• Have you attempted any troubleshooting steps so far? If so, what were they?
• Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
• Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
• When did this issue first start occurring?
• Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?

Additionally, could you please provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Your answers will help us diagnose the issue more effectively.

Looking forward to your response!

Robert Berman

This morning it told me a Quicken update was available. I let it install. Incredibly it is working now. I was even able to update my Vanguard accounts without the usual OL-295-A error coming up even after updating. Let's see how long this lasts….

Quicken Anja

@Robert Berman Thanks for the update! Glad to hear it is working now. 🙂