Vanguard Direct Connect

Jack

As a result of the absence of the Download for Vanguard accounts (trying to connect to Vanguard accounts via Direct Connect and are getting an OL-293/OL-295-A error), one of my accounts (My wife and I have 5 separate accounts) had been changed to Express Web Connect. I no longer get the above mentioned error(s), the account that was changed to EWC now shows a Simple Tracking Method and cannot be changed. I deactivated the account and re-activated it so it now shows that I am using Direct Connect but the Tracking Method is still set to Simple and unchangeable. Clicking the question for "Why can't I change the Tracking Method?" responds with "Vanguard uses Express Web Connect ("EWC") to connect to Quicken, which means that only the Simple Investing tracking method is available."

If I deactivate the account which allows me to change the Tracking Method to "Complete - Positions and Transactions", when I then re-activate the account, the Tracking Method is changed to Simple and, again, I cannot modify it.

Quicken Classic Deluxe - Q25 - [VanGuard Roth IRA] 5_16_2025 11_53_32 AM.png

Quicken Classic Deluxe - Q25 - [VanGuard Roth IRA] 5_16_2025 11_54_46 AM.png

Jim_Harman

Please follow the steps in the following discussion and let us know if that fixes it for you. The process looks complex but it should only take a few minutes.

https://community.quicken.com/discussion/7962420/vanguard-register-change

Jack

Thank you. Jim Harman. Your steps worked for me also.