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Are there still connection issues with Vanguard

QwikOne

As with other people, I experienced the connection issue with Vanguard for a while months back. However, now I get a message in the update progress window before the update has finished that just says 'An error has occurred ……' and there is the red circle instead of the green circle ahead of the statement. When looking at the accounts on the Vanguard site they do match what is reported by quicken. So what is causing the error message?

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Comments

smbschrader

I have one Vanguard brokerage account for which no transactions have downloaded since 05/28. I had several transactions take place in that Vanguard account on 05/30, none of which have downloaded to Quicken. Two of them are simple dividend reinvestment transactions.

In another Vanguard account, the dividend reinvestment transaction for 5/30 for one of the same funds downloaded just fine.

All of my transactions for 5/30 in both accounts are shown as completed on the Vanguard web site.

When I added the 3 transactions manually to the problem brokerage account in Quicken, the share balances are correct, the current prices are correct, and the account balance matches the Vanguard website perfectly. But I can't reconcile the three transactions which were added manually because the cleared balance in Quicken doesn't include those transactions.

I'm using the latest build of Quicken for Windows, R62.16, build 27.1.62.16.

Why do those three transactions from 5/30 not download to my Vanguard brokage account register in Quicken?

Jim_Harman

You say no transactions were downloaded in this account since 5/28.

Were transactions successfully downloaded via One Step Update on 5/28, or was it an earlier date or a different download method?

Please try again; some of my Vanguard transactions for 5/30 did not download yesterday evening but downloaded this morning at about 8:30 Eastern time.

smbschrader

Yes, transactions were successfully downloaded via One Step Update on 5/28. There was only one transaction that day in the brokerage account in question, a Buy. I generally do a One Step Update daily when the market is open.

Absolutely nothing has changed with my Quicken setup; same download method as ever.

I just tried One Step Update again. Those three transactions from 5/30 have still not downloaded, even though it's Tuesday now, and almost 3pm Eastern Time (I'm on the West Coast). This is very odd because two of those transactions are simple dividend reinvestment transactions for Vanguard MMFs.

Quicken Jasmine

Hello @QwikOne,

Thanks for reaching out!

To clarify, you are receiving the error and seeing the red circle, however, are still having successful and complete downloads with the mentioned Vanguard account(s)?

If you don’t mind, could you please provide a screenshot of the error message you described receiving? 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. Please remember to redact any personal information as needed.

Let me know!

Gene Kremer

I have several Vanguard accounts and been downloading transactions for a very long time (years). A few months ago transactions for one of the accounts stopped downloading. The problem is Q no longer lets me input the password. When I select Update Transactions, instead of the password input box Q presents the Fill Passwords button. Note, this account password is not vaulted and has never been.

Transactions for all other Vanguard accounts download with no issues.

Was hoping the issue would go away but it has persisted. I tried to reset the account but that did not resolve the problem.

Any idea of what this might be and how to fix it?

Thank you,

Gene

rnoia

I saw this as well and attempted to fix by resetting the account - nope. I turned off online and re-created the connection (entering username and password), and was presented with a now up-to-date account balance - but only with Simple mode. It says "this acccount only supports simple mode" - ie. balances/positions and no transaction downloads. So it looks like I'm going to be doing manual downloading from now on - which honestly, isn't that different because every month the downloading stops working anyway and I've had to manually download.

smbschrader

It's now well into early Wednesday morning, Eastern time. I've tried One Step Update again, and again no transactions have downloaded into the Vanguard brokerage account with the three outstanding transactions from 5/30, which was Friday.

Has anyone else experienced Vanguard not downloading transactions lately?

Quicken Jasmine

Hello everyone,

Thank you for taking the time to visit the Community and report this issue. We’re sorry to hear that you’re experiencing difficulties.

We’ve escalated this matter to the appropriate teams for further investigation. In the meantime, we kindly ask that you go to Help > Report a Problem in Quicken and submit a report including log files, a sanitized data file, and screenshots (if available). This information is incredibly helpful in aiding our investigation.

Please note that while you won’t receive a direct response from this submission, each report plays a crucial role in helping our team identify and resolve the issue. The more reports we receive, the faster we can work toward a solution.

Please let us know once you have done so! Thank you again for your cooperation.

smbschrader

https://community.quicken.com/discussion/comment/20493494#Comment_20493494

There is no error message at all. The transactions just do not download in that one Vanguard account. It's been six days now since the transactions from 5/30 were completed on the Vanguard website. My other accounts are downloading normally,

smbschrader

https://community.quicken.com/discussion/comment/20493617#Comment_20493617

How does one sanitize a data file? I don't want to turn over account numbers and passwords and so on to people I don't know. I have accounts in there going back well over a decade and a half.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20493692#Comment_20493692

Thanks for providing more information.

You can sanitize your data file by navigating to Help > Sanitize File. You can also navigate to Help > Report a Problem. Then, click the "Sanitized data file" button, and Quicken will automatically sanitize your file and add it to the report.

I hope this helps!

smbschrader

I still have one Vanguard account that does not get any downloaded transactions. The other Vanguard accounts do. There is no error message. The quotes are all updated. But there are three transactions from the end of May that never downloaded to Quicken.

bruceew

I had no issue with downloads of my Vanguard retirement account until the latest download. Now, it will not connect despite taking me directly to the Vanguard site for verification. The digital code is sent to quicken but not accepted, resulting in error code FDP 350. Would appreciate guidance on a fix.

JB20

Ditto to Bruce. I had now issues connecting to my Vanguard brokerage account until this morning. The Quicken error message instructs me to re-authorize Quicken access, when I try to do that from Quicken I get the following error message in the Vanguard website: "An error occurred while the digital token access was being processed. Please try again"

bcvesq

I have the exact same issue as JB20. I get the "An error occurred while the digital token access was being processed." when trying to reauthorize.

Taran

Exact same issue here just started this morning.

Quicken Anja

Hello All,

Thanks so much for reporting your experience when trying to reauthorize your Vanguard accounts.

To help us further investigate this issue, could those of you encountering an error on the Vanguard site please share a screenshot of the message you’re seeing? Just make sure to omit or blur any personal details before uploading.

If needed, please refer to this Community FAQ for instructions on attaching a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

bcvesq

This is the error message I get when trying to reauthorize

Quicken Jasmine

https://community.quicken.com/discussion/comment/20494560#Comment_20494560

Thank you for sharing!

RobertBetka

Over the last few months I have had to repeatedly reauthorize Vanguard account downloads. Now Quicken tells me that Vanguard does not allow transaction level downloads. However I have been downloading Vanguard transaction level detail for at least 15 years. What is the problem?

Claudio Brasca

I get the same exact issue. When I try to connect to Vanguard, I am successful at authenticating but I am forced to switch to Simple Mode. That is simply not good enough for my use. I am going to continue to be forced to download transactions manually exporting Quicken files from Vanguard.com until this issue is resolved. Please advise…

https://community.quicken.com/discussion/comment/20493533#Comment_20493533

Jim_Harman

For those who are being forced to use Simple mode or are finding that their accounts appear to be connected but transactions are not downloading, I suggest that you follow these steps.

Back up your data file in case something goes wrong.
Go to Edit > Preferences > Investments and make sure the "Default to Simple investing for new accounts" box is not checked.
Go to Edit > Preferences > Downloaded transactions and un-check the "Automatically add to investment transaction lists" box if it is not already un-checked. This will give you a chance to review any new transactions to make sure there are no duplicates and the transactions are going to the correct accounts.
Go to each problem account, click on the gear at the top right and select Edit account details. Make a note of the account name and the Vanguard account number.
For accounts that have been connected since before 2009, when Vanguard converted to their current brokerage platform, you may see old “Pershing” account numbers, which begin with 2 digits and a V rather than the current 8 digit numbers. If you downloaded transactions using Web Connect (QFX) during the outage, your account numbers may have been changed to the new numbers. You will need to use the old numbers when re-linking the accounts. If in doubt, open a backup from before the outage, record the correct account numbers, and then return to your working file. You are only using the backup to see what account numbers Quicken was using for Direct Connect before the outage.
Now for each problem account, click on the gear at the top right, select Edit account details, and then the Online Services tab. If it says the account is set up for transaction download, click on Deactivate. Do not click on “Set up now” after deactivating, you must go through the following steps.
Go to the General tab and now you should be able to select Complete mode. Select that.
Go to Tools > Add Account. This should open the Add account window. Don't worry, you will not be adding any accounts, you will be linking your current Vanguard accounts in Quicken to the corresponding online accounts.
Enter Vanguard and you should see the Vanguard logo on the right.
Below the logo, click on Advanced options. Read the permission screen about Quicken and Intuit and click on Continue.
Under How should Quicken connect, select Direct Connect. Click on Next.
Provide your Vanguard username and password, and check the Save to Password Vault if that is how you normally operate. Click on Next.
You will see a list of all your Vanguard accounts. Any accounts that are already connected will be marked Don't add to Quicken. Accounts that you can connect will have entry boxes. For your existing problem accounts DO NOT SELECT THE DEFAULT OF ADD TO QUICKEN. Instead, select Link to existing account and select the Quicken account to use. Do not guess here. If you don't know which account to select or there are Vanguard accounts that you don't want to track, select Don't add to Quicken and only do the accounts you are sure of. You can pick up at step 7 later and reconnect any other accounts later if necessary.
Click on Cancel if you are confused at this point and your accounts will not be re-linked. If you are satisfied, click on Done and your accounts should be set.
Check to make sure any downloaded transactions are going to the correct accounts.

If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20494907#Comment_20494907

Thanks for sharing this helpful information with other users!

RustyDodge

Jim_Harman's method worked for me. Thank you Jim!

jwmerline

I am adding my name to the list of people who must reauthorize Vanguard every time I try to download transactions. I'm running Quicken 8.2.1 for Mac.