Every. Single. Time.

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terrilackey
terrilackey Quicken Mac Subscription Member ✭✭✭

I sign into Quicken, I have to reauthorize all my Vanguard accounts. This is getting really old.

I see people are having problems but I did not read all of it. Is there a way to stop this reauthorization every single time.

Mac macOS 13.7.6. Version 8.2.1 (Build 802.57282.100)

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @terrilackey,

    Thanks for reaching out!

    Upon further review, I can see that you received an FDP-350 with your Vanguard account(s) earlier today. I suggest reviewing and completing the instructions below in an attempt to resolve this issue. It is recommended to save a backup first (just in case).

    Step 1: Deactivate All Accounts in Quicken

    1. Go to Accounts > Hide and Show Accounts and ensure no Vanguard accounts are hidden.
    2. Open each Vanguard account register.
    3. Click the Settings gear in the bottom-right corner.
    4. Navigate to the Downloads tab and select Disconnect Account (repeat for each Vanguard account). image.png
    5. Quit Quicken.

    Step 2: Unlink the affected Financial Institutions from Quicken on their Websites

    1. Log into your Vanguard accounts online banking website.
    2. Navigate to the security settingsprivacy settings, or connected apps/accounts section (the wording may vary).
    3. Look for any references to Quicken or connected third-party apps.
    4. If Quicken is listed, select it and choose the option to revoke accessremove, or stop sharing data.

    Step 3: Re-add Accounts in Quicken

    1. Reopen Quicken.
    2. Go to Accounts > Add Account.
    3. Use the search field to locate the financial institution, then click Continue.
    4. Follow the prompts to sign in using your login credentials.
    5. If Quicken finds your accounts, use the dropdown menus to link them to the correct accounts in Quicken.

    Once you’ve completed these steps, let me know if you're still experiencing issues.

    Hope this helps!

    -Quicken Jasmine

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