nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Quicken Classic and Vanguard connection issue

patrick

I have Quicken Classic (Premier) 9.1.0, running on my Mac with MacOS Tahoe 26.5.1. For the past few days, Quicken can't download transactions from Vanguard. Each time I try, Quicken asks me to re-input my Vanguard credentials, to no avail. This has happened before, and eventually it is resolved. I'm hoping this will solve itself in the next day or two.

Find more posts tagged with

Online Banking

Mac

download transactions

Comments

patrick

Interesting: no sooner than I posted the message above, and it resolved itself. As Emily Litella would say "never mind".

Quicken Carlos

Hi @patrick,

Thanks for updating this thread! I'm glad to hear that everything is working as expected.

I recommend monitoring the connection. If you encounter any errors or experience any issues, please don't hesitate to reach back out.

We're here to help!

Papasoz

Same here. Vanguard issues. Have Quicken deluxe for MAC. Running Tahoe 26.5.1. Have multiple Vanguard accounts - IRA and Roth for me , Roth for my wife, and a joint cash plus account. I connect my accounts and it disconnects my wife's accounts. I connect CashPlus and similar happens. Get error messages - which i have reported multiple times. Have to revalidate my account every time I want to sync. There is definitely an issue between Quicken and Vanguard (again), and they love to blame each other instead of fixing the problem. Sure hope that someone is listening to the frustration of a Quicken user since 2004. Thank you.

[Edited - Readability]

Quicken Laura

Hi @Papasoz,

Thank you for joining this thread. I'm sorry to hear that you are experiencing this issue. I understand how frustrating this must be. May I know the connection you are using?

To verify the connection method, please follow the steps below:

Open the account.
Select Settings in the lower-right corner.
Go to the Downloads tab.
You'll see the connection type listed below the financial institution's name

If possible, could you also share the error code (if one appears) or a screenshot of the error? That would help us better understand what's happening.

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.

I look forward to your response!

Papasoz

Thank you so much for replying. I use Quicken Connect. The current real issue is when I connect to my Vanguard account (IRA and Roth), then I get disconnected from my wife's account (Roth). When I reconnect, I must again verify everything with Vanguard by signing on and approving the connection - sometimes there is an error message when I try to sign onto Vanguard.

More simply put, I can't be connected to both accounts at the same time. This became an issue when we added a Vanguard joint cashplus account. I had read elsewhere- perhaps here or reddit - where joint cashplus accounts where causing connection issues I believe the issue revolves around this. Vanguard or Quicken is having a problem with two accounts and sign-ins being associated with a jointly held account.

I hope this makes sense. Thanks

[Edited - Readability]

Papasoz

Well, now it's all working. I think you magically fixed, so thank you!! Hopefully this issue will not reappear. Have a great day.

Quicken Laura

That's great news, @Papasoz!

I'm glad to hear the issue has been resolved.

Please feel free to reach out if you have additional questions.