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Vanguard 401(k) hasn't updated in over a month

Sparksnorthern

Hi,
I have several vanguard accounts, and they seem to update just fine outside of my 401(k). Can someone please advise?

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Comments

Quicken Carlos

Hi @Sparksnorthern,

Thank you for your post! To better understand the issue and provide the most appropriate troubleshooting steps, I'd like to ask a few questions:

Are you receiving any error code or error message?
If so, could you please upload a screenshot of the exact error code or message?
When was the last time the account downloaded transactions successfully?
What is the connection type for the affected account?

To confirm the connection type:

Open the 401(k) account.
Click the Gear icon.
Select Edit Account Details.
Go to the Online Services tab.

I look forward to your reply!

Sparksnorthern

You can see its set to Direct Connect. I tried resetting but it didnt make a difference. Transactions didn't update.

Quicken Kristina

Thank you for your reply,

To troubleshoot the missing transactions, please follow these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, try running a One Step Update again.

5. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

Please let me know how it goes!

Sparksnorthern

I'm not really following your suggestion.

You want me to turn off global adds to banking registers, when its just a single account having this issue?

You mentioned the transactions are in the register but not where I think they would be? I'm not sure how this could be the case considering the issue is localized to my 401k transactions.

Status is unchanged as of my last update and all other accounts are updating fine, including Vanguard Brokerages and Roths. Only the 401k account isn't updating.

Please review and let me know.