This discussion was created from comments split from: Vanguard connection issues.
I run Quicken Premier. Similar problem with Vanguard.
When I try to set up account for data download from Vanguard, I use my ID and Password, and it calls Quicken and then stops and returns to my screen without any attempt to connect. Have asked Quicken and Vanguard. No help.
Tried this numerous times. Vanguard connection is by Direct connect, and this problem is at least several months old.
Help.
BILL
Hello @whalsey,
Thank you for letting us know you're encountering this issue. To clarify, which Vanguard connection option are you attempting to connect to?
I can see that you spoke with Quicken Support a few days ago. It looks like they already had you test in a new file, confirming that the problem isn't file-specific.
What troubleshooting did you go through with Vanguard?
Would you please provide a bit more detail on exactly what is happening and where in the process it's failing? Are you entering your username and password in Quicken, or are you being redirected to the financial institution's website to authenticate? What do you mean by "it calls Quicken"? You mentioned that it stops and returns to your screen. Where is it returning from (for example, is the add account window closing)?
I look forward to your reply!