Vanguard Traditional IRA account moved to new platform MutualFundDirect.vanguard.com

Question

I use Quicken Delux.  Recently Vanguard moved my Traditional IRA account from the website investor.vanguard.com to mutualfunddirect.vanguard.com, which has broken the Quicken online services downloads.   Mutualfunddirect.vanguard.com redirects to my.accessportals.com which is a domain name owned by Bank of New York, so it seems that Vanguard have outsourced some accounts to a service offered by BoNY.

I have deleted the online services connection for my Vanguard account and tried to reconnect it.  However, the only option for Vanguard uses the website investor.vanguard.com which is no longer recognized for my new account number.   Also, I have looked for a Bank of New York connection in Quicken, but none of them matches my.accessportals.com, so they don't work either.

How can I enable online services for my Vanguard traditional IRA account?

thanks

-Michael-

Mike-au · Answer

Hi,

Thanks for your suggestion.  I did speak to Vanguard last week, and they were supposed to call me back, but I haven't received that call yet.  I will call again, and ask the questions that you have suggested.

-michael-

Sceptic · Answer

@Mike-au It looks to me that the problem may be with Vanguard rather than Quicken.

Your IRA was moved from the standard Vanguard investor platform to the Mutual Fund Direct platform (mutualfunddirect.vanguard.com). The Vanguard connection offered in Quicken appears to be designed for accounts serviced through investor.vanguard.com, and therefore may not recognize the credentials or account numbers for the new platform.

Since the account is now being serviced through a different platform, I suggest contacting Vanguard and specifically asking:

* Does the Mutual Fund Direct platform support Quicken downloads?
* If so, what financial institution name should be selected in Quicken?
* What connection method is supported (Direct Connect, Express Web Connect+, Web Connect/QFX, etc.)?
* If Quicken is not currently supported, is there a timeline for support?

Until Vanguard provides a supported connection, you may need to use manual transaction entry or import QFX/Web Connect files if they are available.