Quicken not seeing 3rd Vanguard Account

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bdg0296
bdg0296 Member ✭✭✭
edited February 2023 in Download, Add/Update Accounts (Windows)
Hi, I have 3 accounts in Vanguard a Rollover IRA, a Standard IRA, and Roth IRA the last two are new as of last week. Quicken only sees the first two and does not see the Roth. I even tried making a new data file and syncing from scratch in there and still it only sees the first two accounts. I reached out to Vanguard after Quicken support said to talk to them. But Vanguard says they have to issues on their end.
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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    He likely did the same thing I suggested you try - the "Reset Account" button.  Glad it is working now!

    Frankx

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Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    Hi @bdg0296

    First 2 clarifications - in your last sentence above - did you mean to say Vanguard says they have NO issues?  And can you see the Roth IRA when on the vanguard website, and if so does it appear together with the other two accounts, or is it separate?

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • bdg0296
    bdg0296 Member ✭✭✭
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    > @Frankx said:
    > Hi @bdg0296
    >
    > First 2 clarifications - in your last sentence above - did you mean to say Vanguard says they have NO issues?  And can you see the Roth IRA when on the vanguard website, and if so does it appear together with the other two accounts, or is it separate?
    >
    > Frankx

    Sorry you are correct. Vanguard stated they had no issues on their end and to reach back out to Quicken. I can see all 3 accounts under the same login on Vanguards website they are all listed as separate accounts under my account section. Each having its own account number. I only have one login to Vanguard to access all my accounts.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    Hi again @bdg0296,

    I would suggest that you open up the account register for the Roth IRA and follow these steps:

    1) Click on the little "Gear" icon in the upper right of the window;
    2) Select "Edit account details" > then select the "Online Services" tab;
    3) Click on the "Reset Account" button > then enter the account's password;
    4) You may be prompted to pick the correct account number from a list;
    5) You should receive a green checkmark indicating that the account was reset.

    Hopefully you may also see downloaded transactions, if any.

    Let me know how that goes.

    Frankx 

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • bdg0296
    bdg0296 Member ✭✭✭
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    I was working with Quicken support called them back after Vanguard said they had no issue. He had me close out of Quicken and wait 45min said he "Reset" something on my account from his end. I did this and opened it backup and was able to the add the account. Not sure what he reset but it worked. Thanks for the assistance.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
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    He likely did the same thing I suggested you try - the "Reset Account" button.  Glad it is working now!

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

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