Quicken Classic for Win - OL-295-A Errors at Vanguard
Answers
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I deactivated my Vanguard accounts, then re-activated them by using the + method. That works as far as downloading the transactions and the accounts are in Complete mode. However, I still get the OL-295-A message after the download completes. But the transactions downloaded. Anyone else have this problem?
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@Robert Berman Do you have any accounts that did not reconnect? It might be an old, empty, hidden account for example.
Check the Account details > Online services for each of your Vanguard accounts including hidden ones and if there are any you no longer need to download, disconnect them.
QWin Premier subscription0 -
Hi, I did import during the outage. Missing transactions do appear on Vanguard but have not downloaded since I reconnected BUT the "last downloaded" message in Quicken does show my current download attempt which also appears to complete normally yet no transactions are downloaded. Granted, only 2 are missing that I did not import (but from March 14) so not optimistic they will download. Any ideas?
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I checked all the accounts in Account list including hidden accounts. I only have 4 Vanguard accounts. I don't see any others or even remember having any others. All are set to Direct Connect. I deactivated all of them, and re-added them using +. I still get the OL-295-A error, but it looks like the transactions download anyway.
I will try adding, downloading the Vanguard accounts in another Quicken file to see if maybe there is something wrong with the file itself. Not that that would help me.
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@wxman I had a similar experience thinking things were fine when in fact they were not. Try opening a register for a vanguard account and then going to online center. From there choose update/send. When I did that I got a message saying two of my accounts were set up for web connect and did I want to continue. I had not known that was still the case which lead me to then deactivate all of my vanguard accounts, etc.
Quicken Business & Personal Subscription, Windows 11 Pro
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I open a old file from before the issue and downloaded. All accounts are back to complete now . Thanks
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@Bob_L I had the same issue with an account that seemed to be connected properly and completed OSUs with no errors but did not download transactions. During the outage I had downloaded from this account by importing a QFX file, so the account was still set up for Web Connect. When I tried to download via Update/Send in the Online Center, I also got the message about some of my accounts being set up for Web Connect.
Following the multi-step process I posted earlier of disconnecting, adding Vanguard, and and carefully re-linking the accounts, including using old Pershing account numbers where those were offered, seems to have resolved the problem.
Time will tell!
QWin Premier subscription0 -
My Personal Advisor Vanguard account still does not update transactions. I have to do a manual update (I use the 1 month period) to get the transactions. The other odd thing is that when I click on the manual update on Quicken, it takes me to the Vanguard web page. Anyone else experiencing thi??
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Sounds like you may be still set up for web conect. Please review the steps listed on this thread from @Jim_Harman regarding steps to follow to deactivate your Vanguard accounts and then reactivate them.
Quicken Business & Personal Subscription, Windows 11 Pro
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Worked for me, thanks.
Line 10: "Click on Next." for me was "Connect"
Pete
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This is still busted yes? When I attempt to reconnect, I don't get the 'full version' with transactions. So for now I do the old download of a file and import.
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Hello @jlaur_25,
The issue has been corrected and you should be able to connect using Direct Connect now. If you haven't already done so, please follow @Jim_Harman's directions, which were posted earlier in this discussion:
Please let me know how it goes!
Quicken Kristina
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Yes that actually worked. When you do it in the account itself, reconnect that is, it is still broken…odd but I'll take it thanks.
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It's working for my five Vanguard accounts. Download time stamp is correct in the registers. Thanks Jim
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Followed the Harman directions carefully and all seemed to complete successfully…but still no Vanguard transaction downloads (has not worked correctly since early February). But I'm thinking I may have a different disease as my Tracking Method always showed as Complete and Connection Method always as Direct Connect during this period. I may just need to wait until Vanguard continue sort it out with Quicken. (I'm using Quicken Classic Deluxe on Windows.)
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My experience was it showed as direct connect but was still expecting web connect for two of my accounts. Go to the online center for vanguard and then hit update send. If that is the case you will get a message saying you have web connect accounts. If so, you will need to go through the deactivate process again.
Quicken Business & Personal Subscription, Windows 11 Pro
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@JJON The issued discussed ad nauseum here began February 20, so if your issue began “early February” it is likely something else. I would have expected Jim’s instructions would have worked for you, but since it apparently did not, I suggest you start a new discussion to better focus on your issue, or contact support directly.
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Thanks Bob L. for your suggestion…I checked using update send with the Online Center for Vanguard and there was a single account that still showed a web connect status (looks like I needed to use the prior brokerage account number vs. the newer number as shown on the Vanguard site for downloads anyway…but this is not at all clear to me what is going on there). After a repeat of the deactivation process all my Vanguard account downloads seem to working correctly. Thanks again.
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For the past few weeks, OSU completes for me without errors, but securities quotes are never updated; I have to do that separately in the Holdings dialog for one of my accounts. I do not have a lot of transactions in my accounts, so the OSU has had to deal with those only once since it started "working" again, but on that occasion only about half of the total transactions were downloaded. I had to use the Web download function on the VG Web site to get the missing ones.
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@SBSilverhammer. See my comments a few before your post re. @JJON post
Quicken Business & Personal Subscription, Windows 11 Pro
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Thanks! Your instructions worked for me.
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What I've been noticing for the past week is that even though OSU seems to be working for me with no errors, some of my transactions are not getting downloaded. I'm having to revert to the OFX download method every time to ensure that I capture all transactions. I guess it's not a big deal at this point since I got a lot of practice during the several weeks that direct access was blocked, and having addressed the bugs in that process it's actually not that many more steps to ensure my account is accurately reflected in Quicken.
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In order to correct this issue, you must follow the steps I have posted several times in this lengthy discussion already. If you go to Page 1, it is the 4th post under "Best Answers". Don't take any shortcuts.
QWin Premier subscription0 -
Thank you, but after following the steps exactly under Best Answers, the correction does not work for me. One of the Vanguard accounts that was missing the transaction does not appear on the list of Vanguard accounts that is presented me to link to existing account. I cannot add it either because it's not on the list of accounts that are found. But there are a bunch of other found accounts that I have no idea what they are unless very old accounts that were transitioned long ago. Before deactivating the problem account, Quicken does show that it is set up for transaction download, but if I deactivate it I cannot get it back. The missing transactions did download using the OFX download though. I reverted to my back up and will continue to use OFX.
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I suggest that you restore a backup to a copy(not overriding the current file) before the problem began. Then check the account numbers in account details that were connected before, and you will probably find that some of those strange ones were actually being used and now need to be used again.
Quicken Business & Personal Subscription, Windows 11 Pro
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I have the same problem: I have 3 Vanguard accounts. During the "outage", I disconnected one of the accounts and have since been able to reconnect using the above instructions. As of now, the other two accounts download activities, but the one reconnected account does not. There are activities as noted on the Vanguard site. Btw, I did a validate and super validate, but no luck.
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@AR53 It sounds like the problem account needs to use an old Pershing account number beginning with 2 digits and a V when reconnecting. Please go to page 1 of this discussion and follow the detailed instructions in the 4th post under "Best answers".
QWin Premier subscription1 -
I tried the approach suggested by @Jim_Harman. It worked, in that I was able to download all my transactions except one. Not sure why that one was missed, but I was able to enter it manually and get my accounts balanced with VG. But I now see that my VG accounts are not included in the One Step Update process. I suspect I'm missing something simple. Can anyone point me in the right directions?
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