Connecting to Ascensus for transitioned Vanguard account

pemartin210 · June 24

Hello,

My retirement account previously administered by Vanguard has transitioned to Ascensus. I could sync without problem until a few days ago. I understand the new login portal is https://secure.ascensus.com/login/participant .

I’ve tried reconnecting in Quicken using all available "Ascensus" listings, including "Ascensus version of Vanguard Plans" and "Vanguard Ascensus Retirement," but I receive login errors consistently. I suspect Quicken is still routing through an outdated endpoint rather than the new address?

Please advise whether the updated login portal has been registered with Intuit’s Financial Institution Directory and whether a revised Quicken profile will be released.

—Peter

Quicken Kristina · June 24

Hello @pemartin210,

Thank you for reaching out to the Community with this issue. To help troubleshoot, please provide more information. Is that Ascensus link you provided the exact URL (web address) that you use when logging into your account directly through the financial institution website? If it is not, then please provide that URL.

I can see that you've attempted to connect using multiple connection options. The majority of them were showing CC-503 (invalid credentials) errors. If you haven't already done so, I recommend following the troubleshooting in this article on CC-503 errors: https://www.quicken.com/support/error-when-updating-accounts-cc-503/

I look forward to your reply!

Louis Block · June 25

Same issue here. Ascensus changed their portal over the weekend, and appears to be slow to update Quicken accessibility. When it transitioned from Vanguard last year, it also took some time to start working properly in Quicken.

blubkeman · June 26

Ditto on my end. I don't have Vanguard accounts with Ascensus - just my company 401(k) and was working fine until the Ascensus update this weekend.

Quicken Kristina · June 27

Hello @Louis Block & @blubkeman,

Thank you for letting us know you're also seeing this issue. While it is likely that the issue is being caused by the change to Ascensus' portal, I do recommend backing up your file and following the troubleshooting for CC-503 errors, just in case: https://www.quicken.com/support/error-when-updating-accounts-cc-503/ .

Please let me know how it goes!

Quicken Kristina · July 27

Hello @Louis Block & @blubkeman,

I have not seen a response. Do you still require assistance?

Thank you!

phoebs610 · July 30

This still isn't working. Can you give us an update on when this will be fixed? Is anyone else out there able to see their Ascensus 401K accounts that were transfers from Vanguard? This is the login: https://secure.ascensus.com/login/Participant

Quicken Jasmine · July 30

Hello @phoebs610,

Thanks for reaching back out.

Upon further review, I can see that you are internally receiving an FDP-103 (CC-503) with these accounts. Due to the repeated attempts and the length of time, I suggest contacting Quicken Support directly as an escalation may be in order.

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

Louis Block · July 30

No, it still isn't working for me, either.

Ken Stevens · July 30

This isn't working for me either on Windows. The error changed to a "incorrect username and password" one (CC-503), but I know 100% for sure that I'm using the correct information. This is frustrating as it's now been almost 2 months that I haven't been able to update this account in Quicken. It makes Quicken kind of useless…or Ascensus…don't know which yet! ;)

Quicken Kristina · August 1

Thank you for your replies @Louis Block & @Ken Stevens,

If you have already done the troubleshooting recommended earlier in this discussion and the issue is persisting, then please contact Quicken Support directly for further assistance, since they have access to tools that we can't access on the Community and they can escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

scuba-bb · August 17

Has this been resolved? Has anyone been able to get it to work? I am using Quicken for Mac. I still can't access via Quicken, although just this week another 3rd party program called LifeView fixed their connection and it is now working. I diconencted and startrted over and it still won't recognize my credentials even though I know 100% they are right because they worked in the other 3rd party program.

jimcampbell100 · August 18

Still not working for me.

Quicken Kristina · August 18

Hello All,

We now have a Community Alert for this issue:

https://community.quicken.com/discussion/7965130/new-8-18-25-vanguard-ascensus-incorrect-website-link-causing-103-503-errors

To be notified of any updates, once available, and know when the issue is resolved, please bookmark the alert.

Thank you!

(Ticket #11908075/CTP-14132)

Louis Block · August 28

It worked today!

Quicken Kristina · August 29

Thank you for the follow-up,

I'm glad to hear it's working again!

If you need further assistance, please feel free to reach out!

Connecting to Ascensus for transitioned Vanguard account

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