Vanguard Download Problem


J

Jim T.

I use QD2013 and for some reason, not explained, I cannot download
transactions from my Vanguard account using one-step update, or
accessing via the account in Q.
I can access the account outside Q - they now have a two-step logon
(won't let me paste in the PW), but can't get the transactions into
Quicken.
Actually it's only a small problem, but annoying. I just collected my
IRA distribution, and the money went to my bank account OK, and the
transactions show on the Vanguard account. Manually entering is easy,
but I want it to work as it should.
I suspect Vanguard has changed something.
 
M

Marc Auslander

Look at the details for the name of the financial institution. IIRC,
for a while it was ZVanguard but now it's back to Vanguard. If you
have the wrong name, you will have to deactivate and reactivate. Make
sure you deactivate all accounts, then reactivate any one with the
correct institution name and carefully link each to the correct
account.

Vanguard also changed account numbers a recently, so you may need to
use your online access to vanguard to match the account numbers when
your reactivate to your old accounts.
 
Ad

Advertisements

J

Jim T.

I just checked and this is what I found-
"Effective immediately, your financial institution no longer supports
Quicken online account access. This means you will no longer be able
to connect to this particular financial institution to download your
transactions and balances into Quicken. "
 
J

Jim T.

I just checked and this is what I found-
"Effective immediately, your financial institution no longer supports
Quicken online account access. This means you will no longer be able
to connect to this particular financial institution to download your
transactions and balances into Quicken. "
 
J

John Pollard

"Jim T." wrote

I just checked and this is what I found-
"Effective immediately, your financial institution no longer supports
Quicken online account access. This means you will no longer be able
to connect to this particular financial institution to download your
transactions and balances into Quicken. "
-----------------------------------------------------------------------

Not sure where that info came from, but it is absolutely false as it
pertains to Vanguard the company (as oppose to some specific "financial
institution name").

Vanguard did go thru a change which affected downloads to Quicken. All the
instructions for handling the change were made available by Vanguard and
Intuit. If you did not follow those instructions, you will likely not be
able to continue to download from Vanguard.

As part of the change, the Quicken name for the financial institution
changed from "Vanguard Group" to "Vanguard".
 
J

Jim

Also using QD13 I just did OSU to Vanguard and got no indication there
was a problem. There are no current transactions (verified with on line
access) since 11/28 but OSU summary gives the normal indication that it
was just updated.

I'm guessing your error will pass sooner or later.

I just checked and this is what I found-
"Effective immediately, your financial institution no longer supports
Quicken online account access. This means you will no longer be able
to connect to this particular financial institution to download your
transactions and balances into Quicken. "
 
Ad

Advertisements

P

ps56k

I am using Q2012 Dlx -
and just downloaded my Vanguard - all ok...
also - Chase, Fidelity, TRowe are also all ok

As mentioned, awhile ago Vanguard changed servers,
and the Financial Institution name briefly changed,
and then changed back...after their conversion effort.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads


Top