Vanguard Download Problem

Discussion in 'Quicken' started by Jim T., Dec 4, 2014.

  1. Jim T.

    Jim T. Guest

    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.
     
    Jim T., Dec 4, 2014
    #1
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  2. 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.
     
    Marc Auslander, Dec 4, 2014
    #2
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  3. Jim T.

    Jim T. Guest

    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. "
     
    Jim T., Dec 5, 2014
    #3
  4. Jim T.

    Jim T. Guest

    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. "
     
    Jim T., Dec 5, 2014
    #4
  5. Jim T.

    John Pollard Guest

    "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".
     
    John Pollard, Dec 5, 2014
    #5
  6. Jim T.

    Jim Guest

    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.

     
    Jim, Dec 5, 2014
    #6
  7. Jim T.

    ps56k Guest

    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.
     
    ps56k, Dec 5, 2014
    #7
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