Best Of

Thank you. Please let me know if there are any updates.

Another user, reporting in. I've had repeated issues with Simplifi not being able to log into my Vanguard accounts ever since this became a widespread issue affecting some (somehow not all?) users back in March or April. To fix that issue, I've had to download and use the phone app to disconnect the accounts, set them to manual, and then add the accounts as though they were new, linking them to the "old" manual versions of the same exact account. I've had to do this twice before today.

Today, while going through this process for a third time, I ran into the same issue reported by the OP and many others - when trying to add the second Vanguard login, it just assumed I was trying to log into the first account and didn't even prompt me to enter credentials. This is the first time I've run into this issue. Because of this thread, I then tried to use the "Vanguard small business" for the second account, but that didn't help. So then I tried using hte "Vanguard small business" in the app, which still didn't help. Then I realized the URL for Vanguard small business reported in the app had at some point become the same URL as Vanguard personal investors, so I picked the Vanguard employer retirement account option, which had a different URL. That worked.

This whole thing is absurd. The primary reason I used this app is as an aggregator to track net worth over time, but I keep losing that data for Vanguard - and I already had to manually enter and correct data for other accounts as well. I'm pretty sure I'm spending more time working around Simplifi issues than if I were just doing this all manually in a spreadsheet.