Account Reset Error with Vanguard (edited)

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 20

    @David Kotecki, thanks for joining the discussion!

    Were your Vanguard accounts connected prior? If so, please follow these steps from the Quicken Simplifi Mobile App on your phone to see if you can get reconnected:

    1. Make all of your Vanguard accounts manual by following the steps here.
    2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    3. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here. 

    Let us know how it goes!

    -Coach Natalie

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