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New Vanguard connection problem

ejs

I see there's a post about an error with the new Vanguard connection method. However, I'm experiencing a different problem updating my Vanguard connection. When I go to reconnect using the updated connection, it does allow me to reconnect (in the mobile app, but not the web version), but I'm not able to link the accounts to my existing Vanguard accounts in Simplifi. Instead it's forcing me to connect the accounts as "new" accounts, but it is requiring me to rename them because it is seems to be recognizing that there are already existing accounts with the same name. I'm reluctant to add them to Quicken as "new" accounts because I don't know if there will be a way to link them after the fact.

The last time I had a problem like this when reconnecting a financial institution, I was able to circumvent it by first setting the existing accounts to "manual." Then I was able to link to the existing accounts. With the Vanguard accounts, I cannot set them to manual because the accounts are not appearing in my list of accounts under Settings. It just shows Vanguard as a financial institution without listing the accounts underneath (see screenshot below).

How can I fix this? Thank you.

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Comments

Coach Natalie

@ejs, thanks for reaching out to the Community with this issue!

I'm glad to hear you were able to migrate your Vanguard connection! If it wants to add the accounts as new rather than allowing you to link to your existing accounts, it is likely not identifying that the existing accounts are the same. To fix this, you will want to make the existing accounts manual so they appear in the 'link to' dropdown menu when making the new connection.

https://support.simplifi.quicken.com/en/articles/5321064-how-to-make-an-account-manual

https://support.simplifi.quicken.com/en/articles/4959544-how-to-link-accounts#h_b7ba4cd1e2

Let us know how this works for you!

ejs

@Coach Natalie, thank you, but as I said in my original post, I am not able to make the existing accounts manual because the accounts are not appearing in my list of accounts under Settings (see the screenshot in my original post).

Coach Natalie

@ejs, thanks for the reply!

Sorry for missing that part! It looks like your screenshot shows an empty institution, which can happen if you disconnected and re-connected the accounts at any point in the past. Does it appear under the 'Manual Accounts' section? If so, it can be deleted since there are no accounts under it.

If your existing accounts are currently connected to Vanguard, you should have another 'Vanguard' institution listed above the Manual Accounts section that has your actual accounts under it. If there is no other Vanguard institution, is it possible the accounts got deleted somehow? Or are the accounts listed in the Manual Accounts section? Do you see them in your Accounts List on the Dashboard/Transaction view?

Let us know!

ejs

@Coach Natalie, I reconnected the accounts yesterday as part of the process of updating to the new connection method and I believe that is what caused it to become an empty institution.

I just looked again in my account list under Settings and found the accounts, so now I was able to make them manual and properly link them. I wasn't able to find them before because, strangely, the financial institution name was blank instead of saying Vanguard. There was just the generic financial institution icon at the top with no name. Here's a screenshot showing what I mean:

Screenshot 2025-02-25 at 11.20.12 AM.png

But now I got my Vanguard accounts reconnected and linked so everything is good. FYI, in case it is helpful to others, I was experiencing the same problem that others have reported of perpetually spinning without actually connecting in the web version, but it worked properly in the mobile app version (on iPhone).

Thanks!

Coach Natalie

@ejs, I'm glad to hear you were able to get reconnected!

That is strange the institution name was blank. Is that fixed now as well? And thanks for the tip! We can certainly have other users try migrating from the Mobile App versus Web.

ejs

@Coach Natalie, yes, now that the new Vanguard connection is in place the blank institution name is fixed and it says Vanguard.

Jeff C

[Removed - Duplicate Post]