Unable to connect to Vanguard ROTH and brokerage accounts

Palavis
Palavis Member ✭✭
edited February 27 in Adding and Updating Accounts

Hello,

Simplifi is unable to connect to the ROTH and brokerage accounts of Vanguard. I tried deleting the account and adding the account again, but unable to.

This account was previously working and since it was not refreshing, I had to do a reconnection but it said it uses intuit to connect now and just kept hanging. Deletion and adding the account again is not helping either.

Please look into the same.

Thanks

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Palavis,

    Thanks for reaching out! I can see from our side that you are getting an FDP-390 error when trying to connect to Vanguard - Personal Investors. Have you tried the Vanguard instance available in Quicken Simplifi to see if this works for you?

    image.png

    Let us know!

    -Coach Jon

  • Rick_B
    Rick_B Member ✭✭
    edited March 1

    In another thread someone recently posted that they were unable to link Vanguard on the web app, but were able to do so on the mobile app. That worked for a 2nd person as well. I have yet to try the app, so can't say from personal experience. Just something else to try, particularly if you've only tried from the web app so far.

    https://community.simplifimoney.com/discussion/comment/48855#Comment_48855

    [Edit - Fixed Link]

  • Jeff C
    Jeff C Member ✭
    edited March 1

    [Removed - Duplicate Post]

  • Palavis
    Palavis Member ✭✭

    It seemed resolved. I was able to connect on the mobile app since the web one was just hanging for a long time. After the mobile app connection was successful, I am able to see the connection on web too. Thanks.

  • vanmanadvsim
    vanmanadvsim Member ✭

    Same thing for me. Couldn't get it to work on desktop web but it worked on iOS mobile app. Then I refreshed desktop web and it's working. Thanks for your help here.

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