Vanguard connections resetting everyday

Elvin

hi folks,

force last week or so I dishes had to reauthenticate my Vanguard connection on the Simplifi mobile app on a daily basis.

Once I reconnect the account updates normally, but the connection seems to reset again overnight.

Is this a known issue or something on my side?

Coach Kristina

Hello @Elvin,

Thank you for letting us know you're seeing this issue. To assist, please provide more information. When I check on our end, it looks like this issue started at the beginning of this month. Is that correct?

I can see there have been daily FDP-350 errors (which mean the authentication token issued by Vanguard when you authorize the connection through their website is expired). Are you connecting your Vanguard accounts to any other app/service? Have you changed your login credentials for your Vanguard account(s)? Do you have more than one set of login credentials for your Vanguard account(s) (for example, if you track both your accounts and a family member/significant other's accounts)?

I look forward to your response!

dj13

Same issue here. (Care code: FDP-350)

No change in logins, credentials or other.

After attempting to "enroll", the purple circle just spins. Account never connects.

Coach Kristina

Hello @dj13,

Thank you for letting us know you're seeing the issue after attempting to enroll. Based on your description of the issue, it sounds like you're encountering a known issue. See this alert for more details:

https://community.simplifimoney.com/discussion/11626/new-errors-connecting-to-vanguard-accounts-or-enrolling-with-new-vanguard-connection-method

I hope this helps!

ps56k

it seems like every day there is an account that needs to be fixed… Chase, Fidelity, Vanguard … todays it’s Vanguard - notice it worked fine yesterday (20hrs)

Coach Jon

Hello @ps56k,

Thanks for letting us know. We have merged your post into this thread as it seems like you are experiencing the same issues as discussed here. I would advise trying the following steps since Vanguard uses an OAuth API for connecting. Please be sure to do these steps from the mobile application as well:

1. Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
2. Navigate back to Quicken Simplifi and make all of your accounts with this bank manual by following the steps here.
3. 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 and reauthorize your accounts.
4. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Additionally, are you connecting your Vanguard accounts to any other app/service? Have you changed your login credentials for your Vanguard account(s)? Do you have more than one set of login credentials for your Vanguard account(s) (for example, if you track both your accounts and a family member/significant other's accounts)? Please be sure to let us know!

-Coach Jon

Elvin

No Quicken is the only app I have connected to Vanguard and I have not changed my credentials in some time. I need to reset the connection using the mobile app on a near daily basis

Elvin

I also only have 1 set of log in credentials for Vanguard and I am the only one using those credentials

Coach Jon

Hello @Elvin,

Thanks for the reply. To clarify, did you try the previous steps I shared about removing Quicken's access from Vanguard, making the account in Quicken Simplifi manual, and reconnecting afterward? If not, I would try those steps and let us know if they end up working. If they do not, please provide the names of the account as they appear in Quicken Simplifi and on the bank website, as well as a screenshot of the error you are receiving within Quicken Simplifi.

We will also need logs to be sent. You can do so via these instructions:

1. Log in to the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Jon

ssparrish

I was having this issue suddenly after using the 'vanguard personal advisors' connection for years. I disconnected and made it manual, added a new account with just 'vanguard' not 'vanguard personal advisors' and re linked the account which has fixed this issue for me for now. Hopefully helps.