Issue connecting two logins with Vanguard (edited)
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this has been frustrating with Vanguard suddenly not working with dual logins. But the workaround worked, I'm back in business. Thanks!
Microsoft Money user in the 90's to Quicken in the 2000's to Simplifi in 2023
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As an update: @trtrlik i was able to get past the issue we were having with the workaround by doing one part (vanguard) on the web portal, and then the other (vanguard small business) via the mobile app. That allowed me to enter the 2nd set of credentials. Hope it works for you too.
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I have this same issue. My wife and I have separate Vanguard accounts. Only one can be shown on my Simplifi account at a time. I was able to add my wife's account by listing it as "Vanguard small business," as the previous commenter discovered. However, I'm adding this comment to hopefully get more visibility from the Quicken team. This should be solved for as much money as we're paying annually!
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Thank you! That worked for me as well. Appreciate your workaround as I was ready to give up on Simplifi but will keep it for now.
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Simplifi support team, any updates on the issue? It's been over a month since this thread started.
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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.
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I'm experiencing the same issue with Vanguard accounts. Automatic synchronization of transactions and information with U.S. financial institutions is a core feature of this product. Issues like this are unacceptable in a commercial offering. Please resolve it promptly or risk losing paying customers.
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@Coach Jon @Coach Natalie Can we please get an update on this issue? Thanks.
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Hello everyone!
Our product team is still working on a resolution for this issue at this time. We will be sure to post back here as soon as we have any status updates!
Thanks for your patience!
-Coach Jon
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Commenting that I am also experiencing this issue.
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Same experience with me as well. This is a critical issue as it effects the core capability and reason to use Simplifi. I'm confident its a top priority for the development team. Would be helpful to have weekly updates to this forum on the resolution since it has been several months now.
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My wife and I have our own IRA accounts through Vanguard. Whenever I try to connect one of them to Simplifi, Simplifi will not allow me to connect the other account. Is there a way around this? Let me know if anyone has any solutions. Thank you!
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@btzielinski, thanks for posting to the Community!
I have merged your post with the ongoing thread for the issue with multiple logins at Vanguard. This issue has been escalated, and our engineering team is looking into it. As soon as we have an update to share, we will be sure to post here and let everyone know.
We appreciate everyone's patience as this issue is worked on!
CTP-13151
-Coach Natalie
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I have been having two issues that have previously been identified. Today I found and read through this thread of comments and have tried using the Vanguard Small Business work around for my wife's two accounts, and her accounts and their balances now appear as well as my own accounts and balances. I'm hoping this will continue to work until we hear of some fix from Simplifi. We're paying for this service; please get it fixed quickly.
I also have a problem being unable to retrieve from TIAA for my wife. According to Simplifi, "TIAA is reporting connection issues."
Will these be issues when it is time to use Turbo Tax next January??!!!!
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It's interesting to find this thread - I started two conversation with agents in the help feature and both of them swore to me that this was a Vanguard issue (something about how Vanguard changed their API) and Simplifi had "accepted" the new API which is the problem here. But in this thread we see Coaches stating that the team is looking into this.
Same issue as everyone else - wife and I's Vanguard creds are clobbering each other and both accounts (if I get them added) just show the same balance. I didn't try the "Small Business" hack, but did try that with "Retirement Plans" vs an individual investor account. That seemed to work temporarily, but no longer. I'm going to try the small business for my wife's account on the app and mine on the website.0 -
The other Vanguard connection issue thread was closed so I have to report here. I have tried twice now to break the Vanguard link by making my accounts manual and then adding them again and relinking via the mobile app. Looks like it works but then the next day I get the exclamation points again. This has been going on for a long time. Also, the Ally Bank connection has not been working for a while and the Citi card account has had a "Service is currently unavailable" warning displayed for a few weeks now.
I guess I will have to move on from Simplifi since they have all these connection problems that they can't seem to fix in a timely manner.
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thank you so much. This was driving me crazy. This worked for me
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Same issue as everyone else. This at one time worked great. An update a few months ago broke this ability … Please come up with a fix soon …
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We're coming up on two months here… need to see a fix!
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[removed - disruptive]
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3 months actually. [removed - speculation]
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[removed - disruptive]
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Why are these comments about lack of customer service being deleted? I saw them in my email, and they are hardly "disruptive"
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Hello everyone,
We understand how frustrating connection issues can be, and we want to reassure you that this matter has been escalated and is actively being investigated by both our engineering team and our service provider. As soon as we have any updates to share, we will post them here in this thread.
In the meantime, we ask that this thread remain productive, respectful, and focused on the issue at hand. We’re hopeful to have news for you all sooner rather than later, and we truly appreciate your patience in the meantime.
Thank you!
-Coach Natalie
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Not to be disruptive by Quicken guidelines, but there is a message from May 13th by Coach Jon about the matter being investigated. Do you really want us to believe that 3 months later the engineers still do not understand the root cause? That is neither truthful not helpful for the customers. If this is an issue that Quicken does not care to fix, just let us know.
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The message from Coach Natalie above looks like a template response.
I just hope they remember we are paying customers and that long-lasting bugs in production are unacceptable.3 -
Yes, please resolve or provide more details around the issue and delay. This is for a large institution..
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Checking back in after multiple months, problem still persists. Unfortunate to see no update in over a month since "appreciating" our patience. Perhaps this kind of dual-accounts household is not the target market for this product. Discussion threads on a couple social networking sites report continued frustration here.
This will be an easy non-renewal decision.
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Since the recent Vanguard API update, I have been unable to connect two separate Vanguard accounts (both are Roth IRAs) to my single Simplifi account. If I successfully reconnect one account, the other immediately disconnects and shows a Care Code 324.
I reached out to Simplifi support and was told that due to the changes in Vanguard's API, it is no longer feasible to link multiple accounts that have separate login credentials. The suggested solution was to merge the two Vanguard accounts under a single login.
The problem is that this is not possible. Vanguard's policy, as it pertains to Roth IRAs, does not allow for two such accounts to be held under one login. This means the recommended workaround is not a viable solution for me or for any other user in a similar situation.
This issue is a significant barrier to using Simplifi to track my full financial picture. I'm hoping that by posting here, the development teams at both Simplifi and Vanguard can be made aware of this incompatibility and work towards a permanent solution.
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