How to connect multiple Vanguard logins? (edited)

Question

My wife and I have accounts under separate logins.  Currently, only one of us can have accounts synced…I believe this is a long-term issue.  Is there a fix in the works?  Previously, I have gotten it to work for a bit by logging in to the second account in an incognito window…but that is very hacky and inconvenient.  It always breaks after a short period.

Coach Aldair · Answer

Hi @leisterbrau,

Thanks for reaching out! You're correct that this is an ongoing issue affecting users who need to connect multiple Vanguard logins in Quicken Simplifi. The issue has been reported to Vanguard, and the team is continuing to investigate. Unfortunately, there is currently no ETA for a resolution.

In the meantime, a workaround verified by Quicken and our aggregation partner is available. You can set up the first account owner using the Vanguard bank option, then use either Vanguard Retd or Vanguard Small Business for the other set of accounts.

You can follow the ongoing alert for updates here: Vanguard – Issue connecting multiple logins. Be sure to bookmark the thread to receive notifications when new updates are posted.

We appreciate your patience and understanding!

Thanks!