Vanguard brokerage - Care Code: FDP-105

ps56k
ps56k Member ✭✭✭✭
edited December 2023 in Adding and Updating Accounts

Tried to add our normal Vanguard brokerage account - nope -

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @ps56k, thanks for reaching out regarding this issue!

    I'm sorry to hear you're experiencing difficulties connecting to Vanguard in Quicken Simplifi. A 105 error indicates that the bank is temporarily throttling or blocking connection traffic. Since these errors usually clear up on their own, we want to allow at least 48 hours to see if it self-resolves. It looks like you just started receiving the error yesterday, so please let us know if you're still unable to connect at the end of the week. 🙂

    -Coach Natalie

  • I'm still seeing this issue today.

  • ps56k
    ps56k Member ✭✭✭✭

    still not connecting…

  • @Coach Natalie is there any update on this. I'm trying out the platform for the first time but it's not really work using if I can't get a major investment brokerage linked. Tried again this morning.

  • ps56k
    ps56k Member ✭✭✭✭

    same here - my accounts are .. Chase, Schwab, Vanguard…

    and only Vanguard doesn't work -

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All,

    Thanks for reporting this issue, and thank you for your patience as we were researching from our end. It looks like Vanguard is throttling connection traffic, which means that they're limiting the number of successful connections. With this type of throttle, we recommend trying after 2:00 pm EST, or during non-peak hours, in hopes of better results.

    Sorry for not having a better answer, but we hope this helps everyone!

    -Coach Natalie

  • ps56k
    ps56k Member ✭✭✭✭

    it works just fine with Quicken Classic - and Direct Connect …

    Guessing Simplifi is using Express Web Connect

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @ps56k, Quicken Simplifi uses Quicken Connect.

    Here's an article that goes over some of the key differences between Quicken Simplifi and Quicken Classic, including how we aggregate bank data: https://help.simplifimoney.com/en/articles/6380989-what-s-the-difference-between-quicken-simplifi-and-quicken-classic

    -Coach Natalie

  • ps56k
    ps56k Member ✭✭✭✭
    edited November 2023

    Here's the FI info - and it looks like it should work with the Web-Connect method being supported - but…. it doesn't -

    15103 15103 15103 Vanguard
    https://investor.vanguard.com/home/ 1-888-285-4563
    https://investor.vanguard.com/corporate-portal/ ACTIVE
    INVESTMENT,ACCOUNTINFO,401K&DIRECT
    INVESTMENT,401K&WEB-CONNECT

    and here is Fidelity - which does work - WITHOUT having Web-Connect supported

    07776 07776 07776 Fidelity Investments
    http://www.Fidelity.com (800) 544-7931
    http://personal.fidelity.com/misc/partners/quicken/disclaimer.shtml ACTIVE
    INVESTMENT,ACCOUNTINFO&DIRECT

  • Seeing this issue as well. Dealbreaker for trial.

  • ps56k
    ps56k Member ✭✭✭✭

    just tried at 3:30am - and it worked for Add Account for Brokerage… but missing Roth IRA -

    Also - what is different In Add Account choices between - Vanguard and Vanguard Personal Investor ?

  • ps56k
    ps56k Member ✭✭✭✭

    yeah - it did work randomly -

    and today Tues Nov 28 - 3:30pm …. NOPE again -

  • ps56k
    ps56k Member ✭✭✭✭

    and back to Quicken roulette - today Dec 1 -

This discussion has been closed.