Simplifi - Vanguard sync Care Code: FDP-350 (edited)

CT Saver
CT Saver Member ✭
edited September 5 in Adding and Updating Accounts

I changed my Vanguard accounts to manual.

I attempted to add Vanguard accounts back:

The process connected me to sign in to Vanguard.

…Then, I was logged into my Vanguard account website.

This process did not occur: "Quicken Simplifi will locate the account(s) associated with your User ID and Password and will display the Account Name and Type, as well as a checkbox to add or ignore each account."

Please advise. Monitoring my Vanguard accounts is an important part of my use of a budgeting tool.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @CT Saver,

    Thanks for reaching out! I can see from our side that you are receiving an FDP-350 error when trying to connect. This error typically represents an invalid or expired token. To gain a new token, you will have to revoke Quicken from accessing your bank's website, then reconnect your accounts.

    • Navigate to the bank's website, sign in, and then remove Quickens access from the bank's third-party linked apps.
    • Navigate back to Quicken Simplifi and make all of the accounts with the bank manual by following the steps here.
    • 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.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know how this goes!

    -Coach Jon

  • CT Saver
    CT Saver Member ✭

    Hi, thanks for your quick & comprehensive reply.

    To confirm:

    • Navigate to the bank's website, sign in, and then remove Quickens access from the bank's third-party linked apps. DONE
    • Navigate back to Quicken Simplifi and make all of the accounts with the bank manual by following the steps here. DONE
    • 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. THIS NOW WORKS
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here. TO CONFIRM: these instructions indicate "add new" and not "link to" — IS THAT ACCURATE?
  • Coach Jon
    Coach Jon Moderator admin

    Hello @CT Saver,

    You will want to link to your existing Quicken Simplifi accounts. If the actual Add Account flow worked in connecting, you should be good to go. Let us know!

    -Coach Jon

  • CT Saver
    CT Saver Member ✭

    It worked! Thanks

This discussion has been closed.

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