Issue connecting two logins with Vanguard (edited)
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I wish Simplifi fixed bugs as urgently as they police this community.
When will this be fixed? Enough is enough.
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My two Vanguard accounts that I had in Simplifi for at least a year now kept disconnecting. I finally sat down to try and resolve it, and now things are far, far worse. I am experiencing the same problem everyone else is: Simplifi will not keep the two Vanguard accounts separate. No matter what incantation I try – clearing cookies, using the website, using the app – it fails in some way. When I link the second account, it merges all of them into the first and disconnects the first.
As of now, there appears to be now way to get a full picture of our retirement accounts in Simplifi because of this regression, and it is a regression. We had two Vanguard accounts in Simplifi for a very long time without any problems.
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same issue. Can’t have both Vanguard accounts, disconnects the other one. Tried connecting one from the app and the other from a separate computer browser.
Update: got the work around to work. using vanguard small business for one account, on a separate device. Now they show up as separate accounts (Vanguard for one, Vanguard Small Business for the other)
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Thanks for the update to your post, @t975! I used to actually have a Vanguard Small Business account, so I had presumed it was as separate in Simplifi as it was with Vanguard back when I had it. I do not currently have a Vanguard Small Business account, but I was able to sign in to one of my Vanguard accounts using that institution and the other using the standard Vanguard option. In case a visual helps anyone else, this is what is working as of this precise moment. Who knows when it might break? LOL
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I'm also running into this issue. My spouse and I each have Vanguard accounts, and only one of these connections are successful. I tried the workaround above (i.e. setup one account using a Vanguard Small Business and the other with the regular "Vanguard"), but this doesn't work. @Coach Natalie @Coach Jon given so many users are facing this issue, please help prioritize a fix ASAP.
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It is the year 30XX. My name is John Titor. I am a time traveling interloper sent back to inform those on this thread that this issue has not been fixed.
In my time we have mastered temporal displacement and dual positive singularities, but the ability to have two accounts with different logins has proven too much for our brightest minds. I fear this will be the downfall of our existence.10 -
@DaddyWaggles Are they still investigating the issue in 30xx? Or is the investigation complete?
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@rahul I went ahead and traveled to the far future of 40XX to see if I could bring back the technology to solve this issue and the human race. Humanity is long erased. Only remnants and shadows of a bygone era remain.
We have been forsaken.
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@DaddyWaggles Love your attention to the details!! It even says Vanguard! and the Simplifi colors! Dall-e or Gemini?
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I've followed this conversation with great interest and am sorry it still doesn't work for y'all. Years ago when my wife opened her Roth IRA, I purposefully didn't use Fidelity (my investment firm) just to avoid these kind of issues and separate logins with Microsoft Money. She uses Schwab. Which is good given the myriad problems we have with Fidelity downloads, updating holdings and cash management accounts. I know Schwab works well though I don't know if it does with cash management accounts — these have been a headache for many users on here.
I know it's a bit of a problem but have y'all considered moving one of the accounts to another firm. You can keep the same holdings even the same account in Simplifi just by going manual and connecting it. A lot of companies let you do the switch online by filling out information and then proving your identity.
Just an idea.
Years ago when I was starting with Microsoft Money, my bank AmSouth (now Regions) was stubborn in supporting some clunky software of their own so I moved to Compass Bank (now part of PNC, I think). I no longer use either. LOL
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)-2 -
I think there are problems beyond the technical issues.
-If you're logging in as more than one user, perhaps the other user should have a separate simplifi subscription, and link it (optionally) with "Shared Spaces".
In other words, if someone else's data is there, they should track it separately under another account where they control access.
This serves two purposes:
-Security (the person, whose account the second account is, is in control of their data)
-Money (the people who maintain simplifi make more money)
-Rob
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Rob W.
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If Simplifi was designed for a single person (not household finances) and had intentionally limited people to a single account per institution, that would be one thing. As it stands, it doesn’t work like that, isn’t marketed like that, and they would lose a lot of paying customers (and prevent a lot of new customers from signing up) if they choose to go that route.
I had two Vanguard accounts in Simplifi for years. This bug is a regression.
Why they haven’t fixed it is anyone’s guess, but I am still signed in to multiple accounts at American Express, Chase, and more. It is not a limitation of the platform or (thus far) a strategic decision to juice their subscription revenue. If and when that changes, people will vote with their dollars. In the meantime, they ought to fix the bug. People shouldn’t be considering paying them more money to work around a bug they have let languish for this long. If anything, people should be considering switching to a competitor that doesn’t have this bug and is perhaps more responsive when bug like this arise. I’ll leave the investigation of that as an exercise for the reader.Personally, I tried a lot of alternatives when Mint was shutting down. I hope I don’t have to switch. I don’t want to. But it would make a lot more sense to switch personal finance software than move all my funds from one financial institution to another or pay more for personal finance software that has been frustrating me.
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@Coach Natalie @Coach Jon @Coach Kristina OK, this issue has gone on for far, far, too long. Be honest with us — is it ever going to get fixed? Talk to your engineers. Give us a timeframe.
I have been doing commercial software for 35 years and I've never seen an issue with this big of an impact get actual radio silence from the product team.
No way this product is worth the $79 or whatever if the basic functionality with one of the biggest financial institutions in the country doesn't work.
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Agreed with Jeff C. This issue has gone on for months with no updates or resolution.
I may put up with this on a free service but as a paying subscriber the radio silence is concerning and will go into my decision to renew in December.
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Hello everyone,
I can understand how frustrating this issue must be. Please remember 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.
Thank you for your continued patience.
-Coach Jon
-Coach Jon
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@Coach Jon Has the issue been escalated only now or 5-6 months ago?
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What is the problem?
Vanguard does not allow dual access?
Simplifi cannot solve the technical problem?
Simplifi has determined the cost to implement the solution is not feasible?
I would rather know what the issue is rather than a vague "it has been escalated and we will get back to you" response.
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@ThisIsNotMe Were you able to move your data over to the new provider? My subscription ends in 2 weeks and I have to go through the same exercise.
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[removed - no soliciting]
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As a rule, solicitation is not allowed in the forums. In other words, no advertising for competitors on -this- site. There are plenty of other ways to locate and discuss competitors, but Quicken pays for this forum, so advertising a competitor is disallowed.
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Rob W.
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@RobWilk You certainly came across as a moderator in your previous post. So I completely understand where @Jeff C was coming from.
I have a slight disagreement with your position as well. It is the consumers like us that are funding quicken, which allows them to host this forum. So ultimately it's the consumers that are funding the forum. And if Quicken has decided to abandon a segment of their paying customers — which is their choice to make — those customers can definitely seek the opinions of those who have invested the time to choose an alternative on this forum, that they have paid for.
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I assist the moderators by flagging posts, but I am not a moderator.
IMHO, if another app is better for you, use it. There are many ways to find other apps, same way you found this app.
More often, I found, switching apps usually reasulted in me maintianing multiple financial software subscriptions in the past. There may have been an issue with software a, but while i had already prepaid for a year of software a, I switch to software b only to find it either doesn't do what I want or has a separate set of bugs, and before I knew it I was trying software c, repeat ad nauseum until I'm back to software a again. Each platform has its pluses and minuses.
You don't walk into mcdonald's and hang burger king signs on the wall and expect them to stay there. You can say "but i paid for my cheeseburger, i have a right to put it there" - no matter what you say, the burger king ad won't stay up. Same idea here.
-Rob
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Rob W.
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Nobody at McDonald's will stop you from saying you prefer the Burger King down the street.
Of course, Quicken is free to moderate this forum as they see fit. Do they want happy customers or quiet ones? The optics of their decision are theirs to live with.
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There's a difference between saying and posting. Frankly, I could care less one way or the other, I just know some of the rules of the forum and felt like sharing. Makes no difference to me how you feel about the rules or the company.
Regradless, I'm going to stop talking about this, I think enough has been said.
-Rob
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Rob W.
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In case it helps, there is a reddit for Quicken Simplifi where people regularly post information about and comparisons to other financial apps — https://www.reddit.com/r/simplifimoney/
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)2 -
Hello @Jeff C,
I am back with an update from our product team on this issue. They would like to schedule a debugging session to perform more advanced troubleshooting for this issue. We will need the following information:
- Confirm that the email address and phone number listed on your Quicken Simplifi Account are your best contact info.
- Provide your general availability over the next few weeks, and please also include your time zone with this.
I look forward to hearing back from you!
-Coach Jon
-Coach Jon
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@Coach Jon My email in my profile is correct. Please reach out via email and I'll set something up. I am in the Eastern timezone.
However… months (!!) ago I sent in videos of my experience. Those should still be available, I would hope. Not sure how much more information other than those I can provide. But looking forward to working with you.
I'd also recommend reaching out to others in this thread that have the same issue.
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Hello @Jeff C,
Thanks for the reply! Once we set up the debugging session request from our side, a member of the product team should reach out via email to schedule your session. We will still need to know your general availability over the next few weeks, however, so please reply back with that information for us!
-Coach Jon
-Coach Jon
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