Can't connect Vanguard accounts

Poor
Poor Member ✭
edited November 21 in Adding and Updating Accounts

Any word on fixing the connection issue with Vanguard? I have had my Vanguard accounts in my Quicken for years but a week ago they were not updating. I followed the advice here of re-connecting the VAnguard account - but now all of my Vanguard balances are zero and Quicken won't reconnect the account. I have tried during off hours as well. How do we resolve this?

Thanks

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Poor,

    Thanks for reaching out! Are you receiving an error of any type when trying to connect within Quicken Simplifi? I ask because from our aide, I cannot see that you are receiving one. Please let us know!

    Additionally, this may be due to 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 Quicken's 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.

    -Coach Jon

  • Poor
    Poor Member ✭

    Ok, will try that. Thanks for your guidance

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