Re: Quicken and Vanguard

On 2/26/2025 10:00 AM, Andrew wrote:
> On 2/26/2025 9:06 AM, Zaidy036 wrote:
>> On 2/26/2025 8:45 AM, Andrew wrote:
>>> The Quicken Community forum is ablaze with discussion about Vanguard 
>>> not being able to have transactions downloaded since last Friday.  
>>> I'm surprised (and that's all I'm saying here) that no one in this NG 
>>> has mentioned this.
>>
>> The new brokerage accounts are not being accessed by Quicken and 
>> currently one can only download a data file direct from the web site.
> Yes, apparently Vanguard broke the OSU connection protocols and now OSU 
> no longer works. At least they've admitted its their issue.
> 
> Since I am not a frequent trader, I am not going to worry about trying 
> to download an OFX file (or whatever the workaround is) given that 
> duplicates might occur and the validation of my files will be a royal 
> PITA when the real fix occurs.  I'll live with this for a bit.
> 

Issue still unresolved.  But as of yesterday, there was a pop-up on when 
starting Q acknowledging that Vanguard owns this issue and it is being 
worked on. Seems like Vanguard was relying on a 3rd party to provide the 
connection services.  I don't know if every Q user received the pop up, 
or only those that Q knows have accounts at Vanguard.

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Regards -

- Andrew