Re: Quicken and Vanguard

On 3/6/2025 8:01 AM, Andrew wrote:
> 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.
> 

Yes, I received that pop-up also. I do have a Vanguard brokerage account 
that I opened a few months ago.

Hopefully they'll be able to get it fixed soon. I was beginning to 
wonder if they had just decided to stop offering a Direct Connect 
connection, but based on what you're saying, thankfully that's not the case.

I have very few transactions, so I've just been entering them manually 
for now.