Re: Quicken and Vanguard

On 3/7/2025 4:17 PM, tmp6986 wrote:
> 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.

The Vanguard Direct Connect connection is now working again. I 
downloaded successfully this morning to my brokerage account. Good to see!

I see that others have reported the same thing in the Quicken Community 
forum.