Vanguard Transactione Retrieve Error

[LungDoc]

I have also reached out to my relationship manager to address this issue. Hopefully Vanguard will be be responsive

[Mark]

Thanks LungDoc.

[surendar jeyadev]

Very interesting thread, indeed!

I only retrieve transactions a little after the end of the month to reconcile my account with Vanguard's statement. I did not have any problems downloading my November transactions in early December. This is in contrast to the experience of others who had problems earlier than I (going back to October 2024, or so).

But, I have not been able to download my December transactions for any of my three accounts. I get the following error in a pop up window:

Fund Manager Transaction Retrieve
Vanguard Server Encountered an Error

The log has the following bit in it:

<P>We're sorry. The page you requested could not be found. If you used
a bookmark or a favorite place to access this page, the link is no longer
effective. Please go to the <A HREF="http://www.vanguard.com">Vanguard homepage</A>
and navigate to the desired page.</P>

However, I have been able to soldier on by downloading the QFX files for each account and then reading them into FM.

I would also like to complain to Vanguard (the more the merrier, I guess), but am not sure who I should talk to. From Mark's earlier reply, I feel that I will be told "It works fine with Quicken" or something like that. How do I make sure that my complaint registers?

Also, downloads from Merrill and TR Price work just fine.

Any suggestions on who I need to speak to and what exactly to say to avoid getting a push off will be greatly appreciated.

Thanks.

[quercus]

Surendar, you might be interested in the link I posted earlier. The folks on the MoneyDance forum have been sharing details about their attempts to escalate this issue with Vanguard.

[surendar jeyadev]

Surendar, you might be interested in the link I posted earlier. The folks on the MoneyDance forum have been sharing details about their attempts to escalate this issue with Vanguard.

Thanks, quercus.

Used to have a personal contact person at Vanguard for ages, but they changed their policies. I think that now one has an assigned contact only if you use their money management services. So, it is going to be the long route, I guess. But, they *do* call back -- did so just this week as I had an unrelated question. So, I will give it a shot on Monday. Explaining about FM will be the difficult task, but I can say that the MoneyDance folk have similar issues. Hopefully, their complaints have made it to the database by then.

[fmuser]

...
Very interesting thread, indeed!
Any suggestions on who I need to speak to and what exactly to say to avoid getting a push off will be greatly appreciated.

I see the same symptoms you reported. Sometime last week, I used the Vanguard site to send a message to my designated "Relationship Manager" describing an issue with FundManager transaction download, and asking that their technical support folks prioritize working with Beiley Software to resolve the issue. He responded that he forwarded the request and "submitted a case" to the Vanguard IT team (also promising to get back to me when he heard more).

[CGB]

Hi,
I have same problem also.
Please post when solved.
Thank you.
CGB

[Mark]

Unfortunately we haven't been able to resolve the issue yet. We've tried everything we can think of, but Vanguard's OFX server is returning a 302 Security Redirect to a valid OFX request from Fund Manager. Unfortunately we have not been able to talk with anyone from Vanguard about this yet despite several support tickets submitted. Until this does get resolved, you can download/import with these instructions:

Go to the "Download Center" on Vanguard's website. On the "Activity" tab along top there is a link to "Download center" in the upper/right of that page. For the download format, choose the "Quicken" format. Choose the date range and select the desired accounts. It will download to a .QFX file, which you can then import in Fund Manager with "File / Import / Transactions / Open Financial Exchange (*.OFX, *.QFX)". Select the file you downloaded, for all dates, all accounts, and make sure it is set to import into FM portfolio "With Matching Account Number as OFX Account". Usually you would leave on the option to skip transactions already in FM, and create new investments as needed.

[Houstonwb]

I have this problem too and will reach out to Vanguard as well.

[Cole]

Hi Mark,

Just spoke with someone as Vanguard Advisor Services. They suggested to check the API Connector? Not sure what they are referring, just something they mentioned.

Regards,

Cole

[Mark]

Hi Cole,

I'm not sure what that is either. The problem is with Vanguard's Open Financial Exchange (OFX) server. It is returning an error code (302 Security Redirect) when receiving what we believe is a valid OFX request.

[Houstonwb]

I have this problem too and will reach out to Vanguard as well.

[fmuser]

I got this "pound sand" reply from Vanguard today:

Thank you for reporting this issue to the Research team. While the situation may not be ideal, the system is working as designed. As Vanguard modernizes our systems and continues to increase security to protect our clients, many third party software programs that were compatible with our system previously will no longer be compatible.

Vanguard has a list of approved third party software (TurboTax, Quicken, etc.) that our website is developed to work with. It's recommended that clients use approved software that is designed to work with the security of our website.

That tells me nothing about what they changed, and I'm not sure they ever responded to Beiley Software.

Vanguard is not the only brokerage in the business, and their service seems to have done nothing but go downhill in the last few years. Anybody know whether Fidelity is more responsive to customer concerns?

[Mark]

Hi fmuser,

Thanks for sharing that... At least it seems they've confirmed they've made some intentional changes. We haven't ever heard from anyone at Vanguard. It is starting to look like this won't be something we'll be able to fix.

[quercus]

Worst case, maybe Plaid as an OFX alternative? Don't know if it's easy or cheap, but it does look like Vanguard supports it. https://plaid.com/institutions/vanguard/
Plaid's trustworthiness would need to be given a close look...