Quicken investments not updating

24-Feb-2020 16:09

All securities held in Vanguard Brokerage Services or employer plan accounts will download into a single Quicken account whether you choose Web Connect or Direct Connect.

If prompted by Quicken, make sure to indicate that any employer plan accounts belong in Quicken's 401(k)/403(b) account registers.

You can download and export up to 18 months' worth of Vanguard transaction history into Quicken.

Vanguard cannot provide technical support for Quicken.You can download your transactions into Quicken 2014 or higher from our website using the Web Connect feature available on To download the transactions: Return to top Note: Backing out of changes in Quicken can be difficult.If you haven't downloaded your transactions before, we recommend creating a new 401(k) account register rather than using an existing account.If you are attempting to update Vanguard accounts in Quicken and are getting an error that Vanguard is no longer able to update, you may need to review Quicken for Windows 2014–2016 on how to deactivate and the reactivate your accounts.Quicken service upgrade instructions: We're upgrading our transaction download service.

Vanguard cannot provide technical support for Quicken.

You can download your transactions into Quicken 2014 or higher from our website using the Web Connect feature available on To download the transactions: Return to top Note: Backing out of changes in Quicken can be difficult.

If you haven't downloaded your transactions before, we recommend creating a new 401(k) account register rather than using an existing account.

If you are attempting to update Vanguard accounts in Quicken and are getting an error that Vanguard is no longer able to update, you may need to review Quicken for Windows 2014–2016 on how to deactivate and the reactivate your accounts.

Quicken service upgrade instructions: We're upgrading our transaction download service.

Return to top We recommend disabling online access to your accounts, then re-enabling access, to resolve these issues.