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Vanguard OFX service ongoing issue

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1. 151 Posted by Stuart Beesley ... on 15 Jan, 2025 10:42 PM

   

   Toolbox is safe. Both cleanup banking connections and force disconnect is safe. FYI. The latter option auto runs the cleanup anyway/too

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2. 152 Posted by Ben McCann on 15 Jan, 2025 10:48 PM

   

   Cleaning up the banking connections worked for me. I was able to select OFX
   for Vanguard and then successfully set it up.
   Thank you!

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3. 153 Posted by Stuart Beesley ... on 15 Jan, 2025 10:54 PM

   

   Toolbox 🧰 +1 😃

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4. 154 Posted by he on 15 Jan, 2025 11:03 PM

   

   @Stuart, I can confirm the toolbox suggestion you made did the trick. Minor point of clarification, the option is "Cleanup missing Online Banking Links". The steps I took were to: a) Disconnect Vanguard from MD+
   b) Run the Toolbox tool (update mode, Online Banking Tools, Cleanup missing...)
   c) Click on Vanguard account
   d) Click setup online banking.

   Thank you for your help.

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5. 155 Posted by jonh on 15 Jan, 2025 11:08 PM

   

   @dtd said: " I think what everyone did was indeed useful."

   I'd like to know if there is a way to message Van and say "thanks". I don't care for their message platform and I didn't see a specific choice for addressee that would be appropriate. Just wondering if someone has a suggested path to do this.

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6. 156 Posted by Stuart Beesley ... on 15 Jan, 2025 11:09 PM

   

   (I have to guess at the toolbox menu names….)

   Toolbox 🧰 +2 😃

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7. 157 Posted by buffo on 15 Jan, 2025 11:30 PM

   

   I did the Toolbox - Clean up missing online acounts, then I did the OFX setup for Vanguard. Before I did my first new OFX download I did a Reset Sync date. That way I minimized the duplicates. Thanks again to Stuart B for Toolbox!

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8. 158 Posted by Stuart Beesley ... on 15 Jan, 2025 11:51 PM

   

   Toolbox 🧰 +3 😃

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9. Support Staff 159 Posted by Jenny on 16 Jan, 2025 11:38 AM

   

   Hi all,

   I am pleased to hear that the Vanguard OFX connection is working again.

   As discussed, if you have set up Vanguard downloads with Moneydance+, you will need to remove this connection before you can use OFX Direct Connect again. To do this, you can follow the steps below.

   If you wish to cancel your Moneydance+ subscription, open Moneydance and select Online > Set Up Moneydance+. Then choose "Manage Account" at the bottom left of the window.
   Alternatively, you can email [email blocked] and we'll cancel the subscription for you.

   If you have not set up Moneydance+ downloads, your OFX downloads may simply work again without any changes. Click your account in the side bar and select Online > Download AccountName Transactions.
   If you encounter any problems, skip to step 3.

   1)
   Open Moneydance and select Online > Set Up Moneydance+.
   Select the Accounts tab.
   On the right of the Vanguard connection, you will see "Connected".
   Select this and click "Disconnect".

   2)
   You may need to use the Toolbox extension to fully remove the Moneydance+ connection. To do this, follow the steps below -

   Download the Toolbox extension via Extensions > Manage Extensions.
   Once installed, select Extensions > Toolbox.
   Enable "Update Mode" at the top of the extension window.
   Then select "MENU: Online Banking Tools".
   Choose "Cleanup Missing Online Bank Links".

   Hopefully, that will work and allow you to follow the instructions in step 3.
   If not, open the Toolbox extension again.
   Enable "Update Mode" at the top of the extension window.
   Then select "MENU: Online Banking Tools".
   Choose "Force Disconnect an MD+ Connection".

   3)
   Select your Vanguard account in the sidebar.
   Then select Online > Set Up Online Banking.
   Click the "Disable" button. If you don't see this button, close the setup window.
   Repeat these steps for any additional Vanguard accounts.

   Select your account in the sidebar again.
   Then select Online > Set Up Online Banking > Connect to OFX Service.
   Select Vanguard from the list of banks.
   Then follow the prompts to enter your login credentials and connect with your accounts.
   If needed, the steps are also outlined here, with screenshots of the setup process.

   --
   Jenny, Infinite Kind Support

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10. 160 Posted by roy on 16 Jan, 2025 02:45 PM

    

    Now that Vanguard is working again - ANY CHANCE We can get Charle Schwab to let us download again?

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11. 161 Posted by sca957 on 16 Jan, 2025 03:41 PM

    

    @Jenny - thanks for your instructions. However, I get a Disclaimer dialog box during the "Cleanup Missing Online Bank Links" step and no matter what I do, clicking OK gives me a, "User did not accept Disclaimer - no changes made". Can you say how I get around this? I tried changing the No to Yes, but that didn't help.

    Never mind, typing IAGREE without a space did the trick.

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12. 162 Posted by sth on 16 Jan, 2025 04:18 PM

    

    Vanguard is supporting OFX again! It seems that a number of protesting folks make a difference!

    @roy, Though a number of us complained to Schwab they stuck to their position. So success is not guaranteed but the cost of trying is low. It is now too late to convince Schwab to go back on that decision.

    And yes you will get duplicate transactions again as you move back from MD+ to OFX. It seems that they use different ID numbering scheme. Since it has been a month since they dropped OFX it is not too bad to cleanup.

    -Scott

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13. 163 Posted by Stuart Beesley ... on 16 Jan, 2025 05:55 PM

    

    yup - it says "type IAGREE" and that's what you have to type.... 😉

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14. 164 Posted by Tim on 17 Jan, 2025 03:32 PM

    

    I just want to add that I think the fact that several / many of us who directly contacted VANGUARD likely made the difference. The OFX function is working perfectly again.

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15. 165 Posted by sca957 on 17 Jan, 2025 10:04 PM

    

    Can anyone say if going from OFX > Moneydance+ > OFX has any implications on restoring from the original OFX backups?

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16. 166 Posted by david.d on 17 Jan, 2025 10:23 PM

    

    I didn’t bother restoring from backup, just deleted the MD+ transactions and re-synced. Seemed easier.

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17. 167 Posted by Babo on 20 Jan, 2025 09:03 PM

    

    I'm a bit behind everyone, just discovering today Vanguard's reversal. Direct Connect is working for me now just fine, even though earlier today I subscribed to MD+ and began the setup via Plaid.

    Thanks to everyone who contributed here. I am due to speak to a Vanguard rep later this week and will mention how pleased MD users are at the reversal and encourage Vanguard to maintain OFX. Thanks again to all.

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18. 168 Posted by bheck11 on 08 Feb, 2025 04:54 PM

    

    Just to make life interesting, another glitch and the solution for those who had given up on QFX and added Vanguard to MD+:

    After QFX was restored, I kept getting messages from MD+ that the Vanguard connection had "expired" (sorry, I didn't record down the exact wording). MD+ wanted me to re-authorize the connection and started a process to do that -- but that process failed after I entered my Vanguard logon credentials. This happened several times over the course of several days.

    Following the instructions posted by Jenny (see above), I tried to set up online banking for a Vanguard account, but that just took me directly to MD+ which wanted me to reauthorize.....

    I also could not disconnect any Vanguard accounts individually because the accounts were not listed on the MD+ accounts page because MD+ needed me to reauthorize....

    Finally, on the MD+ accounts page, I just hit the REFRESH button off to the right of "Vanguard". Voila! No re-authorization needed after all. I subsequently followed Jenny's directions for disconnecting MD+ for Vanguard accounts (and yes, I did need to use the Toolbox extension to clean up the dead connections) and re-established the direct (QFX) connections.

    Hope that helps anyone in the same situation.

    EDIT: I forgot to mention that I never did go back to MD+ to see if I could make it work again for my Vanguard accounts after all this messing around! So long as the Direct Connect method is working, that's what I'll use. (But I do need MD+ anyway for my bank.)

    Also, if I ever happen to meet Stuart Beesley (developer of the Toolbox extension), I'm buying the first round....

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19. 169 Posted by Stuart Beesley ... on 08 Feb, 2025 05:02 PM

    

    Toolbox 🧰 +1 😃

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20. 170 Posted by dtd on 12 Feb, 2025 10:09 PM

    

    .
    .
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    .
    .
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    VANGUARD OFX BROKEN AGAIN!

    Same error as before - redirecting to a non secure server. Seems like Vanguard has reversed their reversal. It could be a reversal glitch, but I doubt it.

    MD+ is still working for Vanguard.

    We may be back at the starting point again. Sigh.

    Note: this has NOTHING to do with the 5219 update today. Vanguard OFX no longer works on any version of Moneydance (again).

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21. 171 Posted by dtd on 12 Feb, 2025 10:15 PM

    

    .

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22. 172 Posted by dtd on 12 Feb, 2025 10:21 PM

    

    initially reported by liz.genter, verified by dtd - stopped working 2/12/2025

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23. 173 Posted by jonh on 12 Feb, 2025 11:37 PM

    

    Thanks, broken here to. I happened to download .ofx last night for my RMD accounts and it worked then. Also, I'm still using build 5172 confirming that this problem has nothing to do with 5219.

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24. 174 Posted by sth on 13 Feb, 2025 12:27 AM

    

    It is true.... I am traveling but Vanguard needs to be informed that whatever fix they did had a code reversion. I am traveling and probably won't get to it until next week, but someone with a problem ticket number call and refer to that as the issue again.

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25. 175 Posted by dtd on 13 Feb, 2025 12:59 AM

    

    Someone with interest in pursuing could also sift through the last six pages and find a ticket number that was posted.

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26. 176 Posted by dwg on 13 Feb, 2025 01:20 AM

    

    There are ticket numbers in the posts:

    https://infinitekind.tenderapp.com/discussions/online-banking/1250212-vanguard-download-error-securityexception-server-sent-redirect-from-a-secure-connection-to-a-non-secure-connection/page/3#comment_63131672

    https://infinitekind.tenderapp.com/discussions/online-banking/1250212-vanguard-download-error-securityexception-server-sent-redirect-from-a-secure-connection-to-a-non-secure-connection/page/3#comment_63148802

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27. 177 Posted by Tim on 13 Feb, 2025 04:47 PM

    

    Well this just plain sux, again ... I have submitted a MESSAGE to them. Will likely have to call them and escalate again to their IT dept. I suggest we all do the same.

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28. 178 Posted by whitedavidp on 13 Feb, 2025 06:56 PM

    

    Cripes! How did you "message" them? Thanks

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29. 179 Posted by Tim on 13 Feb, 2025 07:02 PM

    

    There's an option under MESSAGES to SEND MSG. (In the VANGUARD.COM site)

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30. 180 Posted by whitedavidp on 13 Feb, 2025 07:13 PM

    

    Thanks Tim. That makes total sense. However, when I login and go to messages, there is no send msg option shown. There is a chat button. But when I tried that last time I got 100% nowhere. And the Sent Messages folder is 100% empty. Same in Chrome as well as Firefox. So at least for me, it seems I can either chat or call (again). Best

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