Vanguard and OL-362-A errors when downloading?

Posted by Andrew on May 13, 2009, 7:24 pm

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Starting this AM, I can't download account info to any of my Vanguard
Accounts. Received at OL-362-A error, and the 'fix' according to Q website
is to disconnect the account from Direct Connect, and download from the FI
website. Did that, brought up some transactions very old (already in the
register). When I then went again trying to use OSU, still get a OL-362-A.
When I then disassociated the account and reactivated, Q tells me to create
a new account or drop down the list and select an existing which I do.

But OL-362-A still occurs. I've run out of options short of calling
Vanguard which I'll do if I don't get any good advice here.

Anyone else see this?

I know that Vanguard just dropped the clearing agent Pershing, but these
accounts are ALL of the Vanguards, including Mutual Funds that have nothing
to do with Pershing as the clearing agent for the equity accounts.

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by Andrew on May 13, 2009, 7:54 pm

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Andrew wrote:

> Starting this AM, I can't download account info to any of my Vanguard

> Accounts. Received at OL-362-A error, and the 'fix' according to Q

> website is to disconnect the account from Direct Connect, and

> download from the FI website. Did that, brought up some transactions

> very old (already in the register). When I then went again trying to

> use OSU, still get a OL-362-A. When I then disassociated the account

> and reactivated, Q tells me to create a new account or drop down the

> list and select an existing which I do.

> But OL-362-A still occurs. I've run out of options short of calling

> Vanguard which I'll do if I don't get any good advice here.

> Anyone else see this?

> I know that Vanguard just dropped the clearing agent Pershing, but

> these accounts are ALL of the Vanguards, including Mutual Funds that

> have nothing to do with Pershing as the clearing agent for the equity

> accounts.

I see when doing a Google
http://www.quickencommunity.com/webx?14@@.59b7867d/1 that it's not just me
with Vanguard. Three others have the same problem starting today as well.

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by John Pollard on May 13, 2009, 8:34 pm

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Andrew wrote:

> Andrew wrote:

>> Starting this AM, I can't download account info to any of my Vanguard

>> Accounts. Received at OL-362-A error, and the 'fix' according to Q

>> website is to disconnect the account from Direct Connect, and

>> download from the FI website. Did that, brought up some transactions

>> very old (already in the register). When I then went again trying to

>> use OSU, still get a OL-362-A. When I then disassociated the account

>> and reactivated, Q tells me to create a new account or drop down the

>> list and select an existing which I do.

>> But OL-362-A still occurs. I've run out of options short of calling

>> Vanguard which I'll do if I don't get any good advice here.

>> Anyone else see this?

>> I know that Vanguard just dropped the clearing agent Pershing, but

>> these accounts are ALL of the Vanguards, including Mutual Funds that

>> have nothing to do with Pershing as the clearing agent for the equity

>> accounts.

> I see when doing a Google

> http://www.quickencommunity.com/webx?14@@.59b7867d/1 that it's not

> just me with Vanguard. Three others have the same problem starting

> today as well.

Vanguard implied they were the cause of the problem and said to do a Web
Connect download to the account(s) and that would put things back to
normal.

I have about 7 accounts there and wasn't crazy about the "solution"; so
I'm waiting to see if something better turns up ... or I have more time to
mess around with it.

--

John Pollard

Posted by Andrew on May 13, 2009, 9:16 pm

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John Pollard wrote:

> Vanguard implied they were the cause of the problem and said to do a

> Web Connect download to the account(s) and that would put things back

> to normal.

Hi John - I tried that in my daughter's account (she only has one Vanguard
account) and that seemed to work when I did that, but afterwards when trying
to do it via a Direct Connect, same problem occurred (OL - whatever). That
was, in fact, when I downloaded some of the older transactions that I had to
manually delete except for the ones around 4/30.

I'd be interested in hearing if you bite the bullet and try it on your
account(s)! I am not convinced that fix works....

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by ps56k on May 13, 2009, 11:42 pm

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> Andrew wrote:

>> Andrew wrote:

>>> Starting this AM, I can't download account info to any of my Vanguard

>>> Accounts. Received at OL-362-A error, and the 'fix' according to Q

>>> website is to disconnect the account from Direct Connect, and

>>> download from the FI website. Did that, brought up some transactions

>>> very old (already in the register). When I then went again trying to

>>> use OSU, still get a OL-362-A. When I then disassociated the account

>>> and reactivated, Q tells me to create a new account or drop down the

>>> list and select an existing which I do.

>>> But OL-362-A still occurs. I've run out of options short of calling

>>> Vanguard which I'll do if I don't get any good advice here.

>>>

>>> Anyone else see this?

>>>

>>> I know that Vanguard just dropped the clearing agent Pershing, but

>>> these accounts are ALL of the Vanguards, including Mutual Funds that

>>> have nothing to do with Pershing as the clearing agent for the equity

>>> accounts.

>> I see when doing a Google

>> http://www.quickencommunity.com/webx?14@@.59b7867d/1 that it's not

>> just me with Vanguard. Three others have the same problem starting

>> today as well.

> Vanguard implied they were the cause of the problem and said to do a Web

> Connect download to the account(s) and that would put things back to

> normal.

> I have about 7 accounts there and wasn't crazy about the "solution"; so

> I'm waiting to see if something better turns up ... or I have more time to

> mess around with it.

just went to my random (when I think of it) update, using Q2009,
and found that my Vanguard accounts failed to update.

Tried again - failed -
Q2009 said I was trying to download an account that I didn't have setup in
Quicken

OK.... logged into my Vanguard account, all looks ok.
tried a Web Connect download directly from within Vanguard.
It too fails to find the corresponding existing Vanguard account in Q2009.

will wait...