Has anyone successfully converted their Vanguard data feed to the new option?
I’ve been trying for about a week now and the workflow to set this up just does not work for me. In following the steps including accepting the terms, the Enroll button never works. It does an odd jiggle and then the same Tiller page loads as what shows as the start of the process.
Although I was told that my Vanguard feed would continue to work until the issue is resolved, it does not. There are so many issues with my bank feed data with various institutions that I do more manual entry and correction than there is actual bank feeds that are working. Previously, Vanguard was one of the few institutions that was working reliably for me.
The new Vanguard open banking feed works perfectly for me, but I started it fresh and so didn’t use the conversion flow.
So, one option might be to delete your Vanguard connection and re-add it fresh, but of course that’ll mean you’ll need to delete some of the initial duplicated transactions and likely update the Accounts sheet to the new stuff.
I am having the exact same issue even after going through a new Chrome profile with no extensions. Has anyone been able to successfully convert to the new feed?
UPDATE : 2 mins later (after a week of trying) it started working. Not sure what changed but I logged into Vanguard in a different browser tab, closed it, and then went back to tiller and it started working.
Thank you Sunjeev. I’m using MS-Excel with the latest Tiller add-in. I’ll continue to give this some time and hope that my issue resolves as your’s did. I’ve tried different browsers (Safari, Chrome) and even different computers; though no success yet.
I don’t want to just end up creating an entirely new set of all of my Vanguard accounts as that discontinuity with accounts in Tiller creates then an issue I need to address with my own worksheets beyond Tiller.
@msmiller I also experienced this when trying to update my connection for Vanugard. Doing it in an incognito browser twice in a row seemed to make it work? Perhaps clearing cookies specific to vanguard would help too, but I didn’t try that.
I’ve tried clearing cookies, etc. The approach of using a completely different computer (never used with Tiller) was my extreme option of starting completely from scratch with a fresh machine. I’ve tried from two separate macOS systems one of which had never been used with Tiller, iPad OS, and MS-Windows (again, never previously used with Tiller in any way). I’ve also tried across all these systems using different browsers. In my case, this is not a cache or cookie related issue.
There seems to be an issue on the Vanguard site (for whatever reason) with the last step of the enrollment and the confirmation/transition back to Tiller. Typically, a jitter/wiggle with a button (in this case “Enroll”) is an indication of an invalid action. It’s happening on the Vanguard site, but my guess is that the integration (the parameters being passed to Vanguard) is what is likely causing the issue. It’s completely unclear whether that originates with Tiller or is based on something from Yodlee. Regardless, it is not working.
The error management is lacking, so as a user (and as a vendor) there is no info to go on.
My Vanguard account is an involved one with a fair number of different sub-account types. I’m finding that Tiller/Yodlee behavior with involved or complex accounts has significant issues. You’ve kindly attempted to help me with some of the significant issues I’ve had with Fidelity (similar involved account). These Fidelity issues have also yet to be resolved (e.g. duplicate entries, zero value balances reported in some cases where there are significant balances, etc). Duplicate entries happen with, per your update to me, a manual account refresh when an automatic refresh has recently occurred. I think the issue is more involved and nuanced than that as the balance differences are sometimes off not by a day or so, but by weeks. In other cases, the balance differences are between “0” and the correct amount; in situations where there has not been a “0” balance in that account for decades.
I’m not sure if the error trapping and management issue is with Yodlee or with Tiller or both, but … from my perspective … that is a contributing cause to the types of issues I’m experiencing across multiple account types.
Tiller is a wonderful idea and offering. I’m fine with working through some manual steps as you all sort through what is needed to get to reliable institutional data feeds. Significant work is needed.
Vanguard open banking conversion failed for me. I got a little red ‘repair’ button. Repair just hung. I tried removing all Vanguard accounts and re-adding as suggested. The add account just hangs. So I guess no new Vanguard data now. I give up.
Thanks for the suggestion. I just tried in a Safari private window-adding Vanguard back still failed. Some component labeled it a ‘Technical error at Vanguard’ (‘We are unable to link your account because the flow at the bank site was incomplete due to inactivity. Please try again later.’)
I hadn’t tried in an incognito window, so I did, and it failed. As I type I am trying a second time in the same incognito window as Heather mentioned in a post.
Thanks for the suggestion.
When I try to convert to the new Vanguard. I am able to get to th vanguard login and then click the authorize button. However, it just stays on this screen. Any thoughts?
hey @richl are you seeing the other pop up where you also go through the authentication with Vanguard and then eventually click “enroll” or you’re not even seeing that separate pop up? If you’re not seeing the pop up just be sure that your browser is set to allow popups. Trying in incognito or clearing the cookies for Vanguard specifically can also help sometimes.
We’re not super happy with the transition thus far and think Yodlee rushed it because Vanguard wants to turn off the screen scraping version this week.
This is the same behavior as what I am seeing. The point I’d add, which I included above, is that on the Vanguard page the “Enroll” button is not actually active. In my case, at least, I’m not able to successful click “Enroll” for what I would take to be a successful submit. Here is what I see:
Initial page after selecting “Edit Credentials” for Vanguard:
If I click Continue on the above page, it just takes me back to the grant access page (#2 above). It’s an endless loop. If I don’t click Continue and just let the page spin, it eventually just times out.
At least in my case, this is not a cache, cookie, browser, OS, or computer dependent issue. I’ve tried this flow with Chrome, Safari, FireFox and Edge including in “incognito” mode. I’ve tried on multiple macOS systems including one system that had never logged into Tiller. I’ve tried on two separate MS-Windows systems, neither of which had ever even logged into Tiller.
I see no reason why the worksheet app (Google vs. Microsoft) add-in used would make a difference, but I am using MS-Excel exclusively. I have a very large (pre-Tiller) data set that spans 10+ years. It works great in MS-Excel, while Google Sheets just chokes on it.
This new option for Vanguard is not working. Please, Tiller, stop sending me emails reminding me to move to the new option.
My speculation:
The jiggle/wiggle is an indication of an unaccepted submit attempt due to invalid or incomplete parameters
There is not the needed error handling in place to trap this error (Yodlee/Tiller/Vanguard or perhaps some combo), but the resulting error just bounces this back to the Tiller page above.
