I am having the same issues as @richl. Any ideas?
Yes, it took a few tries, and I did get the odd jiggle. But it eventually worked.
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From what I can tell, it just takes several tries to get it to work and also may require that you are not on a VPN, use an incognito browser session and/or clear Vanguard cookies from your browser.
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I’ll try this and report back. When does the old way go away?
I’m experiencing an issue transitioning my Vanguard account to open banking with Tiller, similar to what @richl and @mattpfeif9 have reported. Despite trying between 30 and 80 times since the initial rollout, including several attempts this morning, I haven’t been successful.
I have tried in a completely new browser session that has all third party cookies enabled (per the instructions available in the “Updating open banking enabled connections” article). I am not using non-standard DNS servers nor am I using a VPN. I have also shared a screencast of how the issue directly with your support team over Intercom.
Additionally @richl, based on the email I received, the old connection method was discontinued on February 20th:
Please note: we will be transitioning every Vanguard account to open banking in the next 8 days. If you do not upgrade your connections by February 20th your automated refreshes will be paused until you complete the upgrade.
Would it be possible to allow the non-open banking connection to continue functioning for those of us experiencing this issue? This would enable us to keep receiving account updates while until this issue is resolved. Thank you for monitoring this thread and the replies so far Heather!
I’m having similar issues to everyone else. But my question is: If I “remove” my vanguard connection, to start from fresh, am I going to lose all my previous data or have issues lining up the same accounts on my spreadsheet after?
I went back and tried following all of hte suggestions and did it several times in a row but… No Luck, I am getting stuck at the spinning screen, I posted before
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Thanks for confirming. At this point the team is handling it as a known issue and handling on a case by case basis since sometimes the recommended steps are working because we have quite a few users who have reported it and we’re escalating to Yodlee to address.
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Here are all of the suggestions and tips that have worked for other customers:
We recommend that you close out the window and try again back to back.
It might also be necessary to click the “Enroll” button a few extra times in a row in order for it to register. By this I mean click it 4+ times in a single attempt.
You can also try using another browser, a private browser, or enabling 3rd party cookies for Tiller. Some customers specifically found success in Safari and Edge.
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Ok, I went back and tried it again. After logging into Vanguard and hitting Enroll it took me to the spinning wheel again, However, I clicked continue and went back re-clicked Enroll again and this time it went through and downloaded my data. Super odd behavior but at least it is working
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I agree, odd and definitely not ideal.
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From past experience with refreshing Vanguard access, they do not allow certain actions while the U.S. stock market is in session, which is 9:30 AM to 4:00 PM New York time, Monday through Friday. Try doing the refresh outside those hours.
I did the same thing, I think I ended up doing the loop approximately four or five times and it started working. This is a confusing bug! Overall my connection to Vanguard now seems to be working well now. I’ve attempted to refresh the connection and that seems to be working well too.
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I’ve yet to get this to work. I’ve attempted this 5 to 10+ separate times per day for about a week; each time doing the immediate back-to-back loop many, many times for each of those attempts. The behavior has changed slightly in the last day in that now:
- Enroll button the Vanguard page no longer jiggles. It has the visual appearance of a regular, successful submit. Otherwise, though, it still just does the loop.
- In one case, there was a detailed error message that displayed in a pop-up. The heading was “technical error” with a fair bit of detail. It was displayed so briefly that I’ll I successfully read was the heading.
What is the Tiller-Yodlee-Vanguard defined flow (set of steps and what’s displayed) supposed to be?
I didn’t have an issue upgrading. I wonder if the time you update the connection matters, as it did for refreshing the feed manually?
I just had the same experience (click Enroll in the Vanguard page → takes me to Tiller spinning wheel → click Continue → clicked Enroll again…and it worked). The Enroll button was no longer jiggling. This process had failed numerous times over the past few weeks, just like for everyone else. I’m using Chrome and I didn’t have to do anything special (like clearing cache, clearing cookies, incognito mode, etc).
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I had the same problem where upgrading to the new feed failed with the Enroll button doing a “jiggle”. I tried just about everything on the list at Updating open banking enabled connections | Tiller Help Center Incognito mode, a different browser (Safari, Firefox, Chrome), a different computer (Linux vs Mac), disabling extensions, allowing 3rd-party cookies, trying over multiple days at different times of the day: none of them made any difference. I even tried removing the old feed and adding Vanguard as a new account: same problem with the Enroll step failing with the button jiggling and the window closing on its own.
I tried again a week later and had the same failure, in Incognito or regular. Finally I tried changing my password at Vanguard: and that did it. After changing the password, when I added the Vanguard account to Tiller the Enroll button worked (in regular non-Incognito mode).
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Have tried all of the tips on here, clear cache, different computer, different browser (Chrome, Firefox, Vivaldi, DuckDuckGo, Safari), changed Vanguard password, click Enroll a whole bunch….no effect. This was the primary reason I left YNAB, there was just too much “maintenance” of the bank links.
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I’ve continued attempting this 10+ separate times a day for the last couple of days; each time doing the back-to-back loop numerous times. I tried the user suggestion of changing my Vanguard password. This is still not working.
What is the Tiller-Yodlee-Vanguard defined flow (set of steps and what’s displayed) supposed to be?
What is the official update from Yodlee?
I was able to get my Vanguard connection setup this morning. In the past I had better success trying to force updates with Vanguard in the morning (Eastern time zone). My theory was that they were rate limiting updates, so if I got in before they hit the limit for the day then I could get a refresh. So I tried re-adding my Vanguard connection (after having previously removed it to see if that helped getting the new connection to work) a little after 9 AM Eastern today from a Windows machine running the latest version of Edge. My first try followed the same pattern that people have described above, just stalling on the window that states “Securely transferring you from Tiller To Vanguard…”. I pulled up a tab in the same window to look at Vanguard since I was trying to answer an asset allocation question. I looked at account balances to answer that question and then came back to the Tiller page, still the same window just spinning. I clicked Continue to make it retry, got the Vanguard page with the Enroll button, checked the box, clicked Enroll and I was dropped back to the same “Securely transferring you from Tiller to Vanguard” window with the spinning wheel. But this time, after a second or two, the page refreshed and I saw a new version of that window:
Note that now the text indicates that there was actually some sort of communication that happened between Tiller and Vanguard. I don’t think that anything I did made it work this time, but I figured I would share that if you’re trying to setup the connection and you don’t get the screenshot I posted within a few seconds of clicking the enroll button on Vanguard’s site that it probably won’t work. But if you do see that message then you are one of the lucky few who was able to add Vanguard with the new connection.
I have not cleared cache or deleted cookies at any point while I’ve been trying to get the connection updated.