After many tries over about 25 days, I was successful in completing the connection between Tiller > Yodlee > Vanguard. But, the real story is about Tiller Customer Support.
The Vanguard conversion process was frustrating but, in my opinion, Tiller support was very good considering the dependency on a 3rd party, Yodlee. Over the course of 25 days, they were proactive in getting back to me several times to see if I was still unable to connect.
Each time, they included detailed steps to fix the problem. Ultimately they escalated the issue to arrange a screen-sharing call with a tech-rep from Yodlee. The day before the call, by again following the same steps prescribed by Tiller that I had tried so many times before, I was finally able to make the conversion.
I’ve been a Tiller customer since 2021. I think their Customer Support is one of the best features of their product.
I could not agree more! The CS team here at Tiller is one of the best things of being a Tiller user. When I personally first signed up for Tiller I was in love. However, when I replied back to the automated sign up email I was so impressed that a real person replied, and not with a canned response. Knowing a supportive person is easy to reach if I have any challenges makes Tiller one of the best tools I have ever used.
Thank you for sharing this success story!
-Alice
Tiller Evangelist
Agreed. CS inspires me to use the product to its fullest. The combination of real peeps with AI IS pretty slick. I often can’t tell which is helping me!
Welcome to the Tiller Community @pete.besio. I passed along your praise of our CS team. Their excellent customer service is what first impressed me about Tiller!
Hey, this is great - but can someone explain or link to the specific methodology to successfully connect to Vanguard? I got it to work initially, and then about two months ago it stopped. Trying to connect gets me into a never ending loop: I have a big orange FIX button, and when I click it, I get to the Vanguard log in page. I log in, and I get to the page to grand access to Yodlee, where I click ENROLL This sends me to a page saying "Securely transferring you from Tiller To Vanguard… ", with a CONTINUE button and a spinning blue and orange ring. When I click that, it sends me back to the page asking if I want to grant access to Yodlee. So apparently, it never successfully transfers me from Tiller to Vanguard. I have searched for other pages with suggestions, but have come up short, so I’m adding on here. I’m hoping to learn how to make the successful connection - thanks!!
OK, I have at least found a long thread where people are attempting to solve this (New Vanguard data feed not working, New Vanguard data feed not working). Reading through the whole thing, it sounds like success only comes with repeatedly trying to connect, and it ‘eventually’ connects. Sounds like it may possibly have to do with time of day. Some people recommended deleting their Vanguard account and starting over, but that didn’t appear to always be successful, so I’m going to forego that for the moment. I’ll report back if I eventually achieve success, as others apparently have.