Editing outside portfolio at Vanguard broken?

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Tyler Aspect
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Editing outside portfolio at Vanguard broken?

Post by Tyler Aspect »

In the past few days, whenever I try to edit my outside portfolio information stored at Vanguard the operation would fail and kick me back out to the dashboard.

Anyone seen this behavior too?
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Re: Editing outside portfolio at Vanguard broken?

Post by c17d6dcb »

This has been broken for me as well for the past several days, maybe over a week.

I can get into an older interface to edit the outside investments by clicking on "Add an outside investment that is updated automatically" and then changing the options in there.
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Re: Editing outside portfolio at Vanguard broken?

Post by Tamal »

For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
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Re: Editing outside portfolio at Vanguard broken?

Post by Tyler Aspect »

Tamal wrote: Fri Oct 11, 2024 2:38 pm For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
The old style Vanguard layout just makes so much sense I cannot believe how broken the new one has become.
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Re: Editing outside portfolio at Vanguard broken?

Post by jocdoc »

I updated an outside account at Vanguard today. There was a web redesign....for the worse. I had added to a holding and could not directly update the holding. I deleted the entire holding and added a new one with the updated values.

Definitely worse than the old design.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

It has been broken for the last few days. I sent a note to Vanguard. Their response is;

"Thank you for taking the time to email us about troubles with your outside investments.

I apologize for any inconvenience. The issue you are currently experiencing is being addressed by our technicians. I appreciate your patience as we work to resolve this matter."


Note I sent them;

"I am trying to update my "Outside investments you update yourself" that I entered and the webpage will not allow me to edit the entries.

The link "Edit holdings" sends me to the "Dashboard", which occurs after login. Something changed on the website, which is now broken."
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Re: Editing outside portfolio at Vanguard broken?

Post by Irenaeus »

Tamal wrote: Fri Oct 11, 2024 2:38 pm For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
That worked for me. Thank you.
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Re: Editing outside portfolio at Vanguard broken?

Post by iceport »

Tamal wrote: Fri Oct 11, 2024 2:38 pm For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
Thank you for this.

Unbelievable. Annoying.

Does Vanguard really want out of the brokerage business? Then it would make sense to keep degrading the website functionality.
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Re: Editing outside portfolio at Vanguard broken?

Post by LadyGeek »

This thread is now in the Personal Consumer Issues forum (website issue).

(Thanks to the member who reported the post and explained what's wrong.)
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Re: Editing outside portfolio at Vanguard broken?

Post by rkhusky »

Sorry, I keep track of my portfolio in a spreadsheet that I control. I don’t like to rely on online vendors for just this reason.
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Re: Editing outside portfolio at Vanguard broken?

Post by Hot Sauce »

rkhusky wrote: Sun Oct 13, 2024 8:36 pm Sorry, I keep track of my portfolio in a spreadsheet that I control. I don’t like to rely on online vendors for just this reason.
Same. And it’s easy when you keep it simple with rest to total market index funds! :sharebeer
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Re: Editing outside portfolio at Vanguard broken?

Post by Hot Sauce »

rkhusky wrote: Sun Oct 13, 2024 8:36 pm Sorry, I keep track of my portfolio in a spreadsheet that I control. I don’t like to rely on online vendors for just this reason.
Same here. And it’s easy when you keep it simple with total market index funds! :sharebeer
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

I use a seperate spreadsheet, but also use the Vanguard outside investment entries to review portfolio. Since my external 401k has only two buckets, it is not a lot of data to update. The old website worked so much better, with much less wasted white space.

Vanguard seems to working on the problem since it now gives a different error.

The above posted link works for updating: https://personal.vanguard.com/us/faces/TPView <<<< (much less wasted white space)
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Re: Editing outside portfolio at Vanguard broken?

Post by Rocinante Rider »

As of this morning, it's now possible to edit and save the number of shares in the new web page for editing an outside account that you update yourself. Before this morning, after making an edit the "save" button had stayed greyed-out and inactive. It's now operational. I had put in a ticket with Vanguard yesterday about this, but it had been a "known issue" to them so I assume that they fixed the problem system-wide, not just for me.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

Now, it seems some outside (edited) funds do not show up in Portfolio Watch correctly, such as FSPSX showing up as International stock index.

It does not see this as a stock fund.
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Re: Editing outside portfolio at Vanguard broken?

Post by Rocinante Rider »

wwhan wrote: Thu Oct 17, 2024 2:59 pm Now, it seems some outside (edited) funds do not show up in Portfolio Watch correctly, such as FSPSX showing up as International stock index.

It does not see this as a stock fund.
FSPSX = Fidelity International Index Fund. In what way is PW showing it incorrectly?
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

Rocinante Rider wrote: Thu Oct 17, 2024 4:13 pm
wwhan wrote: Thu Oct 17, 2024 2:59 pm Now, it seems some outside (edited) funds do not show up in Portfolio Watch correctly, such as FSPSX showing up as International stock index.

It does not see this as a stock fund.
FSPSX = Fidelity International Index Fund. In what way is PW showing it incorrectly?
Portfolio Watch does not show any international stock from the FSPSX entry anymore; it shows International stock = 0

The same as on Dashboard view, completely missing the FSPSX = Fidelity International Index Fund.
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Re: Editing outside portfolio at Vanguard broken?

Post by Thesaints »

It is quite incredible. There is no other business of that size (nor one tenth of it) that managed to run a broken website for so long.
They must be doing it on purpose.
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Re: Editing outside portfolio at Vanguard broken?

Post by beyou »

Thesaints wrote: Fri Oct 18, 2024 12:32 am It is quite incredible. There is no other business of that size (nor one tenth of it) that managed to run a broken website for so long.
They must be doing it on purpose.
The OP’s bug was reported as fixed pretty quickly.

If you refer to the complaint about a specific fund, note Vanguard can only get data from outside companies to correctly categorize funds from competitors. Look at last reported date of data and how complete the data is on M* for various fund companies. Results are all over the place. Some funds have very current data, some from weeks/months ago, and some fields missing even if overall reported as current data. This is not something that can be perfect anywhere, not at m* nor Vanguard.

Note on google finance, one of my vanguard funds does not even update price until next day, but m* has price same day for same fund. Google cant even get timely accurate mutual fund data.
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Re: Editing outside portfolio at Vanguard broken?

Post by Harry Livermore »

Like many others, I use a spreadsheet as a basis for my planning.
But every Saturday morning, I log in to Vanguard, and compare the valuations of my sheet to my dashboard. I also log into my account at Etrade. I rarely trade. Rather, I'm logging in to see if "everything looks good" and no suspicious activity has taken place.
Everything on my sheet is also entered into Vanguard, so I also use the website as a check on my sheet ("oh look, VTSAX had a dividend yesterday", etc.) I can simply look at the big number at the top of the dashboard and compare it to a certain line in my sheet. Then, if something is off, I can drill down in "holdings". Sometimes I need to update a line on my sheet; other times, it's changing a valuation in an "outside investment" on the Vanguard page. Enter new value and go.
No longer so easy, apparently.
I have several outside investments that are not searchable, nor in the VG data set; my union's custom pension fund, my NYS 529s, iBonds, wife's small TIAA custom plan from a summer long ago when she taught a college-level course. Previously, I just put a name, valuation, and date. This now seems to require "searching" the investment and I cannot seem to get past this "one size fits all" requirement.
I probably need more coffee, and will also try the https://personal.vanguard.com/us/faces/TPView mentioned upthread.
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Re: Editing outside portfolio at Vanguard broken?

Post by cudaman »

It is definitely still broken for me. I always manually enter updated values for TSP funds since there is no ticker symbol. While I can still do this for G fund, there is no place in my TSP stock funds (after hitting edit holdings and edit) to enter an updated value. I really wish they would fix this.
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Re: Editing outside portfolio at Vanguard broken?

Post by gouldnm »

Tamal wrote: Fri Oct 11, 2024 2:38 pm For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
Thank you so much for posting this link. I had noticed that the old interface still worked, but I couldn't figure a straightforward way to get into it. I would have to pretend to add a fund using the new interface, then hit cancel, and somehow I would end up on the old interface. But it was extremely cumbersome.

I've bookmarked this link. Thanks again for sharing.
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Re: Editing outside portfolio at Vanguard broken?

Post by gouldnm »

Tamal wrote: Fri Oct 11, 2024 2:38 pm For me, the behavior is not what you describe, but I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
Thank you so much for posting this link. I had noticed that the old interface still worked, but I couldn't figure a straightforward way to get into it. I would have to pretend to add a fund using the new interface, then hit cancel, and somehow after fiddling around, I would end up on the old interface. But it was extremely cumbersome.

I've bookmarked this link. Thanks again for sharing.
Last edited by gouldnm on Sat Oct 19, 2024 10:25 am, edited 1 time in total.
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Re: Editing outside portfolio at Vanguard broken?

Post by Tubes »

We've been talking about this at least 2021, maybe longer. Everything started going down hill when they "improved" the web site. https://bogleheads.org/forum/viewtopic. ... =portfolio

Now that link above references the portfolio watch tool, but a lot of the problems stem from the broken UI of adding outside investments. Every now and then they'd tweak it and fix it, but then it would break again. Apparently, they have no regression testing for people who use these features.

My solution? I now use Fidelity's analysis tool. It is generally stable, although it also hasn't been perfect.
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Re: Editing outside portfolio at Vanguard broken?

Post by Thesaints »

beyou wrote: Fri Oct 18, 2024 6:57 pm The OP’s bug was reported as fixed pretty quickly.
I'm talking about the bug just reported recently: the inability to update an external account. It is a recurring issue and this time too it is caused by an (unnecessary) website cosmetic update, with a broken link.
You can immediately tell that Vanguard website is layered over older versions by the three different look & feel pages can come with. They are doing upgrades on the cheap, trying to keep rewriting at a minimum. Result: the thing is a horrible mess.
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Re: Editing outside portfolio at Vanguard broken?

Post by beyou »

Thesaints wrote: Sat Oct 19, 2024 7:16 pm
beyou wrote: Fri Oct 18, 2024 6:57 pm The OP’s bug was reported as fixed pretty quickly.
I'm talking about the bug just reported recently: the inability to update an external account. It is a recurring issue and this time too it is caused by an (unnecessary) website cosmetic update, with a broken link.
You can immediately tell that Vanguard website is layered over older versions by the three different look & feel pages can come with. They are doing upgrades on the cheap, trying to keep rewriting at a minimum. Result: the thing is a horrible mess.
So this is not true ? Or not same problem ?
Rocinante Rider wrote: Thu Oct 17, 2024 7:48 am As of this morning, it's now possible to edit and save the number of shares in the new web page for editing an outside account that you update yourself. Before this morning, after making an edit the "save" button had stayed greyed-out and inactive. It's now operational. I had put in a ticket with Vanguard yesterday about this, but it had been a "known issue" to them so I assume that they fixed the problem system-wide, not just for me.
I use external accounts and PW. The only issues I experienced then reported, have generally been fixed quickly.
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Re: Editing outside portfolio at Vanguard broken?

Post by legio XX »

Tamal wrote: Fri Oct 11, 2024 2:38 pm . . . I can't figure out how to "edit holdings" like before. It does not work the same.

For me the workaround is to goto https://personal.vanguard.com/us/faces/TPView, scroll down to the outside investment you need to edit, and hit "edit holdings". This one works.
Once again, Bogleheads to the rescue. Wasted a ridiculous amount of time trying to figure out how to change the value of an outside investment - no automatic anything, I just wanted to enter the new figure - until I asked here.

If the Schwab local office was still there I might have at last left VG over the summer, but it's not so I'm still stuck :annoyed with VG.

Thanks for the tip.
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Re: Editing outside portfolio at Vanguard broken?

Post by Harry Livermore »

I went back in to try again tonight and just did the process Jocdoc mentioned. I deleted the kids' 529s and then simply added them back from scratch, choosing "other" category at the bottom of the window which only necessitates a name, value, and date of valuation. Good enough for me. But it would have been more intuitive if the existing entries' pull-down menu included "other".
I'm guessing that entering updated values and dates with be smooth going forward.
Not sure if that method works for everyone but thought I'd mention it.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

wwhan wrote: Thu Oct 17, 2024 5:04 pm
Rocinante Rider wrote: Thu Oct 17, 2024 4:13 pm
FSPSX = Fidelity International Index Fund. In what way is PW showing it incorrectly?
Portfolio Watch does not show any international stock from the FSPSX entry anymore; it shows International stock = 0

The same as on Dashboard view, completely missing the FSPSX = Fidelity International Index Fund.
This has been fixed, so working correctly now.
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Re: Editing outside portfolio at Vanguard broken?

Post by Thesaints »

The issue the OP reported (inability to edit external accounts) has not been fixed yet.
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Re: Editing outside portfolio at Vanguard broken?

Post by BeanieBijou »

As mentioned below I click on "Add outside investments" where you can refresh existing outside investments and scroll up to see the whole portfolio reflecting the updated info for outside investments... it took a few minutes before the Dashboard caught up but it finally did.
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Re: Editing outside portfolio at Vanguard broken?

Post by Talfred »

Whenever I click on "Edit holdings", it instead takes me to the page for "Add an outside investment". This has been happening for at least a week.
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Re: Editing outside portfolio at Vanguard broken?

Post by mpnret »

Just updated an outside investment this morning. Worked fine for me.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

Talfred wrote: Sun Oct 27, 2024 3:19 pm Whenever I click on "Edit holdings", it instead takes me to the page for "Add an outside investment". This has been happening for at least a week.
Edit outside investments works, but it works different now. It takes more clicks to make it happen.

One must edit the specific holding, save it, then submit the whole listing. So in a way it needs to be saved twice (save, then submit).

It is just a more inefficient way it operates and has more useless white space on the page. It is a very stupid design.
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Re: Editing outside portfolio at Vanguard broken?

Post by Thesaints »

Talfred wrote: Sun Oct 27, 2024 3:19 pm Whenever I click on "Edit holdings", it instead takes me to the page for "Add an outside investment". This has been happening for at least a week.
Still does that to me too. Can't edit external account (i.e. update holding, not add new ones), unless I use the link reported earlier in this thread.
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Re: Editing outside portfolio at Vanguard broken?

Post by TheHiker »

"Edit holdings" link does not work for me - it takes me to the "Add an outside investment" page where I can add a new account, but not edit the existing one.
The link above does work.
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Re: Editing outside portfolio at Vanguard broken?

Post by nicklyons »

On Safari the 'Edit holdings' link takes me to the 'Add Investment...' page. On Chrome, it takes me to the new update holdings page. FWIW. Vanguard support tells me (via chat) that the website works best with Chrome. Not confirming that your new page works on Safari before going live is amateurish at best (Speaking as one who helped manage a similar online brokerage website back in the day).
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Vanguard - Problem Updating Outside Accounts

Post by framus »

[Moved into existing discussion - moderator Kendall]

I'm no longer able to update the outside accounts that I manually track in my Vanguard brokerage account.

This problem occurs when using the Safari browser (v 18.0.1). This past weekend is when I first encountered this.

Contacted Vanguard they advised the problem does not occur when using the Chrome browser. :oops:

Confirmed this is true.

Oh well :shock:
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Re: Editing outside portfolio at Vanguard broken?

Post by Blues »

I just tested it on my Chromebook a few minutes ago. (Updating outside checking, money market and TSP balances.)

It was straightforward and not really any more of a hassle than it was previous to the current updated interface.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

Last night outside edit was not updating with Firefox (one could enter the info, but it did not update), But this morning it works Fine in Firefox.
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Re: Editing outside portfolio at Vanguard broken?

Post by framus »

nicklyons wrote: Tue Oct 29, 2024 9:56 am On Safari the 'Edit holdings' link takes me to the 'Add Investment...' page. On Chrome, it takes me to the new update holdings page. FWIW. Vanguard support tells me (via chat) that the website works best with Chrome. Not confirming that your new page works on Safari before going live is amateurish at best (Speaking as one who helped manage a similar online brokerage website back in the day).
Exactly what I've encountered. In my pleasant phone conversation with Vanguard support I was encouraged to use Chrome.
There was no indication that the problem would be addressed for Safari.
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Re: Editing outside portfolio at Vanguard broken?

Post by framus »

mpnret wrote: Mon Oct 28, 2024 10:16 am Just updated an outside investment this morning. Worked fine for me.
This seems to be browser related. What browser were you using?
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Re: Editing outside portfolio at Vanguard broken?

Post by gouldnm »

I just tried editing my outside investments using Chrome. I have three funds through the Thrift Savings plan: The G, F, and C funds. The G fund shows up under "Other Investments" and has a column that lists the "Market Value", which I can edit. The F fund is under "Bonds" and also has the column for "Market Value".

The problem is with the C fund, which is shown under "ETFs, mutual funds, and stocks". I can see it listed, but there is no corresponding column for "Market Value". It only shows columns for "Shares Held", "Purchase amount", and Fees/Commissions". It doesn't even show the current value that I have, although the grand total of all my accounts is accurate.

Does anyone know why the mutual funds are different, and don't include the "Market Value" column? Do you have any suggestions for me?

Thank you.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

gouldnm wrote: Tue Oct 29, 2024 1:13 pm...

The problem is with the C fund, which is shown under "ETFs, mutual funds, and stocks". I can see it listed, but there is no corresponding column for "Market Value". It only shows columns for "Shares Held", "Purchase amount", and Fees/Commissions".

Does anyone know why the mutual funds are different, and don't include the "Market Value" column? Do you have any suggestions for me?

Thank you.
I had this problem Oct 17th, it was not showing the external entry FSPSX value.

I sent a message note and two days later it was fixed. It appears there is a lot of active updating of the Vanguard External Investment web UX interface.
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Re: Editing outside portfolio at Vanguard broken?

Post by Talfred »

Talfred wrote: Sun Oct 27, 2024 3:19 pm Whenever I click on "Edit holdings", it instead takes me to the page for "Add an outside investment". This has been happening for at least a week.
Per comments here, I tried this in the Chrome browser and it worked. I suppose this is the workaround I will have to use.
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Re: Editing outside portfolio at Vanguard broken?

Post by wwhan »

Talfred wrote: Tue Oct 29, 2024 3:57 pm
Per comments here, I tried this in the Chrome browser and it worked. I suppose this is the workaround I will have to use.
It is currently working with Firefox.
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Re: Editing outside portfolio at Vanguard broken?

Post by mpnret »

framus wrote: Tue Oct 29, 2024 1:01 pm
mpnret wrote: Mon Oct 28, 2024 10:16 am Just updated an outside investment this morning. Worked fine for me.
This seems to be browser related. What browser were you using?
-Framus
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Re: Editing outside portfolio at Vanguard broken?

Post by Thesaints »

They are running two parallel versions of the website !!

I've used this link to update an external account
https://personal.vanguard.com/us/faces/TPView

It does update it. If I reload it I get the new values, but the standard Vanguard website, the one where I can't update external accounts, does not reflect changes.
In the past I had to reload the page twice to see changes, but now the have "removed that feature"

It gets more interesting: If I use Firefox, editing external accounts function is active. It shows the updates I just made using the TPView link, but the summary website ignores any change made.

They should just be ashamed...
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Re: Editing outside portfolio at Vanguard broken?

Post by Broken Man 1999 »

I just updated the I-bonds I track at Vanguard in the "outside portfolio", the new screen worked fine for me.

Browser is Microsoft Edge.

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Re: Editing outside portfolio at Vanguard broken?

Post by cadreamer2015 »

It worked for me this morning using the Chrome browser. The appearance is different from what it used to be, but the functionality is all there.
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