Hi Mav123,
I left a message for Monique Burnette Monday and Tuesday but she has not returned my call. The problems that I have had with Yodlee bringing in my Schwab accounts at Vanguard go back months. I am having a very difficult time getting it to update (refresh). I think that it is a 2FA problem because it keeps asking me for my password to let it access my Schwab account. Sometimes I am successful by deleting the account and then adding it back in. Sometimes I am successful by using the Edit button. This is all very frustrating and Vanguard, as usual, acts like I am the only one having a problem. Based on my 30 year experience with Vanguard, I do not have the confidence this will get resolved. When they no longer have use for a technology or service, they ignore the problems hoping the Vanguard client forgets the problem exists. Then, suddenly, they quietly announce the lack of demand and kill it. Please let me know if make an headway in the problem resolved. Mona
August 2021
