My Vanguard IRA brokerage account is not listed as an option when I try to set up download. My othe

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
Downloading transactions from Vanguard to Quicken

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  • Quicken Harold
    Quicken Harold Quicken Windows Subscription Alumni ✭✭✭✭
    edited July 2018
    Hello Jim. Appreciate your question.

    Which version of Quicken are you using in Windows?

    Have you tried making a New Quicken File to see if the issue exists in a new environment?

    Please let us know so that we can best help you.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited July 2018
    Harold,  Thanks for your help.  I am using home, business r9.34.  How do I make a new Quicken File?  I am also having trouble downloading capital one.  Jim
  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2018
    Jim Twomey said:

    Harold,  Thanks for your help.  I am using home, business r9.34.  How do I make a new Quicken File?  I am also having trouble downloading capital one.  Jim

    Open Quicken then click on File > New Quicken File...  and establish a new Quicken file then in that file set up your Vanguard IRA Brokerage Account and attempt to connect to the account with Quicken.

    I have a Vanguard Roth IRA Brokerage Account that does communicate with Vanguard properly.
  • Unknown
    Unknown Member
    edited July 2018
    Jim Twomey said:

    Harold,  Thanks for your help.  I am using home, business r9.34.  How do I make a new Quicken File?  I am also having trouble downloading capital one.  Jim

    Thanks
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