WHen updating investment accounts (Vanguard), the dividend reinvestments are not associated

to the correct investment.  How do I change it so the reinvestments are to the correct investment?

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Answers

  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    Hello @rmillerfam

    Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response

    Please take a moment and review the information at https://community.quicken.com/discussion/7803899/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet and post back to let us know what version and release of Quicken you are using.

    Do you receive any type of message or error code when updating the Vanguard accounts?  If so, what does that message/error code say?

    To be sure we are understanding the situation correctly, when updating the Vanguard accounts, reinvestment transactions for one specific security are downloading into the wrong investment account - is that correct?

    If not, please also include a little more information on what is happening in Quicken so the Community can assist.

    Thank you,

    Sarah
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