Upgrade Vanguard Account to Brokerage


  • Capt Chas
    Capt Chas Member
    I have a similar problem with upgrading from my standard Vanguard account to their Brokerage account. How do I make the change in quicken? Do I need to create entire new investments? Can I just change the account numbers? There are new Cash Holding account that were not used before. How are they set up?