Vanguard accounts how do I update?

kijack

Vanguard converted all my accounts to the new brokerage accounts and they are not updating on my Quicken. Both accounts are showing a zero balance and all shares removed. How can I remedy this? I have tried changing the account numbers as well as re-adding the accounts to my investing list. Still show zero. The money markets on the accounts are zero but the mutual funds are fully funded.

Mark1104

have you called Vanguard - I wonder if the problem is a setting at the vanguard website.  Once you solve that issue, suggest deleting all the 'add' and 'remove' transactions to get everything back in synch.


https://community.quicken.com/discussion/7865696/vanguard-showing-wrong-information-following-conversion-from-mutual-fund-acct-to-brokerage-acct