New Vanguard Brokerage Account Won't Download

Fair_Quick51

After I moved the mutual funds in my Vanguard Rollover IRA to a new Vanguard brokerage account, the funds disappeared from Quicken, even though the transfer has been complete at Vanguard for a week and is clearly visible on Vanguard's website. I've tried updating Quicken several times, but no luck. What to do?

I am using Quicken Deluxe on a PC.

Quicken Jasmine

Hello @Fair_Quick51,

Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

First, backup your Quicken file.

Then, deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!

Fair_Quick51

It worked! Thanks a million.

Quicken Jasmine

Hello @Fair_Quick51,

I am so happy to hear that we were able to resolve this issue.

Please do not hesitate to reach out with any further questions or concerns.