Vanguard transactions do not download on Mac

pdxdavid
pdxdavid Quicken Mac Subscription Member
edited January 18 in Download, Add/Update Accounts (Mac)

A couple of weeks ago Quicken (Mac) lost connection to my Vanguard investment account. When I reconnected, the then-current portfolio holdings appeared but historical transactions did not. Since, new transactions in the Vanguard account have not do not download. For example, there was a dividend reinvestment on a mutual fund last week. Not only is the transaction not visible, but also the portfolio holding did not update to reflect the additional shares.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @pdxdavid,

    Which instance located in the financial institution list are you connected with (see screenshot below)? What is the connection method with your Vanguard investment account(s)? You can see the connection method by navigating to Settings > Downloads > Connection Type.

    Thanks!

    -Quicken Jasmine

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