Adding Additional Vanguard Accounts

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Brad95X
Brad95X Member ✭✭
edited January 27 in Download, Add/Update Accounts (Windows)

I already have several Vanguard accts in my Quicken but I just opened another Vanguard acct and need to add it to my Quicken. Do I need to deactivate all of the existing VG accts and then add VG again or can I just add the one new acct? Suggestions on most efficient and fail safe method of adding an additional account please?

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Brad95X,

    I suggest beginning by attempting to add the account using the Add Account (+) button, then walk through as you did when you originally set up your accounts. I advise saving a backup before proceeding (just in case).

    Please let us know how it goes!

    -Quicken Jasmine

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