Vanguard downloads are missing the "Symbol" field for option "call transactions"

Options
Kansas_gardner
Kansas_gardner Member ✭
edited April 14 in Download, Add/Update Accounts (Windows)

I have been writing covered calls and when downloading I am not receiving the correct Call security to load into quicken. I have open tickets with Intuit and also with Vanguard. What I noticed is that when you select the download to CSV in Vanguard, the call transactions have a blank for the Symbol column. I have recently updated Vanguard with this information but have not received any updates from Vanguard.

Tagged:

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options

    Hello @Kansas_gardner,

    Would you mind sharing the ticket number(s) given to you during your Quicken Support interaction?

    Thanks!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Kansas_gardner
    Kansas_gardner Member ✭
    Options

    The quicken support ticket number is CTP-9278.

This discussion has been closed.

Categories