Vanguard Download CHANGE?

Nick S. in Denver
Nick S. in Denver Quicken Windows Subscription Member
edited 4:55PM in Registers & Transactions (Windows)

I'm a long time user, today Vanguard is showing only POSITIONS on downloads not the usual necessary POSITIONS AND TRANSACTIONS? Did some digging, but can not change the TRACKING METHOD which now shows only POSITIONS. Bad news for us Vanguard fans if true. Have recently moved some account from others to SCHWAB and their download connections works perfect. Maybe need to transfer the Vanguard accounts. Are others affected by this issue and have a work around?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Nick S. in Denver,

    Thank you for letting us know you're encountering this. To help investigate this, please provide more information:

    • Which connection option are you using with Vanguard (Vanguard, Vanguard Ascensus Retirement, etc.)?
    • Are you connected using Direct Connect?
      • You can check this by navigating to Tools>Account List and looking in the Transaction Download column. transaction download.png
    • Have you spoken with Vanguard about this?

    I look forward to your reply!

    Quicken Kristina

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