Cost basis information not provided when Vanguard switched accounts to brokerage account.

posaj Quicken Windows Subscription Member

October 2019 in Investing (Windows)

Vanguard conversion for IRA customers not compatible with Quicken program. Information missing.

Tagged:

• Investments

0

Best Answer

• 

  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  October 2019 Answer ✓

  See https://community.quicken.com/discussion/7860566/vanguard-mutual-fund-account-conversion-to-brokerage-account for perhaps a better way to handle that change.

  5

Answers

• 

  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  October 2019 Answer ✓

  See https://community.quicken.com/discussion/7860566/vanguard-mutual-fund-account-conversion-to-brokerage-account for perhaps a better way to handle that change.

  5

This discussion has been closed.