Vanguard converting from mutual fund to brokerage platform - any Quicken issues ?
I got the email the other day about converting from the mutual fund platform to the brokerage platform. I did that, and everything transferred fine, no issues with account numbers, etc. What I do have an issue with is that my portfolio not only lost all it's historical data (new accounts numbers, so I get that part) but it won't update any new data. I have 1/3/12 month Gain/Loss set and Avg Annual Return. So I understand that until I would have at least a month on the new platform those numbers wouldn't update. However I added the daily Gain/Loss column but even that won't update. The Market Value does update, so that's correct, but I like to track my overall picture. Has anyone ran across this issue? If so, any ideas how to fix it?
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