Vanguard brokerage - Gear "Update Transactions" goes to Vanguard web page

phenders4
phenders4 Member ✭✭✭
edited April 12 in Errors and Troubleshooting (Windows)

Windows 11, R61.21, noticed after Vanguard update issue was recently resolved

Click on our Vanguard Joint Brokerage account

Click on Gear (Upper right), select "Update Transactions"

Does not update transactions, but opens following web site in my browser

https://investor.vanguard.com/corporate-portal

Pete

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you followed the directions to reconnect your accounts via Direct Connect?

    Did One Step Update work after you reconnected?

    The Update Transactions link to the Vanguard website is a leftover from when you used Web Connect to download the transactions.

    QWin Premier subscription
  • phenders4
    phenders4 Member ✭✭✭

    Thanks Jim,

    Interesting, I followed the directions for both my and my wives account, and they have been working.

    Our joint brokerage account updates when we update either my account or my wives account, but

    apparently the connection method for the JBA didn't update. So I did it manually and OK now.

This discussion has been closed.

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