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Re: Moving my four Vanguard accounts to Fidelity
OK, in that case go to the Fidelity account and click on Holdings. Click on the + sign next to SCHD to show the tax lots. If you set the As of date to before and after the transfer, are the new tax l…1 -
Re: Moving my four Vanguard accounts to Fidelity
OK, is it off for just the securities you moved to Fidelity, or for all your securities? Which securities were moved? Are the YTD Returns correct if you set the As of date to just before the securiti…1 -
Re: Moving my four Vanguard accounts to Fidelity
Quicken has several performance measure that contain "Return". As usual, @Gary R, we need to know where you are seeing this issue and if it is a Portfolio view, the exact name of the affect…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
@marcaronson408 Can you tell us a little about the account that did not connect? Is it a regular brokerage account or some other type, a 401(k) or a legacy mutual fund only account for example? When …2 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
Repeating the detailed instructions from earlier today near the top of this page to make them easier to find… Some of these steps may not be necessary in every case, but I want to cover as many bases…8
