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Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
When you entered the Shares Transferrred, what date did you use at the top left of the entry dialog? If you used 9/1/23, it should have transferred your holdings as of that date. For each security, y…1 -
Re: Recent Performance Report
The selections in the Investing account Holdings view can't be customized other than changing the "As of" date, and they are limited to the selected account. However you can do most of…1 -
Re: Column width setting
If you are referring to column widths for reports, there is an active Idea post on that here https://community.quicken.com/discussion/7928892/column-widths-for-reports Please review it and add your v…1 -
Re: Vanguard Direct Connect
Please follow the steps in the following discussion and let us know if that fixes it for you. The process looks complex but it should only take a few minutes. https://community.quicken.com/discussion…1 -
Re: Vanguard Register Change
Please use the following steps to disconnect and reconnect the affected Vanguard accounts, paying special attention to Steps 5, 9, and 10, which should ensure that you are connected via Direct Connec…9
