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Re: One step update doesn't recognize 2 of 3 Vanguard accounts
Hello @ChicagoGuy, Thanks for posting and for including the screenshot—that’s very helpful. The error shown (OL-304-A) means that Vanguard is not currently recognizing one or more of the accounts for…1 -
Re: Print Portfolio X-Ray report, 2nd attempt
Hello All, The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review. Thank you!1 -
Re: Life Time Planner- Monte Carlo simulations?
Hello All, The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review. Thank you!1 -
Re: Can't Deactivate or Reset Account b/c of unaccepted transactions, but there are none
@Ken from NJ Thank you for the update. Next, please carefully review and follow the steps outlined in this support article. A few key things to double-check as you go through the article: Clear the S…1 -
Re: ONGOING 12/31/25 Mr. Cooper (formerly Nationstar Mortgage) - FDP-105 / CC-505
UPDATE 12/24/25 We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your pat…2
