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Re: Downloads from Vanguard Brokerage -- unidentified security
The CUSIP only gets filled in when the brokerage-reported security gets matched to a security in your Quicken file. I presume you are connecting to Vanguard via direct connect. What should be happeni…1 -
Re: How to change account type to "no cash balance"?
An aspect that might be in play here: Anytime a 'regular' investment account gets more than one security or a cash position, the option to make it a SMF account goes away. If in some fashio…1 -
Re: IRA RMD distributions
@Glen Raggio No, you do not have to remember. You need to edit ACCOUNT details for the IRA account, the Tax Schedule button. Make the Transfers From selection as shown. Withdrawals from the IRA accou…1 -
Re: Cannot Rearrange Investing Accounts.
Retirement accounts are always separated from regular investment accounts. Can't change that sequencing.1 -
Re: Stuck with a Transferring Shares Between Accounts problem
Let’s start here everything transferred properly but one mutual fund. What went wrong with that one mutual fund transfer? The TSBA function should have generated one Remove Shares in the old account …1
