Re: Vanguard web connect removed option to download 4 funds in one account into single mutual funds in singular accounts
John Pollard <[email protected]>
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Message-ID | <[email protected]> |
On Sunday, August 27, 2023 at 11:45:05 PM UTC-5, Kurt wrote: > From the Vanguard website I used to be able to download mutual funds into separate accounts in quicken. For example. I have an IRA account #xxxxxxxx which has 4 funds. I used to have two options (via drop down) when downloading into quicken. 1. All funds into one account (recommended) or 2. each mutual fund into individual accounts in Quicken. In the past 20 + years I have chosen the first option. Now Vanguard only allows to download all the funds into one account in quicken . Why did Vanguard change this. How do I now handle it in Quicken . Merge Funds ? Transfer the 4 funds that are in separate accounts into one newly created account? See: https://tinyurl.com/22c2r3au