What types of accounts can I download my transactions for? How do I use Quicken's Web Connect through (institutional investors)? What's the difference between "Download all funds into a single Quicken account" and "Download each fund into separate Quicken accounts"?Will upgrading to a Vanguard Brokerage Account affect how my transactions import into Quicken? Why doesn't my balance match what's shown on vanguard.com?All securities held in Vanguard Brokerage Services or employer plan accounts will download into a single Quicken account whether you choose Web Connect or Direct Connect.
If you are attempting to update Vanguard accounts in Quicken and are getting an error that Vanguard is no longer able to update, you may need to review Quicken for Windows 2014–2016 on how to deactivate and the reactivate your accounts.
Quicken service upgrade instructions: We're upgrading our transaction download service.
Return to top We recommend disabling online access to your accounts, then re-enabling access, to resolve these issues.
First, back up your existing data file, then disable access to your account: We recommend that you deactivate all accounts from Vanguard before reactivating any of the accounts.
We strongly recommend backing up your transaction data before making any changes: Within Quicken, on September 10, 2014, Vanguard’s name was update from Vanguard Group to Vanguard.
This change would have required that you take further action to continue to update your Vanguard accounts.Quicken does not provide the ability to change a banking account into an investment account.We recommend creating a new investment account for any Vanguard funds listed in a banking account.Quicken downloads market data via S&P Comstock, through its relationship with Intuit.Vanguard cannot guarantee the accuracy of price information downloaded through Quicken.Note: Backing out of changes in Quicken can be difficult.