Changes with Vanguard

[Mark]

Recently Vanguard has made some changes that now prevent Fund Manager from retrieving transactions and positions. You can read more about it in the forum here. We are continuing to investigate alternatives, but in the mean time you may like to read these instructions on how you can download and import transactions as well as reconcile using this download. See the instructions for downloading from Vanguard.

[Mark]

As of Monday, January 14, 2025 Fund Manager is again working with Vanguard. For some background information, please see this post.