by flcjs » Wed Dec 02, 2009 12:38 pm
Mark,
I talked to vanguard today about this problem. They said they only support intuit but other software vendors may be using the same download as quicken. Vanguard is doing it's own clearing on Brokerage accounts. They still us the old Pershing numbers for now to reference the accounts. They said all Vanguard clients should have received a letter cross-referencing these numbers. I'm not sure when the numbers will change. When Vanguard client go to put in their brokerage accounts they will need to find the old Pershing number to retrieve information.
thanks,
francis