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Vanguard Retreive no Working

Questions about updating prices or transactions in Fund Manager

Postby gjohns@nafcu.org » Tue Oct 07, 2014 12:57 pm

We may need a updated link to vanguard as fund manger software is no longer downloading transactions. Indication from fund manager is that vanguard is an invalid organization.
gjohns@nafcu.org
 
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Joined: Tue Oct 07, 2014 12:54 pm

Postby Mark » Wed Oct 08, 2014 9:10 am

Hi gjohns,

Please use "Help / Fund Manager on the Web / Check for Updates..." to obtain the latest transaction module. We recently provided an update for the Vanguard server. I just tested it again using the latest transaction module (196) and Vanguard is working okay.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby gjohns@nafcu.org » Thu Oct 09, 2014 6:27 am

I have quote version 457 and transaction version 182. It indicates I am up to date for the quote version and say nothing about no facilitates an update of the transaction version. Do I need to buy an update if so how to I do that? I have professional 11.8
gjohns@nafcu.org
 
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Joined: Tue Oct 07, 2014 12:54 pm

Postby Mark » Thu Oct 09, 2014 9:59 am

Hi gjohns,

Yes, you would need an upgrade to continue receiving free quote and transaction module updates. We only provide these updates for the last 2 major versions, which are currently 12.x and 2014. For more discussion on this recent Vanguard change, see:

viewtopic.php?f=6&t=3187
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11583
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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