new user

[ron2368]

I am using the personal version. I have a Vanguard acct that has 4 sub accounts. I have tried to create a portfolio with the wizard. I am getting error message for the first three choices - transaction statement response.

[Mark]

Hi ron2368,

Try leaving the account number blank, and see if you get a choice of account numbers. If the account number is not formatted exactly as they have, it may be causing this problem. By leaving it blank, you should get a list of account numbers associated with your login details.

[ron2368]

thank you , that worked.