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Vanguard Download

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Posted by CM on April 02, 2007 at 21:19:24:

I am having difficulties downloading transactions from my Vanguard retirement account. It is the first time that I am trying to download to FM. I believe that I have set up the internet transaction screen correctly with account #, user name and password. I know that I have had transactions within the last week. I have unchecked the "skip transactions already in fund manager" box because I entered the data manually into a trial download before purchasing the software.

I saw that the FAQ screen for Vanguard's OFX says that you must have Quicken or Money. Is that the final answer?



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