Re: Vanguard Transaction Retrieve question

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Posted by MikeG on June 03, 2007 at 19:15:48:

In Reply to: Re: Vanguard Transaction Retrieve question posted by Mark on June 03, 2007 at 17:48:32:

: : I created a sub-portfolio and named it Vanguard. I have five investments there. When I try to retrieve transactions, it asks for an account number. The problem is that Vanguard gives me a separate account number for each investment. There is no "master" account number. How can I retrieve all the trasactions for a sub-portfolio with this characteristic?

: Hi MikeG,

: If each of your investments has a separate account number, you'll have to set up a sub-portfolio for each one, so that you can assign each one the right account number.

: I've not heard of Vanguard doing this before? Do you have some sort of special account with them?

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

No, there's nothing special about my accounts with Vanguard. Would it help if I sent you a redacted copy of the main page I get when I log into the Vanguard site?

Replies:

• Re: Vanguard Transaction Retrieve question Mark 20:30:03 06/03/07 (2)
  • Re: Vanguard Transaction Retrieve question MikeG 16:04:50 06/05/07 (1)
    • Re: Vanguard Transaction Retrieve question Brenda 09:42:56 06/15/07 (0)