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Subject Author Date
How to Handle Vanguard Account Number Change - Downloads Les 06-20-2006
Posted by Les on June 20, 2006, 9:13 am
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 I recently had my Vanguard Investments account number changed. How can I
handle this so I can continue to receive downloaded transactions into the
same register?

I changed the account number. Should I deactivate and then activate
downloaded transactions? (When I tried to do this, the program didn't allow
me to deactivate downloaded transactions.)

Thanks in advance for any help.



Posted by John Pollard on June 20, 2006, 9:36 am
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>I recently had my Vanguard Investments account number changed.
>How can I handle this so I can continue to receive downloaded
>transactions into the same register?
>
> I changed the account number. Should I deactivate and then
> activate downloaded transactions? (When I tried to do this,
> the program didn't allow me to deactivate downloaded
> transactions.)

Yes I think you need to deactivate, then reactivate the account
for transaction download. You don't provide any specific
information about what happened when you tried to do so. (I
don't know if it matters, but I would not try to change the
account number while the account was "activated".)


--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Les on June 25, 2006, 11:29 am
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Thanks for the info. Unfortunately I had changed the account number, and
that apparently was not allowing me to then deactivate the account.
Fortunately I was able to go to a backup copy before the account number was
changed, and was then able to deactivate.


>
>>I recently had my Vanguard Investments account number changed. How can I
>>handle this so I can continue to receive downloaded transactions into the
>>same register?
>>
>> I changed the account number. Should I deactivate and then activate
>> downloaded transactions? (When I tried to do this, the program didn't
>> allow me to deactivate downloaded transactions.)
>
> Yes I think you need to deactivate, then reactivate the account for
> transaction download. You don't provide any specific information about
> what happened when you tried to do so. (I don't know if it matters, but I
> would not try to change the account number while the account was
> "activated".)
>
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



Posted by Ron on July 1, 2006, 8:08 am
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I just had my account numbers changed at Vanguard also. I had each fund
set up as an individual Quicken Account. I think now that I have to
combine all the funds that are in one Vanguard Account Number. Is this
correct?

I have 16 funds and 6 Vanguard Account Numbers. Quicken only finds 5 of
the 6. Is there a limit to 5 Accounts per Financial Institution?

Ron Spruell

John Pollard wrote:
>
>
>>I recently had my Vanguard Investments account number changed.
>>How can I handle this so I can continue to receive downloaded
>>transactions into the same register?
>>
>>I changed the account number. Should I deactivate and then
>>activate downloaded transactions? (When I tried to do this,
>>the program didn't allow me to deactivate downloaded
>>transactions.)
>
>
> Yes I think you need to deactivate, then reactivate the account
> for transaction download. You don't provide any specific
> information about what happened when you tried to do so. (I
> don't know if it matters, but I would not try to change the
> account number while the account was "activated".)
>
>

Posted by Ron on July 1, 2006, 9:13 am
Please log in for more thread options
My bad. I found one account that I had not deactivated.

Thanks,

Ron

Ron wrote:
> I just had my account numbers changed at Vanguard also. I had each fund
> set up as an individual Quicken Account. I think now that I have to
> combine all the funds that are in one Vanguard Account Number. Is this
> correct?
>
> I have 16 funds and 6 Vanguard Account Numbers. Quicken only finds 5 of
> the 6. Is there a limit to 5 Accounts per Financial Institution?
>
> Ron Spruell
>
> John Pollard wrote:
>
>>
>>
>>> I recently had my Vanguard Investments account number changed. How
>>> can I handle this so I can continue to receive downloaded
>>> transactions into the same register?
>>>
>>> I changed the account number. Should I deactivate and then activate
>>> downloaded transactions? (When I tried to do this, the program
>>> didn't allow me to deactivate downloaded transactions.)
>>
>>
>>
>> Yes I think you need to deactivate, then reactivate the account for
>> transaction download. You don't provide any specific information
>> about what happened when you tried to do so. (I don't know if it
>> matters, but I would not try to change the account number while the
>> account was "activated".)
>>
>>

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