Vanguard downloading problems again

Posted by Andrew on May 27, 2009, 8:27 am

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Again, I started receiving error messages about Vanguard downloading
information for accounts that no longer exist. Also been receiving pop ups
from within Quicken about Vanguard mucking around with account numbers as
well.

I might try REMOVING and REACTIVATING these accounts from Vanguard's OSU and
see what happens. The account numbers that Quicken is displaying that I have
Vanguard accounts when I tried doing this for just one of them do see
accurate now. See we'll see and I'll repost.

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Regards -

- Andrew

Posted by Marc Auslander on May 27, 2009, 5:46 pm

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Vanguard is changing all the brokerage account numbers as the bring
brokerage in house.

As of today, my account on the Vanguard page has the new number, but
my quicken download used the old number.

Sadly, Vanguard has not told quicken users what to expect during the
transition.

Posted by Andrew on May 27, 2009, 8:16 pm

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Marc Auslander wrote:

> Vanguard is changing all the brokerage account numbers as the bring

> brokerage in house.

> As of today, my account on the Vanguard page has the new number, but

> my quicken download used the old number.

> Sadly, Vanguard has not told quicken users what to expect during the

> transition.

Turns out that a Vanguard account that I hold in my accounts with them is
really an account (UGMA) for my daughter - so that might be the cause of the
"Attempting to download data for a Quicken account that does not
exist"problem I have since I have a completely separate Quicken account for
just my daughter. Although for the many years I had this account under my
Vanguard account list it's never caused a problem in the past. (Seems like I
can't tell Quicken NOT to download just this one account even though it has
a separate account number)

As it turns out, she is now over 21 anyway and I'm giving her control of the
vast sums (how can Quicken handle such a huge balance :-) ) of $ that are
in there so this might solve that problem once the paperwork clears from
their end.

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by R. C. White on May 28, 2009, 11:32 am

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Hi, Marc.

Bank of America did the same (or similar) thing to my Merrill Lynch account
after the takeover - and also without warning to me. See my one-message
thread, "Merrill Lynch Account Number Changed?", 4/29/09.

I understand and don't really mind that they changed my 30-year-old number.
But they should at least have informed me! And they should have told me
BEFORE the day that I looked at my account online and saw it had a ZERO
balance!

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2009 and Windows Live Mail in Win7 x64)

> Vanguard is changing all the brokerage account numbers as the bring

> brokerage in house.

> As of today, my account on the Vanguard page has the new number, but

> my quicken download used the old number.

> Sadly, Vanguard has not told quicken users what to expect during the

> transition.