How do I use Quickens Web Connect through Vanguard.com (institutional investors)?
Note: Backing out of changes in Quicken can be difficult. We recommend, therefore, that you back up your data file before downloading transactions. If you haven’t downloaded your transactions before, we recommend creating a new 401(k) account register rather than using an existing account. If you’ve already created a Quicken register, the software may “swap” your existing transactions for identical transactions that use a tax-free security. Your downloaded account history includes purchases, redemptions, dividends, and capital gains. It also includes all share prices and share amounts pertaining to each transaction. Before importing any transactions, be sure to launch Quicken and open it to the account for which you will be downloading data. You can download your transactions into Quicken 2007 or higher from our website using the Web Connect feature available on Vanguard.com: • Log on to your Vanguard accounts using your Vanguard.com user name and password. • Click Plan Summary. • Clic