How do I use Quickens Web Connect through Vanguard.com (personal investors)?
Note: Backing out of changes in Quicken can be difficult. We recommend, therefore, that you back up your data file before downloading transactions. 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. To download the transactions: • Create a new investing or brokerage account within Quicken and name the account. You should not provide an account number during the setup process as it’ll be provided during the download. • Log on to Vanguard.com, click Accounts & Activity, and then click Download transactions near the top of the page. • Select either Download all funds into a single Quicken or Money accou
