Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Whats the difference between “Download all funds into a single Quicken account” and “Download each fund into separate Quicken accounts”?

0

The following information applies only to Vanguard mutual fund accounts. All securities held in Vanguard Brokerage Services or employer plan accounts will download into a single Quicken account whether you choose Web Connect or Direct Connect. • Download all funds into a single Quicken account. This option groups accounts by Vanguard account number, so that a single Quicken account holds two or more Vanguard funds in aggregate (similar to the way a brokerage account operates). This is the most popular option with our users, as it allows them to group all their funds. This choice is available whether you download transaction information from within Quicken (Direct Connect) or through Vanguard.com (Web Connect). • Download each fund in separate Quicken accounts. This option treats each Vanguard mutual fund as a separate Quicken account. This choice is available only if you use Web Connect (by first logging in to Vanguard.com) to download to Quicken.

0

• Download all funds into a single Quicken account. This option groups accounts by Vanguard account number, so that a single Quicken account holds two or more Vanguard funds in aggregate (similar to the way a brokerage account operates). This is the most popular option with our users, as it allows them to group all their funds. This choice is available whether you download transaction information from within Quicken (Direct Connect) or through Vanguard.com (Web Connect). • Download each fund into separate Quicken accounts. This option treats each Vanguard mutual fund as a separate Quicken account. This choice is available only if you use Web Connect (by first logging in to Vanguard.com) to download to Quicken. The information above only applies to Vanguard mutual fund accounts. All securities held in Vanguard Brokerage Services or employer plan accounts will download into a single Quicken account whether you choose Web Connect or Direct Connect. If prompted by Quicken, make sure to ind

Related Questions

Thanksgiving questions

*Sadly, we had to bring back ads too. Hopefully more targeted.