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Note: Backing out of changes in Quicken can be difficult.Return to top Note: Vanguard provides price information during a transaction download; however, Quicken may override our information with quotes it receives internally.We strongly recommend backing up your transaction data before making any changes: Within Quicken, on September 10, 2014, Vanguard’s name was update from Vanguard Group to Vanguard.
If you have any questions or need help, call us at 888-353-0547. How do I use Quicken's Web Connect through (personal investors)?
If you use Quicken, you'll need to deactivate and then reactivate your account, which will enable you to modify your settings to ensure the smooth transition of data.
Follow the instructions below on or after September 10, 2014.
Quicken does not provide the ability to change a banking account into an investment account.
We recommend creating a new investment account for any Vanguard funds listed in a banking account.
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.