How to Handle Vanguard Account Number Change - Downloads

Jun 20, 2006 4 Replies

I recently had my Vanguard Investments account number changed. How can I handle this so I can continue to receive downloaded transactions into the same register?



I changed the account number. Should I deactivate and then activate downloaded transactions? (When I tried to do this, the program didn't allow me to deactivate downloaded transactions.)



Thanks in advance for any help.


"Les" wrote

Yes I think you need to deactivate, then reactivate the account for transaction download. You don't provide any specific information about what happened when you tried to do so. (I don't know if it matters, but I would not try to change the account number while the account was "activated".)

Thanks for the info. Unfortunately I had changed the account number, and that apparently was not allowing me to then deactivate the account. Fortunately I was able to go to a backup copy before the account number was changed, and was then able to deactivate.

I just had my account numbers changed at Vanguard also. I had each fund set up as an individual Quicken Account. I think now that I have to combine all the funds that are in one Vanguard Account Number. Is this correct?

I have 16 funds and 6 Vanguard Account Numbers. Quicken only finds 5 of the 6. Is there a limit to 5 Accounts per Financial Institution?

R> "Les" wrote

My bad. I found one account that I had not deactivated.

Thanks,

R> I just had my account numbers changed at Vanguard also. I had each fund

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required