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Old 11-30-2007, 01:05 AM
Paul Shapiro
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Posts: n/a
Default Re: Vanguard retirement funds - account update not available when initiated FROM Money

I have a rollover IRA from a previous job, an SEP retirement plan from my
self-employment, and some regular accounts. They all work. Your account
sounds a bit different though.
Paul

"LT" <spamyou[at]nospam.net> wrote in message
news:z_e3j.3678$iw1.2770[at]newsfe22.lga...
- quote -

> Hi Paul,
> Do you have a separate retirement account with Vanguard, or just regular
> funds. I suppose I need to clarify a little bit, because my account with
> Vanguard is a type of pension account established by my employer, although
> I have the abilitiy to self-direct it.
> John
> "Paul Shapiro" <paul[at]hideme.broadwayData.com> wrote in message
> news:e795NfcMIHA.1296[at]TK2MSFTNGP02.phx.gbl...
> > I've been downloading Vanguard updates directly from Money for some time,
> > currently in Money 2007. I don't remember doing anything special to set
> > it up. Maybe call Vanguard again and see if you get someone who can help.
> > > "LT" <spamyou[at]nospam.net> wrote in message

> > news:cte3j.553$9M.254[at]newsfe19.lga...
> > > I'm also curious if any holders of Vanguard funds, specifically
> > > retirement accounts, are unable to retrieve updates when initiated
> > > through Money.
> > > > > Downloads are seemless when executed from the Vanguard site, but when I
> > > try to connect from Money, Money wants to set up another account and
> > > then spits out a dialogue box informing me I have no accounts with this
> > > provider.
> > > > > The Vanguard website vaguely mentions the added convenience of
> > > initiating downloads from Money, but a Vanguard web support specialist
> > > did say he didn't think it can be done with retirement accounts (vice
> > > regular accounts.)
> > > > > Just curious if any other users have the same experience.



  #1  
Old 11-28-2007, 01:33 PM
LT
Guest
 
Posts: n/a
Default Re: Vanguard retirement funds - account update not available when initiated FROM Money

Hi Paul,

Do you have a separate retirement account with Vanguard, or just regular
funds. I suppose I need to clarify a little bit, because my account with
Vanguard is a type of pension account established by my employer, although I
have the abilitiy to self-direct it.

John


"Paul Shapiro" <paul[at]hideme.broadwayData.com> wrote in message
news:e795NfcMIHA.1296[at]TK2MSFTNGP02.phx.gbl...
- quote -

> I've been downloading Vanguard updates directly from Money for some time,
> currently in Money 2007. I don't remember doing anything special to set it
> up. Maybe call Vanguard again and see if you get someone who can help.
> "LT" <spamyou[at]nospam.net> wrote in message
> news:cte3j.553$9M.254[at]newsfe19.lga...
> > I'm also curious if any holders of Vanguard funds, specifically
> > retirement accounts, are unable to retrieve updates when initiated
> > through Money.
> > > Downloads are seemless when executed from the Vanguard site, but when I

> > try to connect from Money, Money wants to set up another account and then
> > spits out a dialogue box informing me I have no accounts with this
> > provider.
> > > The Vanguard website vaguely mentions the added convenience of initiating

> > downloads from Money, but a Vanguard web support specialist did say he
> > didn't think it can be done with retirement accounts (vice regular
> > accounts.)
> > > Just curious if any other users have the same experience.



 
Old 11-28-2007, 01:05 PM
Paul Shapiro
Guest
 
Posts: n/a
Default Re: Vanguard retirement funds - account update not available when initiated FROM Money

I've been downloading Vanguard updates directly from Money for some time,
currently in Money 2007. I don't remember doing anything special to set it
up. Maybe call Vanguard again and see if you get someone who can help.

"LT" <spamyou[at]nospam.net> wrote in message
news:cte3j.553$9M.254[at]newsfe19.lga...
- quote -

> I'm also curious if any holders of Vanguard funds, specifically retirement
> accounts, are unable to retrieve updates when initiated through Money.
> Downloads are seemless when executed from the Vanguard site, but when I
> try to connect from Money, Money wants to set up another account and then
> spits out a dialogue box informing me I have no accounts with this
> provider.
> The Vanguard website vaguely mentions the added convenience of initiating
> downloads from Money, but a Vanguard web support specialist did say he
> didn't think it can be done with retirement accounts (vice regular
> accounts.)
> Just curious if any other users have the same experience.



  #-1  
Old 11-28-2007, 12:57 PM
LT
Guest
 
Posts: n/a
Default Vanguard retirement funds - account update not available when initiated FROM Money

I'm also curious if any holders of Vanguard funds, specifically retirement
accounts, are unable to retrieve updates when initiated through Money.

Downloads are seemless when executed from the Vanguard site, but when I try
to connect from Money, Money wants to set up another account and then spits
out a dialogue box informing me I have no accounts with this provider.

The Vanguard website vaguely mentions the added convenience of initiating
downloads from Money, but a Vanguard web support specialist did say he
didn't think it can be done with retirement accounts (vice regular
accounts.)

Just curious if any other users have the same experience.

Thanks.

John

Running Money Plus Deluxe (Trial) on WinXP (via Fusion on Mac OS X 10.5.1)


 

Tags
account, funds, initiated, money, retirement, update, vanguard
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